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United Parcel Service

2,260 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 778 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
+119
Holders Change %
+5.56%
% of All Funds
30.08%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
778
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1701
Cambiar Investors
Colorado
$317K -$7.94K -63 -2%
AAM
1702
Austin Asset Management
Texas
$316K
DJSG
1703
D.J. St. Germain
Massachusetts
$316K +$120K +954 +62%
MMHP
1704
Murphy Middleton Hinkle & Parker
Georgia
$316K
CCA
1705
Corps Capital Advisors
Texas
$315K +$315K +2,500 New
TCM
1706
Traynor Capital Management
Pennsylvania
$315K -$141K -1,118 -31%
CBT
1707
CoreFirst Bank & Trust
Kansas
$314K -$20.8K -165 -6%
CA
1708
Capital Advantage
California
$313K +$313K +2,485 New
SRC
1709
Shufro Rose & Co
New York
$311K
FGA
1710
Fortis Group Advisors
New Jersey
$310K -$757 -6 -0.2%
RAG
1711
RIA Advisory Group
Iowa
$309K +$46.3K +367 +18%
GTAM
1712
Global Trust Asset Management
Florida
$309K -$39.3K -312 -11%
SSWM
1713
Sheets Smith Wealth Management
North Carolina
$306K +$75.9K +602 +33%
IIM
1714
Ipswich Investment Management
Massachusetts
$306K -$5.04K -40 -2%
WQ
1715
Wealth Quarterback
New Jersey
$305K -$23.1K -183 -7%
PIWA
1716
Prevail Innovative Wealth Advisors
Kansas
$304K +$304K +2,410 New
AFG
1717
Allegheny Financial Group
Pennsylvania
$304K -$4.67K -37 -2%
BOJHT
1718
Bank of Jackson Hole Trust
Wyoming
$303K +$303K +2,401 New
EW
1719
Evoke Wealth
California
$303K +$61.9K +491 +26%
WMA
1720
Wealth Management Associates
New Jersey
$302K +$883 +7 +0.3%
AA
1721
Alta Advisers
United Kingdom
$302K +$62.3K +494 +26%
PL
1722
Plancorp LLC
Missouri
$301K +$52.8K +419 +21%
BPW
1723
Bingham Private Wealth
California
$301K +$301K +2,384 New
BCG
1724
Breakwater Capital Group
New Jersey
$300K +$20.9K +166 +7%
CFGW
1725
Chancellor Financial Group WB
Pennsylvania
$300K +$300K +2,380 New