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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 %
OL
1801
Optas LLC
Texas
$238K -$29.6K -217 -11%
HCM
1802
Hudson Capital Management
New Jersey
$237K -$9.54K -70 -4%
WC
1803
Wynn Capital
Georgia
$237K +$237K +1,735 New
TLA
1804
Tanglewood Legacy Advisors
Texas
$236K
MPW
1805
MA Private Wealth
California
$236K
LIA
1806
LBMC Investment Advisors
Tennessee
$232K +$2.46K +18 +1%
ITIM
1807
Indiana Trust & Investment Management
Indiana
$231K -$22.9K -168 -9%
CFO
1808
CVA Family Office
Colorado
$230K -$14.5K -106 -6%
EIG
1809
Ellenbecker Investment Group
Wisconsin
$230K +$230K +1,688 New
PRWA
1810
Platte River Wealth Advisors
Colorado
$230K
CT
1811
Coastline Trust
Rhode Island
$229K
NC
1812
NovaPoint Capital
Georgia
$228K +$20.5K +150 +10%
PBK
1813
Peoples Bank (Kansas)
Kansas
$227K +$227K +1,668 New
TIA
1814
Tandem Investment Advisors
South Carolina
$227K +$11.9K +87 +6%
HC
1815
Hamilton Capital
Ohio
$226K +$13.5K +101 +6%
AWM
1816
Accel Wealth Management
Iowa
$226K -$16.8K -123 -7%
CPC
1817
Consolidated Planning Corp
Georgia
$225K -$60K -440 -21%
ACA
1818
Aspire Capital Advisors
Washington
$225K +$136 +1 +0.1%
CP
1819
Castleview Partners
Texas
$225K -$11.9K -87 -5%
PCMN
1820
Paradigm Capital Management (Nevada)
Nevada
$224K +$224K +1,640 New
CF
1821
Convergence Financial
Missouri
$224K -$156K -1,145 -41%
SEIA
1822
Signature Estate & Investment Advisors
California
$223K +$818 +6 +0.4%
FEM
1823
Fulcrum Equity Management
Texas
$223K -$94.8K -695 -30%
PCG
1824
Prosperity Consulting Group
Maryland
$223K -$57.8K -424 -21%
SWA
1825
SFMG Wealth Advisors
Texas
$223K -$2.45K -18 -1%