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United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
RZH
1676
Relyea Zuckerberg Hanson
Connecticut
$302K +$13.9K +102 +5%
BCG
1677
Breakwater Capital Group
New Jersey
$302K -$208K -1,524 -41%
WJWM
1678
Williams Jones Wealth Management
New York
$301K -$63.7K -467 -17%
CWM
1679
Collaborative Wealth Management
Florida
$301K +$301K +2,206 New
SFP
1680
Sterling Financial Planning
New Jersey
$300K -$54K -396 -15%
GBT
1681
Grove Bank & Trust
Florida
$300K -$105K -771 -26%
CPIA
1682
Cornell Pochily Investment Advisors
New York
$300K +$1.09K +8 +0.4%
SEP
1683
Southland Equity Partners
Missouri
$299K +$7.91K +58 +3%
BBA
1684
BLB&B Advisors
Pennsylvania
$298K -$24K -176 -7%
TGAM
1685
TBH Global Asset Management
Tennessee
$297K -$268K -1,963 -47%
S
1686
Sunpointe
Missouri
$297K +$12.4K +91 +4%
S
1687
Sachetta
Massachusetts
$297K -$14.3K -105 -5%
DIP
1688
DT Investment Partners
Pennsylvania
$295K -$1.5K -11 -0.5%
HP
1689
Holistic Planning
Texas
$295K +$25K +183 +9%
MPM
1690
MBB Public Markets
Illinois
$294K -$6.78M -49,743 -96%
FM
1691
Foster & Motley
Ohio
$294K -$7.9K -58 -3%
PPH
1692
Pure Portfolios Holdings
Oregon
$294K +$294K +2,155 New
DA
1693
Detalus Advisors
Missouri
$293K
OWP
1694
Obermeyer Wealth Partners
Colorado
$293K +$3.27K +24 +1%
Wolverine Trading
1695
Wolverine Trading
Illinois
$291K -$1.42M -10,590 -83%
BMM
1696
Buffington Mohr McNeal
Idaho
$290K -$9.95K -73 -3%
UAML
1697
US Asset Management LLC
Pennsylvania
$287K -$935 -7 -0.3%
CF
1698
Copperwynd Financial
Arizona
$287K +$26.7K +196 +10%
WTG
1699
West Tower Group
Virginia
$286K +$286K +2,100 New
RAG
1700
RIA Advisory Group
Iowa
$285K +$285K +2,087 New