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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 %
BIC
2026
Beach Investment Counsel
Pennsylvania
$24K
EAM
2027
Empirical Asset Management
Massachusetts
$23.7K -$48 -24 -0.2%
GA
2028
GoalVest Advisory
New York
$22.8K
BFPW
2029
BOK Financial Private Wealth
Colorado
$22.4K +$11K +81 +98%
HGA
2030
Hobbs Group Advisors
South Carolina
$22.2K
WAS
2031
Winch Advisory Services
Wisconsin
$22.1K -$1.09K -8 -5%
RTL
2032
Red Tortoise LLC
Georgia
$21.8K +$273 +2 +1%
WOSD
2033
WFA of San Diego
California
$21.1K
HWM
2034
Hemington Wealth Management
Virginia
$21K +$21K +163 New
PWMG
2035
Prestige Wealth Management Group
New Jersey
$21K
FFC
2036
First Financial Corp
Indiana
$21K
LOIP
2037
Live Oak Investment Partners
Texas
$20.5K -$20.5K
PP
2038
PrairieView Partners
Minnesota
$20K
BL
2039
BFSG LLC
California
$19.1K
T
2040
Tidemark
California
$18.7K
AT
2041
Avalon Trust
New Mexico
$18.2K -$63.7K -469 -78%
NFA
2042
Northwest Financial Advisors
Virginia
$17.8K +$17.8K +130 New
FIM
2043
FWL Investment Management
Texas
$17.7K -$23.2K -170 -57%
TCG
2044
Transcendent Capital Group
Oklahoma
$17.6K
DFC
2045
DB Fitzpatrick & Co
Idaho
$17.6K
FCT
2046
First Community Trust
Iowa
$17.6K
CSWM
2047
Cassady Schiller Wealth Management
Ohio
$17.4K
CPG
2048
Cornerstone Planning Group
New Jersey
$17.1K -$3.09K -23 -15%
FFL
2049
Financial Freedom LLC
Ohio
$17K
MAM
2050
Meeder Asset Management
Ohio
$16.4K -$37.4K -274 -70%