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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 %
RS
1951
Rakuten Securities
Japan
$68.4K -$40.9K -300 -37%
ATC
1952
Advantage Trust Company
Kansas
$68.2K +$68.2K +500 New
IAS
1953
IMA Advisory Services
Colorado
$67.8K +$67.8K +497 New
HGERS
1954
Householder Group Estate & Retirement Specialist
Arizona
$66K -$3.65K -27 -5%
CJH
1955
Christopher J. Hasenberg
Wisconsin
$65.9K
QC
1956
Quent Capital
New York
$64.7K -$106K -784 -62%
VAMG
1957
Voisard Asset Management Group
Michigan
$63K -$14.2K -104 -18%
JFA
1958
JNBA Financial Advisors
Minnesota
$61.9K
AWM
1959
Atticus Wealth Management
Florida
$61.6K -$409 -3 -0.7%
BWL
1960
Bogart Wealth LLC
Virginia
$61.1K -$3.45M -25,272 -98%
SIC
1961
SJS Investment Consulting
Ohio
$60.8K -$3.68K -27 -6%
BHWM
1962
Beaird Harris Wealth Management
Texas
$60.7K
HNB
1963
Hilltop National Bank
Wyoming
$60.4K +$4.77K +35 +9%
TFGT
1964
TS Financial Group (TSFG)
Illinois
$60K +$136 +1 +0.2%
SC
1965
Swan Capital
Florida
$59.9K
PCFFS
1966
Pacific Center for Financial Services
California
$58.4K
EIM
1967
Essex Investment Management
Massachusetts
$55.1K
WWM
1968
Wolff Wiese Magana
California
$54.9K +$4.36K +32 +9%
RAM
1969
Ramirez Asset Management
New York
$54.5K +$13.6K +100 +33%
CPA
1970
Capital Performance Advisors
California
$53.6K +$53.6K +393 New
FPFS
1971
First Personal Financial Services
North Carolina
$51.8K -$2.18K -16 -4%
ACM
1972
Aster Capital Management
United Arab Emirates
$51.8K +$51.8K +380 New
PS
1973
Planned Solutions
California
$50.4K +$50.4K +370 New
RDIA
1974
RE Dickinson Investment Advisors
Iowa
$49.8K
EBA
1975
Eagle Bay Advisors
New York
$49.1K +$7.9K +58 +19%