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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 %
SWC
2051
Spectrum Wealth Counsel
Indiana
$16.2K +$684 +5 +4%
PCMC
2052
Planning Capital Management Corporation
Pennsylvania
$16K -$8.47K -62 -35%
MSG
2053
Main Street Group
Virginia
$15.8K
CJ
2054
Caitlin John
Michigan
$15.4K
BIA
2055
Bell Investment Advisors
California
$15.1K -$4.36K -32 -22%
MSWM
2056
Mowery & Schoenfeld Wealth Management
Illinois
$15.1K
HDIM
2057
Hanson & Doremus Investment Management
Vermont
$15K +$134 +1 +0.9%
TIM
2058
Thompson Investment Management
Wisconsin
$14.9K
CIAS
2059
CBIZ Investment Advisory Services
Ohio
$14.7K
AWM
2060
AllSquare Wealth Management
New York
$14.2K
FC
2061
Family CFO
California
$13.6K
AEPWM
2062
Atlantic Edge Private Wealth Management
Florida
$13.6K
IRAG
2063
Investment Research & Advisory Group
Georgia
$13.6K
RDFA
2064
Ritter Daniher Financial Advisory
Ohio
$13.6K
PWM
2065
Partnership Wealth Management
Maryland
$12.5K
RWM
2066
Ruedi Wealth Management
Illinois
$12.3K -$682 -5 -5%
BFS
2067
Burkett Financial Services
South Carolina
$12.3K +$136 +1 +1%
GCM
2068
Gables Capital Management
Florida
$11.7K
OW
2069
Olistico Wealth
Oklahoma
$11.7K +$1.5K +11 +15%
HWP
2070
Highline Wealth Partners
California
$11.6K +$2.32K +17 +25%
DSC
2071
Duncker Streett & Co
Missouri
$11.3K +$11.3K +83 New
MWA
2072
Moser Wealth Advisors
Washington
$10.8K
CAM
2073
Costello Asset Management
Pennsylvania
$10.2K
EA
2074
Evolution Advisers
Virginia
$10K
EAM
2075
Eukles Asset Management
Ohio
$9.95K