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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 %
TCM
2101
Tributary Capital Management
Nebraska
$5.18K
CFG
2102
Copley Financial Group
California
$5.05K +$5.05K +37 New
ACM
2103
Anfield Capital Management
California
$4.77K +$4.77K +35 New
PWA
2104
Provenance Wealth Advisors
Florida
$4.64K -$5.05K -37 -52%
LG
2105
LAM Group
Oregon
$4.64K
1IA
2106
1620 Investment Advisors
Massachusetts
$4.59K +$540 +4 +13%
ACA
2107
Atlas Capital Advisors
Wyoming
$4.23K
B
2108
Birchbrook
Maine
$4.09K +$4.09K +30 New
FCG
2109
Financial Connections Group
California
$4K
AW
2110
Avion Wealth
Texas
$4K +$1.33K +12 +50%
MAM
2111
Marquette Asset Management
Minnesota
$3.82K
HCMG
2112
Howard Capital Management Group
California
$3.82K
TIM
2113
Tortoise Investment Management
New York
$3.55K -$30.1K -221 -89%
APW
2114
Atlantic Private Wealth
North Carolina
$3.42K
MLA
2115
MB, Levis & Associates
Pennsylvania
$3.41K
LWA
2116
Lowe Wealth Advisors
Maryland
$3.41K
TCA
2117
Trifecta Capital Advisors
Illinois
$3.41K
TPW
2118
Talon Private Wealth
Florida
$3.41K +$3.41K +25 New
NECFA
2119
New England Capital Financial Advisors
Connecticut
$3.34K
FGC
2120
Financial Gravity Companies
Texas
$3K +$3K +22 New
PWMG
2121
Private Wealth Management Group
New Jersey
$2.86K -$4.36K -32 -60%
AP
2122
Atwood & Palmer
Missouri
$2.73K
AFWM
2123
Abich Financial Wealth Management
Virginia
$2.59K -$183K -1,345 -99%
HC
2124
Hara Capital
Washington
$2.45K +$2.45K +18 New
PPWM
2125
PFG Private Wealth Management
Florida
$2.32K