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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 %
CAL
1901
Capital Advisors Ltd
Ohio
$149K +$6.02K +44 +4%
CCA
1902
Catalyst Capital Advisors
New York
$148K +$148K +1,083 New
WBC
1903
West Branch Capital
Massachusetts
$147K -$2.73K -20 -2%
CAM
1904
Creekmur Asset Management
Illinois
$147K
CWM
1905
CarsonAllaria Wealth Management
Illinois
$147K +$17.2K +126 +13%
BAM
1906
Bellevue Asset Management
Washington
$144K -$13.4K -98 -8%
MHR
1907
Matthew Hamilton Rosenberg
$142K -$7.91K -58 -5%
PCWA
1908
Pacific Capital Wealth Advisors
California
$140K +$2.86K +21 +2%
C
1909
Covestor
United Kingdom
$140K -$6.02K -44 -4%
AF
1910
Aviso Financial
Ontario, Canada
$139K
PMFA
1911
Plante Moran Financial Advisors
Michigan
$136K
DCM
1912
Davis Capital Management
Florida
$131K
MG
1913
MilWealth Group
Wisconsin
$125K
YDMI
1914
Y.D. More Investments
Israel
$124K -$14.5K -106 -10%
FPB
1915
First PREMIER Bank
South Dakota
$123K -$13K -95 -10%
KFI
1916
Key Financial Inc
Pennsylvania
$123K -$10.6K -78 -8%
MMG
1917
Monetary Management Group
Missouri
$122K +$20.5K +150 +20%
ADL
1918
Asset Dedication LLC
California
$120K -$35.6K -261 -23%
OC
1919
Oarsman Capital
Wisconsin
$118K +$118K +866 New
GPI
1920
General Partner Inc
Pennsylvania
$115K
FPF
1921
First Pacific Financial
Washington
$115K +$136 +1 +0.1%
WIM
1922
Westside Investment Management
California
$114K -$2.73K -20 -2%
USB
1923
Union Savings Bank
Connecticut
$112K -$42.5K -312 -27%
TFIPS
1924
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K
LI
1925
LRI Investments
Florida
$109K +$17.4K +131 +19%