UPS icon

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 %
CH
1726
Cromwell Holdings
Wyoming
$273K +$52.2K +383 +24%
HAS
1727
HBW Advisory Services
California
$272K +$40.9K +300 +18%
YLHM
1728
Yelin Lapidot Holdings Management
Israel
$272K
MCM
1729
Monument Capital Management
Virginia
$272K -$110K -807 -29%
FAT
1730
First American Trust
California
$272K -$18K -132 -6%
CAC
1731
Certified Advisory Corp
Florida
$272K -$12.5K -92 -4%
CC
1732
Callan Capital
California
$271K +$271K +1,989 New
VPP
1733
Vertex Planning Partners
Illinois
$271K -$22.1K -162 -8%
PTC
1734
Petrus Trust Company
Texas
$270K -$40.8K -299 -13%
ASC
1735
Atalanta Sosnoff Capital
New York
$269K
PL
1736
Plancorp LLC
Missouri
$268K +$17.6K +129 +7%
SAM
1737
Sawgrass Asset Management
Florida
$268K -$545 -4 -0.2%
AWM
1738
Aries Wealth Management
Maine
$267K -$2.73K -20 -1%
MFGM
1739
Marshall Financial Group (Maryland)
Maryland
$267K +$27.3K +200 +11%
DCM
1740
Dudley Capital Management
Virginia
$267K
Cohen & Steers
1741
Cohen & Steers
New York
$266K +$5.18K +38 +2%
DBIA
1742
Dumont & Blake Investment Advisors
New Jersey
$266K -$271K -1,991 -51%
HS
1743
Horan Securities
United States
$266K +$1.77K +13 +0.7%
SFB
1744
STAR Financial Bank
Indiana
$266K -$37.4K -274 -12%
PP
1745
PFS Partners
New Jersey
$265K
AL
1746
Aspiriant LLC
California
$265K +$265K +1,943 New
AWG
1747
Altus Wealth Group
Colorado
$264K -$3.27K -24 -1%
WLG
1748
Williamson Legacy Group
Indiana
$263K +$263K +1,932 New
LCM
1749
Leisure Capital Management
California
$263K -$97.6K -716 -27%
NFG
1750
Northeast Financial Group
Pennsylvania
$263K