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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 %
CWC
1976
Carolinas Wealth Consulting
North Carolina
$48.5K -$681 -5 -1%
CC
1977
Centiva Capital
New York
$48.4K -$1.41M -10,369 -97%
DWS
1978
Dynamic Wealth Strategies
California
$47K
VWA
1979
Valued Wealth Advisors
Utah
$46.2K -$6K -44 -11%
GPFA
1980
Game Plan Financial Advisors
Ohio
$45.8K
PP
1981
Pingora Partners
Wyoming
$45.7K
NCM
1982
Northwest Capital Management
Oregon
$44.8K
BCM
1983
Blume Capital Management
California
$43.6K
WAG
1984
Wiser Advisor Group
Arizona
$41.6K -$5.32K -39 -11%
TCM
1985
TruNorth Capital Management
Michigan
$41.6K +$14K +103 +51%
FAM
1986
Flaharty Asset Management
Florida
$40.9K +$40.9K +300 New
FP
1987
Financial Perspectives
Minnesota
$39.9K
MBFW
1988
Morton Brown Family Wealth
Pennsylvania
$37.6K -$818 -6 -2%
RFG
1989
REAP Financial Group
Texas
$37.1K +$2.18K +16 +6%
FCMT
1990
Founders Capital Management (Texas)
Texas
$36.8K -$65.4K -480 -64%
FWM
1991
FSA Wealth Management
Massachusetts
$35.7K +$35.7K +262 New
GKIM
1992
GW&K Investment Management
Massachusetts
$35K +$2.96K +22 +9%
CCA
1993
Criterion Capital Advisors
Tennessee
$34.6K
PA
1994
PSI Advisors
Florida
$33.9K +$27.3K +200 +408%
PGAM
1995
Princeton Global Asset Management
New Jersey
$33.5K +$29.5K +216 +720%
SL
1996
Salomon & Ludwin
Virginia
$33.1K -$2.05K -15 -6%
AWM
1997
Abound Wealth Management
Tennessee
$33K +$273 +2 +0.8%
WWP
1998
WR Wealth Planners
Missouri
$32.7K +$12.1K +89 +59%
UCI
1999
Uncommon Cents Investing
Wisconsin
$32.4K +$32.4K +238 New
JGIA
2000
Jackson Grant Investment Advisers
Connecticut
$32.3K