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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 %
APP
801
Avantax Planning Partners
Iowa
$3.02M +$24.5K +118 +0.8%
MBTD
802
Mechanics Bank - Trust Department
California
$3.01M +$666K +3,204 +28%
SAM
803
Silvercrest Asset Management
New York
$3.01M -$41.4K -199 -1%
CSM
804
CAMG Solamere Management
North Carolina
$3M -$109K -525 -4%
PSUF
805
People's United Financial
Connecticut
$2.97M -$803K -3,860 -21%
PA
806
Parallel Advisors
California
$2.96M +$88.4K +425 +3%
DWA
807
Douglass Winthrop Advisors
New York
$2.95M +$104K +500 +4%
BA
808
Bristlecone Advisors
Washington
$2.94M -$135K -650 -4%
TCOT
809
Trust Company of Toledo
Ohio
$2.94M -$15.4K -74 -0.5%
EI
810
Ethic Inc
New York
$2.92M +$867K +4,166 +42%
SC
811
Slow Capital
California
$2.92M +$281K +1,353 +11%
LNC
812
Lincoln National Corp
Pennsylvania
$2.91M -$261K -1,256 -8%
NC
813
NewSquare Capital
Pennsylvania
$2.91M +$202K +971 +7%
WAM
814
Wakefield Asset Management
Colorado
$2.89M -$8.73K -42 -0.3%
FLPIM
815
F.L. Putnam Investment Management
Massachusetts
$2.89M -$41.4K -199 -1%
BL
816
BFSG LLC
California
$2.89M -$3.12K -15 -0.1%
SW
817
SkyOak Wealth
Michigan
$2.89M -$91.5K -440 -3%
IBOK
818
Independence Bank of Kentucky
Kentucky
$2.88M -$183K -880 -6%
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$2.88M +$11K +53 +0.4%
GAMC
820
Garner Asset Management Corp
Texas
$2.88M -$6.03K -29 -0.2%
OIA
821
Optimum Investment Advisors
Illinois
$2.88M -$270K -1,298 -9%
Fayez Sarofim & Co
822
Fayez Sarofim & Co
Texas
$2.88M +$1.82M +8,731 +171%
PFO
823
Pathstone Family Office
New Jersey
$2.87M +$311K +1,496 +12%
HGWM
824
Horst & Graben Wealth Management
Oregon
$2.85M +$208 +1 +0%
CFA
825
Carroll Financial Associates
North Carolina
$2.85M +$577K +2,776 +25%