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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
551
Visionary Wealth Advisors
Illinois
$6.17M -$471K -2,768 -7%
FBT
552
First Bankers Trust
Kentucky
$6.15M -$669K -3,933 -10%
UR
553
USCA RIA
Texas
$6.08M +$498K +2,930 +9%
VCM
554
Vision Capital Management
Oregon
$6.07M -$170 -1 -0%
LWAC
555
Laurel Wealth Advisors (California)
California
$6.04M -$131K -770 -2%
OAM
556
Optimal Asset Management
California
$6.04M +$3.33M +19,600 +123%
AUB
557
Atlantic Union Bankshares
Virginia
$6.01M -$113K -663 -2%
SPC
558
Sigma Planning Corp
Michigan
$6M -$3.05M -17,952 -34%
PP
559
PDS Planning
Ohio
$5.99M +$10K +59 +0.2%
WA
560
Wambolt & Associates
Colorado
$5.91M -$4.8K -28 -0.1%
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$5.89M +$4.61M +8,132 +360%
RFM
562
Royal Fund Management
Florida
$5.87M +$138K +812 +2%
BRM
563
Boston Research & Management
Massachusetts
$5.84M +$73.9K +435 +1%
VDI
564
Vaughan David Investments
Illinois
$5.81M -$33.8M -199,024 -85%
BFS
565
Bard Financial Services
Connecticut
$5.77M
MCM
566
Murphy Capital Management
New Jersey
$5.76M +$40.6K +239 +0.7%
Hudson Bay Capital Management
567
Hudson Bay Capital Management
Connecticut
$5.74M +$5.74M +33,764 New
M
568
MOTCO
Texas
$5.73M +$345K +2,031 +6%
CAM
569
Columbia Asset Management
Michigan
$5.73M +$209K +1,228 +4%
SG Americas Securities
570
SG Americas Securities
New York
$5.7M +$1.15M +6,768 +25%
RP
571
Rowlandmiller & Partners
Georgia
$5.68M +$4.93K +29 +0.1%
WCA
572
Westover Capital Advisors
Delaware
$5.65M -$167K -981 -3%
WC
573
Woodstock Corp
Massachusetts
$5.63M +$84.3K +496 +2%
AWP
574
Ascent Wealth Partners
New York
$5.6M +$114K +670 +2%
BCM
575
BTR Capital Management
California
$5.57M -$3.61M -21,249 -39%