UPS icon

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 %
SACTSONJ
1001
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.46M
BWP
1002
Baldwin Wealth Partners
Massachusetts
$1.46M
SKK
1003
Shepherd Kaplan Krochuk
Massachusetts
$1.46M -$10.9K -60 -0.7%
CG
1004
Castellan Group
Kentucky
$1.44M -$28.4K -156 -2%
BIA
1005
Bigelow Investment Advisors
Maine
$1.43M -$34K -187 -2%
TCMP
1006
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.43M +$64.3K +353 +5%
IAIM
1007
International Assets Investment Management
Florida
$1.43M +$123K +679 +9%
DA
1008
Duality Advisers
Florida
$1.43M -$1.9M -10,415 -57%
CC
1009
Constitution Capital
Connecticut
$1.43M -$6.37K -35 -0.4%
MYIA
1010
Mount Yale Investment Advisors
Colorado
$1.43M +$184K +1,009 +15%
SIA
1011
Soltis Investment Advisors
Utah
$1.42M +$55.2K +303 +4%
LC
1012
Lincoln Capital
Nebraska
$1.42M -$8.19K -45 -0.6%
BC
1013
Burleson & Co
California
$1.42M -$9.1K -50 -0.6%
EWM
1014
Empirical Wealth Management
Washington
$1.42M -$11.3K -62 -0.8%
HW
1015
Hancock Whitney
Mississippi
$1.42M -$114K -625 -7%
RPC
1016
Rossmore Private Capital
Connecticut
$1.42M +$11.8K +65 +0.8%
AWM
1017
Aevitas Wealth Management
Massachusetts
$1.42M -$15.8K -87 -1%
JIP
1018
JBJ Investment Partners
South Carolina
$1.41M -$3.64K -20 -0.3%
YWP
1019
YorkBridge Wealth Partners
New York
$1.41M +$126K +691 +10%
CF
1020
Centaurus Financial
California
$1.39M -$9.65K -53 -0.7%
TCM
1021
Tradewinds Capital Management
Washington
$1.39M +$182 +1 +0%
SFG
1022
SevenBridge Financial Group
Pennsylvania
$1.39M -$45.2K -248 -3%
DPIM
1023
Duff & Phelps Investment Management
Illinois
$1.39M -$30K -165 -2%
KFP
1024
KMG Fiduciary Partners
Ohio
$1.38M -$696K -3,822 -33%
HCP
1025
Hexagon Capital Partners
Arkansas
$1.38M +$59K +324 +4%