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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 %
QWP
1876
Quotient Wealth Partners
Texas
$201K -$115K -846 -36%
NCM
1877
Nelson Capital Management
California
$200K
ACM
1878
Arcataur Capital Management
Wisconsin
$200K -$682 -5 -0.3%
BCMLT
1879
Beacon Capital Management LLC (Tennessee)
Tennessee
$199K -$15.8K -116 -7%
TC
1880
Trust Company
Kansas
$196K +$32.6K +239 +20%
FMTCOCP
1881
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$194K -$175K -1,285 -47%
RA
1882
Rise Advisors
New York
$193K -$34.5K -253 -15%
PR
1883
Payden & Rygel
California
$191K
HWA
1884
HHM Wealth Advisors
Tennessee
$188K +$10.8K +79 +6%
VC
1885
Vestor Capital
Illinois
$186K -$22.3K -164 -11%
ECM
1886
Elgethun Capital Management
South Dakota
$184K +$2.32K +17 +1%
T
1887
TOBAM
France
$177K
AA
1888
Addison Advisors
Vermont
$176K +$4.91K +36 +3%
MTIC
1889
Missouri Trust & Investment Company
Missouri
$175K
AF
1890
Arrow Financial
New York
$172K -$20.6K -151 -11%
GJIA
1891
Glass Jacobson Investment Advisors
Maryland
$171K
PWS
1892
Peterson Wealth Services
Utah
$171K +$171K +1,251 New
FNWA
1893
Financial Network Wealth Advisors
Utah
$169K -$8.04K -59 -5%
SWM
1894
Sugarloaf Wealth Management
Georgia
$167K
CT
1895
Clearstead Trust
Maine
$165K +$2.18K +16 +1%
HBW
1896
Hazlett, Burt & Watson
West Virginia
$164K +$32K +237 +24%
FDP
1897
Financiere des Professionnels
Quebec, Canada
$164K +$164K +1,200 New
MME
1898
Meag Munich Ergo
Germany
$158K -$48.1M -352,979 -100%
BGAI
1899
Bruce G. Allen Investments
Colorado
$156K -$19.6K -144 -11%
MA
1900
MCF Advisors
Kentucky
$152K +$36.9K +271 +32%