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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 %
MSFP
1926
Mark Sheptoff Financial Planning
Connecticut
$109K
IAIM
1927
International Assets Investment Management
Florida
$107K +$107K +14,539,321 +15,780%
WB
1928
Webster Bank
Connecticut
$106K -$954 -7 -0.9%
CB
1929
CNB Bank
Pennsylvania
$106K -$7.09K -52 -6%
ACA
1930
American Capital Advisory
Idaho
$106K
ACM
1931
Accent Capital Management
Ohio
$105K
GFPC
1932
Global Financial Private Client
Florida
$101K +$18.5K +136 +22%
FCAS
1933
First Command Advisory Services
Texas
$98.2K +$9.54K +70 +11%
TFA
1934
Toth Financial Advisory
Virginia
$96.6K -$15.4K -113 -14%
MRC
1935
Millburn Ridgefield Corp
New York
$93.5K +$93.5K +686 New
CM
1936
Capula Management
Cayman Islands
$88.5K +$88.5K +649 New
IWP
1937
IAG Wealth Partners
Wisconsin
$87.3K
MRCM
1938
M&R Capital Management
New Jersey
$84.3K +$1.64K +12 +2%
LJHT
1939
Laurie J. Hall Trustee
$82K -$116K -850 -59%
MCM
1940
MV Capital Management
Maryland
$81K -$37.1K -272 -31%
AT
1941
Arlington Trust
Alabama
$77.7K
OA
1942
Operose Advisors
Wisconsin
$77.3K -$15.7K -115 -17%
GSEP
1943
Golden State Equity Partners
California
$77K -$609K -4,468 -89%
KSB
1944
Kennebec Savings Bank
Maine
$75.3K +$75.3K +552 New
BWP
1945
Baldwin Wealth Partners
Massachusetts
$74.6K -$8.73K -64 -10%
TFM
1946
TFC Financial Management
Massachusetts
$74.1K -$5.32K -39 -7%
PH
1947
Pinnacle Holdings
Oklahoma
$72.5K +$954 +7 +1%
CH
1948
Canton Hathaway
Rhode Island
$72K
FC
1949
Fairscale Capital
New Hampshire
$71.7K
ATS
1950
Ashton Thomas Securities
New York
$70.4K +$70.4K +516 New