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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 %
TIA
1701
Traphagen Investment Advisors
New Jersey
$284K -$18.5K -136 -6%
ST
1702
Somerset Trust
Pennsylvania
$282K -$1.5K -11 -0.5%
KWMG
1703
King Wealth Management Group
Florida
$282K -$12.6K -92 -4%
BWFA
1704
Baltimore-Washington Financial Advisors
Maryland
$282K -$53.6K -393 -16%
AWA
1705
Aaron Wealth Advisors
Illinois
$281K +$281K +2,061 New
BFA
1706
Benedict Financial Advisors
Georgia
$280K +$2.05K +15 +0.7%
VC
1707
Veracity Capital
Georgia
$280K -$7.91K -58 -3%
FMB
1708
Field & Main Bank
Kentucky
$279K -$158K -1,160 -36%
EW
1709
Evexia Wealth
Wisconsin
$279K
EMAM
1710
Encompass More Asset Management
California
$278K +$57.5K +422 +26%
RWA
1711
Redhawk Wealth Advisors
Minnesota
$278K -$2.86K -21 -1%
BTC
1712
Bank & Trust Company
Illinois
$278K
RDWM
1713
Red Door Wealth Management
Tennessee
$277K +$31.4K +230 +13%
MBT
1714
Montecito Bank & Trust
California
$277K -$13.2K -97 -5%
MWA
1715
Meridian Wealth Advisors
Texas
$277K -$17.9K -131 -6%
HFS
1716
Howard Financial Services
Texas
$276K +$276K +2,021 New
CCM
1717
Chaney Capital Management
Washington
$275K -$40.9K -300 -13%
BAM
1718
Bosun Asset Management
Illinois
$274K
JJBC
1719
James J. Burns & Company
New York
$274K
EB
1720
Exchange Bank
California
$274K
WPA
1721
West Paces Advisors
Georgia
$273K -$116K -852 -30%
ST
1722
Smithfield Trust
Pennsylvania
$273K +$2.83K +21 +1%
G
1723
GenTrust
Florida
$273K +$273 +2 +0.1%
RP
1724
Rice Partnership
Hawaii
$273K -$409 -3 -0.1%
HA
1725
Harbor Advisors
Florida
$273K