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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 %
CA
551
Cetera Advisors
Colorado
$5.96M +$984K +5,405 +20%
WC
552
Woodstock Corp
Massachusetts
$5.93M +$79K +434 +1%
PCA
553
Pallas Capital Advisors
Massachusetts
$5.91M +$1.26M +5,919 +27%
EOJOAM
554
E. Ohman J:or Asset Management
Sweden
$5.9M +$255K +1,400 +5%
OIM
555
Opus Investment Management
Massachusetts
$5.9M
NSIM
556
North Star Investment Management
Illinois
$5.86M +$16K +88 +0.3%
PWS
557
Peloton Wealth Strategists
Indiana
$5.83M +$72.8K +400 +1%
TU
558
TDAM USA
Ontario, Canada
$5.82M -$6.66M -36,562 -53%
ZCM
559
Ziegler Capital Management
Illinois
$5.75M -$907K -4,980 -14%
TW
560
TrinityPoint Wealth
Connecticut
$5.74M +$2.06M +11,297 +56%
WCA
561
Westover Capital Advisors
Delaware
$5.72M -$124K -681 -2%
ASN
562
Advisory Services Network
Georgia
$5.72M +$322K +1,769 +6%
BSW
563
Buckingham Strategic Wealth
Missouri
$5.71M -$321K -1,762 -5%
NGA
564
Naples Global Advisors
Florida
$5.71M +$232K +1,276 +4%
MC
565
Moors & Cabot
Massachusetts
$5.7M -$3.64K -20 -0.1%
BCM
566
Birch Capital Management
Texas
$5.7M +$2K +11 +0%
JIC
567
Johnson Investment Counsel
Ohio
$5.7M +$4.62M +25,358 +428%
Wealthfront Advisers
568
Wealthfront Advisers
California
$5.69M -$53.4K -293 -0.9%
ACM
569
Argyle Capital Management
Pennsylvania
$5.69M -$31.9K -175 -0.6%
SCA
570
Stokes Capital Advisors
South Carolina
$5.69M +$73.8K +405 +1%
BCCM
571
Bridge Creek Capital Management
Massachusetts
$5.67M -$34.8K -191 -0.6%
CICI
572
Capital Investment Counsel Inc
North Carolina
$5.66M -$116K -636 -2%
SS
573
Sunbelt Securities
Texas
$5.66M
WG
574
Winton Group
United Kingdom
$5.66M +$1.25M +6,884 +28%
RDWM
575
Red Door Wealth Management
Tennessee
$5.62M +$5.51M +30,247 +5,092%