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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 %
CSM
801
CAMG Solamere Management
North Carolina
$2.63M
ASI
802
Advisory Services & Investments
Oregon
$2.61M +$2.61M +14,342 New
HI
803
Harbour Investments
Wisconsin
$2.61M -$121K -667 -4%
BMA
804
Brooks Moore & Associates
Tennessee
$2.61M +$216K +1,185 +9%
Bessemer Group
805
Bessemer Group
New Jersey
$2.61M +$336K +1,848 +15%
AA
806
ALPS Advisors
Colorado
$2.6M +$233K +1,282 +10%
DWA
807
Douglass Winthrop Advisors
New York
$2.58M
WAM
808
Wakefield Asset Management
Colorado
$2.57M +$36.6K +201 +1%
TCOT
809
Trust Company of Toledo
Ohio
$2.56M -$11.7K -64 -0.5%
CIAS
810
Capital Investment Advisory Services
North Carolina
$2.56M -$133K -733 -5%
SC
811
Slow Capital
California
$2.55M -$6.01K -33 -0.2%
VPIM
812
Vanguard Personalized Indexing Management
California
$2.55M +$152K +836 +6%
BL
813
BFSG LLC
California
$2.55M +$17.8K +98 +0.7%
PGAM
814
Princeton Global Asset Management
New Jersey
$2.54M +$43.5K +239 +2%
CHJWM
815
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.53M +$102K +489 +4%
AC
816
Arjuna Capital
North Carolina
$2.53M +$1.14M +6,236 +81%
LNC
817
Lincoln National Corp
Pennsylvania
$2.53M -$24.2K -133 -0.9%
SW
818
SkyOak Wealth
Michigan
$2.52M -$1.64K -9 -0.1%
BA
819
Bristlecone Advisors
Washington
$2.52M -$54.6K -300 -2%
GAMC
820
Garner Asset Management Corp
Texas
$2.52M -$3.28K -18 -0.1%
EWA
821
Exencial Wealth Advisors
Oklahoma
$2.5M +$183K +1,004 +8%
HGWM
822
Horst & Graben Wealth Management
Oregon
$2.5M
C
823
Certuity
Florida
$2.49M +$143K +786 +6%
CG
824
Caprock Group
Idaho
$2.48M +$134K +736 +6%
JCM
825
Jacobi Capital Management
Pennsylvania
$2.48M +$49.7K +273 +2%