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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 %
SWA
976
SOA Wealth Advisors
New York
$1.58M +$8.74K +48 +0.6%
HWM
977
Hohimer Wealth Management
Washington
$1.58M +$8.01K +44 +0.5%
UBV
978
United Bank (Virginia)
Virginia
$1.57M
CI
979
CX Institutional
Indiana
$1.57M +$1.32M +7,260 +535%
VFM
980
Vivid Financial Management
California
$1.57M -$65K -357 -4%
VCM
981
Virtue Capital Management
Tennessee
$1.56M +$24K +132 +2%
BCM
982
Bayesian Capital Management
New York
$1.56M +$1.56M +8,544 New
FT
983
Fiduciary Trust
Massachusetts
$1.55M +$96.8K +532 +7%
CA
984
Clearstead Advisors
Ohio
$1.53M -$10.2K -56 -0.7%
WJWM
985
Williams Jones Wealth Management
New York
$1.53M -$126K -691 -8%
BDF
986
Balasa Dinverno & Foltz
$1.53M +$216K +1,188 +16%
AOWM
987
Alpha Omega Wealth Management
Virginia
$1.53M -$39.7K -218 -3%
VF
988
Virtu Financial
New York
$1.52M +$1.52M +8,327 New
EFS
989
Essex Financial Services
Connecticut
$1.51M +$631K +3,467 +72%
FMT
990
First Mercantile Trust
Tennessee
$1.51M -$74.3K -408 -5%
HIM
991
HawsGoodwin Investment Management
Tennessee
$1.5M -$12.4K -68 -0.8%
MA
992
Mutual Advisors
Nebraska
$1.49M -$89.1K -489 -6%
KC
993
Knuff & Co
California
$1.49M +$460K +2,524 +45%
CBT
994
Central Bank & Trust
Kentucky
$1.49M +$83K +456 +6%
CS
995
Cannell & Spears
New York
$1.48M +$11.1K +61 +0.8%
VWA
996
V Wealth Advisors
Kansas
$1.48M +$13.3K +73 +0.9%
DI
997
Diligent Investors
California
$1.48M
CCG
998
Chatham Capital Group
Georgia
$1.48M +$42.8K +235 +3%
OIA
999
OneDigital Investment Advisors
Kansas
$1.47M -$185K -1,014 -11%
FUBT
1000
First United Bank & Trust
Maryland
$1.46M -$79.7K -438 -5%