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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 %
ATC
526
Argent Trust Co
Tennessee
$6.64M +$2.74M +15,037 +70%
M
527
MOTCO
Texas
$6.63M +$154K +845 +2%
WT
528
Whittier Trust
California
$6.51M +$108K +592 +2%
OAM
529
Optimal Asset Management
California
$6.47M +$6.01K +33 +0.1%
PP
530
Patten & Patten
Tennessee
$6.45M -$54.3K -298 -0.8%
SWP
531
Stratos Wealth Partners
Ohio
$6.43M -$142K -779 -2%
ECM
532
EagleClaw Capital Management
Massachusetts
$6.42M +$182K +999 +3%
LWAC
533
Laurel Wealth Advisors (California)
California
$6.39M +$67.6K +371 +1%
WA
534
Wambolt & Associates
Colorado
$6.38M
VWA
535
Visionary Wealth Advisors
Illinois
$6.33M -$265K -1,458 -4%
BBI
536
Baxter Bros Inc
Connecticut
$6.3M -$253K -1,388 -4%
PP
537
PDS Planning
Ohio
$6.28M +$29.3K +161 +0.5%
AII
538
AGF Investments Inc
Ontario, Canada
$6.21M +$6.21M +34,095 New
BRWA
539
B. Riley Wealth Advisors
Florida
$6.21M +$177K +963 +3%
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$6.2M +$1.88M +10,318 +43%
HI
541
Horizon Investments
North Carolina
$6.19M +$934K +5,132 +18%
BFS
542
Bard Financial Services
Connecticut
$6.18M
SC
543
Sepio Capital
Utah
$6.18M +$294K +1,613 +5%
BRM
544
Boston Research & Management
Massachusetts
$6.15M -$12.7K -70 -0.2%
HWAM
545
Hennion & Walsh Asset Management
New Jersey
$6.11M +$12.7K +70 +0.2%
Rafferty Asset Management
546
Rafferty Asset Management
New York
$6.09M -$2.81M -15,436 -32%
SFI
547
Siemens Fonds Invest
Germany
$6.07M +$252K +1,382 +4%
EIA
548
Eastover Investment Advisors
North Carolina
$6.06M +$56.3K +309 +0.9%
MCM
549
Murphy Capital Management
New Jersey
$6.05M -$21.7K -119 -0.4%
BPA
550
Beacon Pointe Advisors
California
$6.04M +$494K +2,715 +9%