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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 %
PTC
901
Private Trust Company
Ohio
$2.05M +$988K +5,424 +93%
TNA
902
True North Advisors
Texas
$2.05M +$214K +1,175 +12%
GWM
903
Geneos Wealth Management
Colorado
$2.05M -$37.6K -207 -2%
GJIC
904
Gamble Jones Investment Counsel
California
$2.05M -$27.3K -150 -1%
OSAM
905
O'Shaughnessy Asset Management
Connecticut
$2.04M +$87.6K +481 +4%
GG
906
Gofen & Glossberg
Illinois
$2.04M +$43.9K +241 +2%
HCM
907
Howland Capital Management
Massachusetts
$2.04M -$109K -600 -5%
FTDI
908
First Trust Direct Indexing
Massachusetts
$2.04M +$81.8K +449 +4%
RT
909
Rockland Trust
Massachusetts
$2.01M +$124K +682 +7%
GF
910
Gabelli Funds
New York
$2.01M +$191K +1,050 +11%
RHDIC
911
R.H. Dinel Investment Counsel
California
$2M
NSB
912
Norway Savings Bank
Maine
$2M -$35.3K -194 -2%
GWCM
913
Godshalk Welsh Capital Management
Pennsylvania
$2M -$2.73K -15 -0.1%
SSB
914
Sandy Spring Bank
Maryland
$2M -$36.8K -202 -2%
DCM
915
Decatur Capital Management
Georgia
$2M -$2.35M -12,929 -54%
MGIA
916
Moneta Group Investment Advisors
Missouri
$1.98M -$10.7K -59 -0.5%
GWMIA
917
Global Wealth Management Investment Advisory
Florida
$1.96M -$417K -2,291 -18%
PA
918
Profund Advisors
Maryland
$1.94M +$31.9K +175 +2%
CFIA
919
Cantor Fitzgerald Investment Advisors
New York
$1.93M -$49.2K -270 -2%
HCM
920
Hutner Capital Management
Vermont
$1.93M -$143K -785 -7%
PDN
921
Pensionfund DSM Netherlands
Netherlands
$1.91M +$1.91M +10,500 New
EWA
922
EP Wealth Advisors
California
$1.91M -$203K -1,114 -10%
CWM
923
Cornerstone Wealth Management
Missouri
$1.91M -$130K -716 -6%
BFA
924
Bragg Financial Advisors
North Carolina
$1.9M +$351K +1,930 +23%
FMWA
925
Forvis Mazars Wealth Advisors
Missouri
$1.89M +$62.5K +343 +3%