UPS icon

United Parcel Service

2,260 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 778 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
+119
Holders Change %
+5.56%
% of All Funds
30.08%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
778
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1976
Clearstead Trust
Maine
$153K +$630 +5 +0.4%
BCMLT
1977
Beacon Capital Management LLC (Tennessee)
Tennessee
$152K -$31.5K -250 -17%
FDP
1978
Financiere des Professionnels
Quebec, Canada
$151K
API
1979
Asset Planning Inc
California
$150K +$150K +1,189 New
CWM
1980
Centricity Wealth Management
Ohio
$149K +$149K +1,180 New
CSPIA
1981
Cary Street Partners Investment Advisory
Virginia
$147K -$5.34M -42,336 -97%
DIP
1982
DT Investment Partners
Pennsylvania
$145K -$127K -1,010 -47%
MME
1983
Meag Munich Ergo
Germany
$145K
CAL
1984
Capital Advisors Ltd
Ohio
$145K +$7.09K +56 +5%
RA
1985
Rise Advisors
New York
$139K -$40K -317 -22%
CAM
1986
Creekmur Asset Management
Illinois
$137K +$1.39K +11 +1%
WBC
1987
West Branch Capital
Massachusetts
$135K -$757 -6 -0.6%
FMB
1988
Field & Main Bank
Kentucky
$134K -$124K -985 -48%
BAM
1989
Bellevue Asset Management
Washington
$133K -$1.01K -8 -0.8%
T
1990
TOBAM
France
$132K -$31.6K -251 -19%
PPC
1991
Park Place Capital
Alabama
$131K -$97K -769 -43%
FIA
1992
FNY Investment Advisers
New York
$130K +$130K +1,033 New
AF
1993
Aviso Financial
Ontario, Canada
$129K
BGAI
1994
Bruce G. Allen Investments
Colorado
$128K -$16.6K -132 -12%
PCWA
1995
Pacific Capital Wealth Advisors
California
$127K -$2.65K -21 -2%
MA
1996
MCF Advisors
Kentucky
$127K -$13.6K -108 -10%
GSWM
1997
Golden State Wealth Management
California
$123K +$123K +977 New
MIM
1998
Marshall Investment Management
Colorado
$120K +$120K +876 New
ADL
1999
Asset Dedication LLC
California
$119K +$7.57K +60 +7%
TF
2000
Tompkins Financial
New York
$117K -$80.1K -635 -41%