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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 %
PAM
901
Premier Asset Management
Illinois
$2.38M -$1.19M -5,744 -33%
CIC
902
Carnegie Investment Counsel
Ohio
$2.38M +$31.8K +153 +1%
KFP
903
KMG Fiduciary Partners
Ohio
$2.37M +$25.8K +124 +1%
GJIC
904
Gamble Jones Investment Counsel
California
$2.37M
HCM
905
Hutner Capital Management
Vermont
$2.36M -$214K -1,029 -8%
SSWM
906
Smith Salley Wealth Management
North Carolina
$2.36M -$77.2K -371 -3%
GWCM
907
Godshalk Welsh Capital Management
Pennsylvania
$2.35M -$26.7K -125 -1%
CCM
908
Cox Capital Management
Massachusetts
$2.34M +$1.19M +5,705 +103%
GVAG
909
Great Valley Advisor Group
Delaware
$2.33M +$26.4K +146 +1%
NSB
910
Norway Savings Bank
Maine
$2.33M -$43.7K -210 -2%
HI
911
Human Investing
Oregon
$2.33M +$43.7K +210 +2%
CWM
912
Cornerstone Wealth Management
Missouri
$2.32M -$49.7K -239 -2%
SSB
913
Sandy Spring Bank
Maryland
$2.32M -$87.8K -422 -4%
RHDIC
914
R.H. Dinel Investment Counsel
California
$2.29M
FAM
915
Fulcrum Asset Management
United Kingdom
$2.29M -$1.61M
GG
916
Gofen & Glossberg
Illinois
$2.28M +$4.16K +20 +0.2%
LCM
917
Logan Capital Management
Pennsylvania
$2.28M +$57.8K +278 +3%
MGIA
918
Moneta Group Investment Advisors
Missouri
$2.28M +$179K +859 +9%
SB
919
Simmons Bank
Arkansas
$2.27M -$148K -710 -6%
ANTB
920
AMG National Trust Bank
Colorado
$2.27M -$58.2K -280 -3%
CFIA
921
Cantor Fitzgerald Investment Advisors
New York
$2.26M +$66.5K +320 +3%
FTDI
922
First Trust Direct Indexing
Massachusetts
$2.24M +$646K +3,109 +41%
SCM
923
Sterneck Capital Management
Missouri
$2.24M -$304K -1,585 -12%
OSAM
924
O'Shaughnessy Asset Management
Connecticut
$2.24M +$202K +970 +10%
TA
925
Townsend & Associates
Colorado
$2.21M +$29.6K +139 +1%