UPS icon

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 %
VNIM
776
Vaughan Nelson Investment Management
Texas
$3.34M +$187K +900 +6%
6M
777
6 Meridian
Kansas
$3.33M -$163K -784 -5%
PWMG
778
Pinnacle Wealth Management Group
Michigan
$3.32M +$3.32M +15,940 New
EF
779
Exeter Financial
Arizona
$3.29M -$342K -1,615 -9%
UAS
780
United Asset Strategies
New York
$3.25M +$435K +2,091 +15%
AMIM
781
Aull & Monroe Investment Management
Alabama
$3.21M
SWM
782
Sculati Wealth Management
Michigan
$3.2M +$15.6K +75 +0.5%
CAM
783
Cresset Asset Management
Illinois
$3.2M +$616K +2,963 +24%
PAM
784
Paradigm Asset Management
New York
$3.18M -$41.6K -200 -1%
RCM
785
Radnor Capital Management
Pennsylvania
$3.15M
CIA
786
Cohen Investment Advisors
New Hampshire
$3.13M -$56.3K -271 -2%
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$3.13M +$48.5K +233 +2%
HI
788
Harbour Investments
Wisconsin
$3.12M +$385K +1,850 +14%
MOS
789
MGO One Seven
Ohio
$3.12M +$74K +356 +2%
BHA
790
Beech Hill Advisors
New York
$3.11M -$3.12K -15 -0.1%
BE
791
Bonness Enterprises
District of Columbia
$3.11M
NERM
792
New England Research & Management
Illinois
$3.1M -$324K -1,558 -9%
WAM
793
WealthTrust Asset Management
Florida
$3.08M +$3.08M +14,810 New
CIAS
794
Capital Investment Advisory Services
North Carolina
$3.07M -$326K -1,566 -10%
SIC
795
Shoker Investment Counsel
Ohio
$3.07M -$29.9K -144 -1%
GIA
796
Gladstone Institutional Advisory
Florida
$3.06M +$1.4M +6,739 +84%
CRIG
797
Charter Research & Investment Group
Connecticut
$3.06M -$23.9K -115 -0.8%
WFPG
798
Waller Financial Planning Group
Ohio
$3.06M +$3.06M +14,715 New
PFA
799
Pure Financial Advisors
California
$3.06M
CIC
800
Chilton Investment Company
Connecticut
$3.04M -$741K -3,564 -20%