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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 %
CAPTRUST Financial Advisors
626
CAPTRUST Financial Advisors
North Carolina
$4.66M +$564K +3,097 +14%
KNW
627
Kesler Norman & Wride
Utah
$4.66M +$44.3K +243 +1%
HWA
628
Heritage Way Advisors
Illinois
$4.64M +$178K +976 +4%
KIC
629
Keating Investment Counselors
Florida
$4.64M -$18.2K -100 -0.4%
BFG
630
Berger Financial Group
Minnesota
$4.59M -$30.4K -167 -0.7%
AP
631
Advisor Partners
California
$4.59M -$181K -996 -4%
LRPA
632
L. Roy Papp & Associates
Arizona
$4.58M -$174K -955 -4%
PT
633
Plimoth Trust
Massachusetts
$4.58M -$236K -1,297 -5%
FWM
634
Frontier Wealth Management
Missouri
$4.58M +$128K +704 +3%
ABC
635
Associated Banc-Corp
Wisconsin
$4.56M -$48.6K -267 -1%
SAM
636
Scopus Asset Management
New York
$4.55M +$4.55M +25,000 New
AAS
637
Avantax Advisory Services
Texas
$4.53M +$1.05M +5,769 +30%
Luther King Capital Management (LKCM)
638
Luther King Capital Management (LKCM)
Texas
$4.5M -$159K -871 -3%
HAG
639
HighPoint Advisor Group
Illinois
$4.49M -$1.73M -9,522 -28%
HWM
640
Holloway Wealth Management
Florida
$4.4M -$5.02M
NW
641
NewEdge Wealth
Pennsylvania
$4.39M +$186K +1,019 +4%
NSAM
642
North Star Asset Management
Wisconsin
$4.39M -$24K -132 -0.5%
KWM
643
Kingsview Wealth Management
Oregon
$4.39M +$408K +2,239 +10%
ACM
644
Antonetti Capital Management
Florida
$4.36M +$4.36M +23,941 New
CHC
645
City Holding Co
West Virginia
$4.35M +$50.1K +275 +1%
SMG
646
Spectrum Management Group
Indiana
$4.34M +$410K +2,254 +10%
VFA
647
Valeo Financial Advisors
Indiana
$4.34M -$125K -689 -3%
BAM
648
Blueshift Asset Management
New Jersey
$4.33M -$4.85M -26,638 -53%
TI
649
Trexquant Investment
Connecticut
$4.31M +$4.31M +23,687 New
MAM
650
Myriad Asset Management
Hong Kong
$4.28M