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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 %
PW
2076
Paladin Wealth
Minnesota
$9.82K +$9.82K +72 New
FWA
2077
FSC Wealth Advisors
New York
$9.67K +$136 +1 +1%
CMA
2078
Cedar Mountain Advisors
Oregon
$9.26K -$2.04K -15 -18%
IA
2079
IFS Advisors
Kansas
$8.86K
MWA
2080
MFA Wealth Advisors
Pennsylvania
$7.66K
DCBT
2081
Dakota Community Bank & Trust
North Dakota
$7.5K
HWM
2082
HighMark Wealth Management
Minnesota
$7.39K
TFA
2083
Transamerica Financial Advisors
Florida
$7K -$1.08M -7,124 -99%
IHWM
2084
Iron Horse Wealth Management
Iowa
$6.95K +$2.73K +20 +65%
RWM
2085
Reston Wealth Management
Virginia
$6.95K +$6.95K +51 New
CB
2086
Centennial Bank
Arkansas
$6.82K -$6.82K -50 -50%
CFS
2087
CGC Financial Services
Oregon
$6.82K
CWA
2088
Carolina Wealth Advisors
South Carolina
$6.82K
PA
2089
Pineridge Advisors
Missouri
$6.82K
NA
2090
Nordwand Advisors
Pennsylvania
$6.82K
WFA
2091
Wells Financial Advisors
Massachusetts
$6.41K +$6.41K +47 New
AP
2092
Aspect Partners
Virginia
$6.27K +$954 +7 +18%
CPA
2093
Clear Point Advisors
New York
$6.21K
HI
2094
Hoey Investments
Pennsylvania
$6.16K
SRCM
2095
Signature Resources Capital Management
California
$6.14K -$3.55K -26 -37%
RWA
2096
Redmont Wealth Advisors
Illinois
$5.86K
SWM
2097
Sanctuary Wealth Management
Idaho
$5.73K
LI
2098
Louisbourg Investments
New Brunswick, Canada
$5.45K -$6.82K -50 -56%
CNBTD
2099
Citizens National Bank Trust Department
Mississippi
$5.45K -$5.45K -40 -50%
ECM
2100
Estabrook Capital Management
New York
$5.45K