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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 %
SMWM
1851
Silvia McColl Wealth Management
California
$209K
HBT
1852
Heartland Bank & Trust
Illinois
$209K -$11.3K -83 -5%
KAS
1853
KPP Advisory Services
Kentucky
$209K -$51K -374 -20%
D
1854
Diversified
Delaware
$209K -$3K -22 -1%
DE
1855
Diversified Enterprises
Delaware
$209K +$209K +1,530 New
GWA
1856
GGM Wealth Advisors
Maryland
$208K +$1.09K +8 +0.5%
BCM
1857
Boltwood Capital Management
California
$208K -$8.18K -60 -4%
GI
1858
Gradient Investments
Minnesota
$206K +$1.91K +14 +0.9%
JWM
1859
JGP Wealth Management
Oregon
$206K
WIP
1860
WealthCare Investment Partners
Rhode Island
$206K -$11.4K -87 -5%
AIM
1861
Avity Investment Management
Connecticut
$205K
RC
1862
RBO & Co
California
$205K
USGIU
1863
U.S. Global Investors (USGI)
Texas
$204K +$41.4K +304 +25%
CWM
1864
Cahaba Wealth Management
Georgia
$204K -$17.7K -130 -8%
KCFA
1865
Key Client Fiduciary Advisors
New Jersey
$204K -$4.64K -34 -2%
WB
1866
West Bancorporation
Iowa
$203K -$12.4K -91 -6%
RPWA
1867
Regent Peak Wealth Advisors
Georgia
$203K -$47.3K -347 -19%
TWP
1868
Tower Wealth Partners
Pennsylvania
$203K
WAM
1869
Walker Asset Management
Missouri
$202K +$202K +1,483 New
SIC
1870
Schwartz Investment Counsel
Michigan
$202K -$3.41M -25,000 -94%
QPWM
1871
Quadrant Private Wealth Management
Pennsylvania
$202K -$11.3K -83 -5%
MCAI
1872
Members Capital Advisors Inc
Wisconsin
$202K
BFC
1873
Bedel Financial Consulting
Indiana
$202K +$202K +1,481 New
AA
1874
Auxano Advisors
Washington
$201K +$201K +1,473 New
SRC
1875
Sage Rhino Capital
California
$201K -$8.18K -60 -4%