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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 %
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$1.9M +$115K +551 +6%
THWM
977
Taylor Hoffman Wealth Management
Virginia
$1.89M -$341K -1,642 -15%
PG
978
Pendal Group
Australia
$1.89M +$589K +2,834 +45%
WJWM
979
Williams Jones Wealth Management
New York
$1.89M +$143K +687 +8%
TMAM
980
Tokio Marine Asset Management
Japan
$1.89M +$56.2K +270 +3%
OIA
981
OneDigital Investment Advisors
Kansas
$1.89M +$12.9K +62 +0.7%
CL
982
CPWM LLC
Washington
$1.88M +$7.28K +35 +0.4%
SCM
983
Schnieders Capital Management
California
$1.87M +$158K +760 +9%
MFM
984
MD Financial Management
Ontario, Canada
$1.87M +$488K +2,346 +35%
KTM
985
Keeler Thomas Management
Utah
$1.87M
VFM
986
Vivid Financial Management
California
$1.86M -$43.9K -211 -2%
GC
987
Gratus Capital
Georgia
$1.86M -$83.6K -402 -4%
KFGK
988
Keystone Financial Group (Kentucky)
Kentucky
$1.84M -$19.3K -93 -1%
RMAM
989
Raab & Moskowitz Asset Management
New Jersey
$1.83M +$6.45K +31 +0.4%
O
990
Ossiam
France
$1.82M -$699K -3,652 -28%
SNT
991
Security National Trust
West Virginia
$1.81M -$44.7K -215 -2%
MA
992
Mutual Advisors
Nebraska
$1.81M -$84.5K -406 -4%
IWC
993
Integrated Wealth Concepts
Massachusetts
$1.81M +$4.37K +21 +0.2%
FMT
994
First Mercantile Trust
Tennessee
$1.81M +$409K +1,966 +29%
SWA
995
SOA Wealth Advisors
New York
$1.8M
UBV
996
United Bank (Virginia)
Virginia
$1.79M +$16.6K +80 +0.9%
HWM
997
Hohimer Wealth Management
Washington
$1.79M +$1.79M +8,608 New
AOWM
998
Alpha Omega Wealth Management
Virginia
$1.79M -$47.4K -228 -3%
ARMT
999
Amica Retiree Medical Trust
Rhode Island
$1.78M +$483K +2,325 +37%
NL
1000
NWAM LLC
Washington
$1.78M -$2.7K -13 -0.2%