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United Parcel Service

2,259 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, 777 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
+118
Holders Change %
+5.51%
% 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
777
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 %
SIC
2201
SJS Investment Consulting
Ohio
$5.3K -$51K -404 -91%
SWM
2202
Sanctuary Wealth Management
Idaho
$5.3K
CCM
2203
Chilton Capital Management
Texas
$5.17K -$17.9K -142 -78%
LI
2204
Louisbourg Investments
New Brunswick, Canada
$5.04K
ECM
2205
Estabrook Capital Management
New York
$5.04K
CNBTD
2206
Citizens National Bank Trust Department
Mississippi
$5.04K
CFS
2207
Compass Financial Services
Iowa
$4.85K +$4.85K +38 New
TCM
2208
Tributary Capital Management
Nebraska
$4.79K
SAM
2209
Synergy Asset Management
Washington
$4.77K +$4.77K +35 New
HC
2210
Hara Capital
Washington
$4.54K +$2.27K +18 +100%
CAWM
2211
Capital A Wealth Management
Pennsylvania
$4.54K +$4.54K +36 New
PWA
2212
Provenance Wealth Advisors
Florida
$4.29K
LG
2213
LAM Group
Oregon
$4.29K
TFA
2214
Transamerica Financial Advisors
Florida
$4K -$2.13K -16 -35%
FCG
2215
Financial Connections Group
California
$4K
NOI
2216
Newton One Investments
Delaware
$3.95K +$3.95K +31 New
ACA
2217
Atlas Capital Advisors
Wyoming
$3.91K
B
2218
Birchbrook
Maine
$3.78K
CF
2219
Conquis Financial
California
$3.66K +$3.66K +29 New
MAM
2220
Marquette Asset Management
Minnesota
$3.53K
HCMG
2221
Howard Capital Management Group
California
$3.53K
TIM
2222
Tortoise Investment Management
New York
$3.28K
PPWM
2223
PFG Private Wealth Management
Florida
$3.28K +$1.14K +9 +53%
APW
2224
Atlantic Private Wealth
North Carolina
$3.21K
MLA
2225
MB, Levis & Associates
Pennsylvania
$3.15K