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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 %
IWA
1826
IVC Wealth Advisors
Pennsylvania
$222K -$188K -1,379 -46%
HOWA
1827
Heritage Oak Wealth Advisors
Florida
$221K -$161K -1,181 -42%
NWWA
1828
New Wave Wealth Advisors
Arkansas
$221K -$9.14K -67 -4%
LB
1829
Legacy Bridge
Iowa
$221K -$7.77K -57 -3%
WP
1830
WealthPLAN Partners
Nebraska
$220K -$5.32K -39 -2%
CAM
1831
Cozad Asset Management
Illinois
$220K -$53.9K -395 -20%
MWA
1832
MN Wealth Advisors
Kansas
$218K +$4.23K +31 +2%
MCM
1833
Mill Capital Management
North Carolina
$218K -$1.5M -11,000 -87%
BONST
1834
Bank of Nova Scotia Trust
Ontario, Canada
$218K
PSP
1835
Pacific Sage Partners
Washington
$218K +$5.73K +42 +3%
NLP
1836
Next Level Private
New York
$218K -$36.8K -270 -14%
SCA
1837
STALEY CAPITAL ADVISERS
Pennsylvania
$216K
BDFN
1838
Bond & Devick Financial Network
Minnesota
$216K
FCA
1839
FinTrust Capital Advisors
South Carolina
$215K -$8.86K -65 -4%
BWP
1840
Barlow Wealth Partners
Kentucky
$215K
FFB
1841
First Financial Bankshares
Texas
$214K -$158K -1,160 -42%
T
1842
TNF
Montana
$214K +$214K +1,550 New
KCM
1843
Kathmere Capital Management
Pennsylvania
$214K +$214K +1,569 New
TF
1844
Tompkins Financial
New York
$213K +$273 +2 +0.1%
WSCM
1845
Wellington Shields Capital Management
New York
$213K
CWM
1846
Chesapeake Wealth Management
Virginia
$213K -$112K -822 -35%
DJSG
1847
D.J. St. Germain
Massachusetts
$211K
PM
1848
Parametrica Management
Hong Kong
$210K +$210K +1,542 New
SCA
1849
Stuart Chaussee & Associates
California
$210K
KA
1850
Kercheville Advisors
Texas
$210K