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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 %
PGAM
826
Princeton Global Asset Management
New Jersey
$2.85M +$143K +686 +5%
HI
827
Harrington Investments
California
$2.84M +$149K +715 +6%
SG Americas Securities
828
SG Americas Securities
New York
$2.84M -$4.14M -19,897 -59%
WAS
829
Wealth Advisory Solutions
Indiana
$2.84M -$2.44M -11,740 -46%
SWM
830
Spire Wealth Management
Virginia
$2.83M -$602K -2,894 -18%
PWA
831
Phoenix Wealth Advisors
North Carolina
$2.82M -$134K -633 -5%
AC
832
Addison Capital
Pennsylvania
$2.81M -$52K -250 -2%
GWM
833
GSB Wealth Management
Connecticut
$2.8M -$24.3K -117 -0.9%
SIA
834
SeaBridge Investment Advisors
New Jersey
$2.79M +$2.08K +10 +0.1%
CPA
835
Court Place Advisors
Maryland
$2.78M +$491K +2,361 +21%
JCM
836
Jacobi Capital Management
Pennsylvania
$2.78M -$50.7K -244 -2%
IFWM
837
Institute for Wealth Management
Colorado
$2.78M +$43.3K +208 +2%
VanEck Associates
838
VanEck Associates
New York
$2.78M -$86.3K -415 -3%
LIM
839
Loudon Investment Management
New Hampshire
$2.77M -$162K -777 -6%
MPPW
840
Mitchell & Pahl Private Wealth
Oklahoma
$2.77M +$48.3K +232 +2%
Lido Advisors
841
Lido Advisors
California
$2.74M +$368K +1,770 +15%
SWM
842
SeaCrest Wealth Management
New York
$2.74M -$90.2K -434 -3%
VPIM
843
Vanguard Personalized Indexing Management
California
$2.74M +$946K +4,548 +53%
BMA
844
Brooks Moore & Associates
Tennessee
$2.74M +$17.7K +85 +0.7%
NAG
845
Northstar Advisory Group
New Jersey
$2.73M +$1.07M +5,144 +64%
CIP
846
Capital Insight Partners
Arizona
$2.72M -$74.9K -360 -3%
GWMIA
847
Global Wealth Management Investment Advisory
Florida
$2.71M +$2.91K +14 +0.1%
AA
848
ALPS Advisors
Colorado
$2.7M -$128K -616 -5%
WTC
849
WhitTier Trust Company
Nevada
$2.68M -$4.78K -23 -0.2%
CG
850
Caprock Group
Idaho
$2.68M +$46K +221 +2%