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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
XF
501
XML Financial
Maryland
$7.27M +$7.09M +38,953 +4,008%
AFG
502
Albion Financial Group
Utah
$7.26M +$12.4K +68 +0.2%
IIC
503
Ironwood Investment Counsel
Arizona
$7.26M +$177K +974 +3%
LOPW
504
Live Oak Private Wealth
North Carolina
$7.25M +$815K +4,478 +13%
SIG
505
Sky Investment Group
Connecticut
$7.24M +$198K +1,088 +3%
CGH
506
CMG Global Holdings
Texas
$7.23M +$4.55K +25 +0.1%
TF
507
Tompkins Financial
New York
$7.21M +$7.21M +39,610 New
CM
508
Capital Management
Virginia
$7.21M +$1.19M +6,559 +20%
XWM
509
Xcel Wealth Management
Florida
$7.17M +$496K +2,726 +7%
CA
510
Capitolis Advisors
New York
$7.15M -$2.93M -15,127 -29%
MCM
511
MAI Capital Management
Ohio
$7.15M -$239K -1,310 -3%
MCM
512
Mattern Capital Management
Colorado
$7.13M +$175K +960 +3%
Federated Hermes
513
Federated Hermes
Pennsylvania
$7.08M -$2.58M -14,148 -27%
TS
514
Tamar Securities
California
$7.07M +$767K +4,210 +12%
SW
515
SVB Wealth
Massachusetts
$7.07M -$466K -2,562 -6%
SPC
516
Sigma Planning Corp
Michigan
$7.05M +$454K +2,495 +7%
WAS
517
WESPAC Advisors SoCal
California
$6.99M +$358K +1,990 +5%
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$6.88M -$164K -901 -2%
PFS
519
Prospera Financial Services
Texas
$6.86M +$68.1K +374 +1%
WIC
520
Willis Investment Counsel
Georgia
$6.81M -$1.28M -7,026 -16%
DWT
521
Dorsey & Whitney Trust
South Dakota
$6.81M -$263K -1,443 -4%
TI
522
tru Independence
Oregon
$6.72M -$70.5K -387 -1%
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$6.71M +$728K +4,000 +12%
VCM
524
Vision Capital Management
Oregon
$6.69M +$69.9K +384 +1%
AUB
525
Atlantic Union Bankshares
Virginia
$6.66M +$133K +732 +2%