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United Parcel Service

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
526
WESPAC Advisors SoCal
California
$7.68M -$1.41M -6,760 -15%
XWM
527
Xcel Wealth Management
Florida
$7.62M -$59.3K -285 -0.8%
ZCM
528
Ziegler Capital Management
Illinois
$7.6M -$14.5M -69,798 -66%
EAM
529
Eagle Asset Management
Florida
$7.59M -$4.07M -19,557 -35%
VCM
530
Vision Capital Management
Oregon
$7.56M +$129K +620 +2%
SPC
531
Sigma Planning Corp
Michigan
$7.53M +$193K +926 +3%
VWA
532
Visionary Wealth Advisors
Illinois
$7.53M -$12.3K -59 -0.2%
HSA
533
HBK Sorce Advisory
Pennsylvania
$7.5M -$192K -924 -2%
SWP
534
Stratos Wealth Partners
Ohio
$7.5M -$1.12M -5,372 -13%
BBI
535
Baxter Bros Inc
Connecticut
$7.48M -$457K -2,199 -6%
ECM
536
Evergreen Capital Management
Washington
$7.46M -$599K -2,882 -7%
AUB
537
Atlantic Union Bankshares
Virginia
$7.45M +$103K +495 +1%
PP
538
Patten & Patten
Tennessee
$7.43M -$931K -4,475 -11%
M
539
MOTCO
Texas
$7.39M +$381K +1,831 +5%
OAM
540
Optimal Asset Management
California
$7.39M
WA
541
Wambolt & Associates
Colorado
$7.38M +$126K +601 +2%
QI
542
QS Investors
New York
$7.37M -$19.2M -92,213 -72%
LOPW
543
Live Oak Private Wealth
North Carolina
$7.35M -$1.03M -4,944 -12%
NAM
544
NorthCoast Asset Management
Connecticut
$7.32M -$1.09M -5,236 -13%
WT
545
Whittier Trust
California
$7.31M -$1.77M -8,513 -20%
SFA
546
Sequoia Financial Advisors
Ohio
$7.27M +$4.12M +19,788 +130%
LWAC
547
Laurel Wealth Advisors (California)
California
$7.22M -$177K -852 -2%
TS
548
Tamar Securities
California
$7.2M -$661K -3,177 -8%
APA
549
Allegiant Private Advisors
Florida
$7.19M -$648K -3,114 -8%
PP
550
PDS Planning
Ohio
$7.14M -$191K -917 -3%