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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 %
MME
1026
Meag Munich Ergo
Germany
$1.38M -$3.63M -19,956 -72%
FAIM
1027
Financial Advocates Investment Management
Washington
$1.38M -$96.2K -528 -7%
MAFM
1028
Mid Atlantic Financial Management
Pennsylvania
$1.38M +$47.7K +262 +4%
MWM
1029
Meridian Wealth Management
Kentucky
$1.37M -$163K -896 -11%
CCP
1030
Cardan Capital Partners
Colorado
$1.37M +$19.7K +108 +1%
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$1.37M -$296K -1,624 -18%
AF
1032
Ally Financial
Michigan
$1.37M +$1.37M +7,500 New
ANBT
1033
American National Bank & Trust
Texas
$1.36M +$102K +560 +8%
AAM
1034
Azzad Asset Management
Virginia
$1.36M +$48.3K +265 +4%
SS
1035
Simplicity Solutions
Minnesota
$1.35M +$135K +739 +11%
SFG
1036
SNS Financial Group
Minnesota
$1.34M
AIA
1037
AIMZ Investment Advisors
California
$1.34M
WANY
1038
Wealthspire Advisors (New York)
New York
$1.34M +$1M +5,506 +295%
EIA
1039
Eldridge Investment Advisors
New Hampshire
$1.34M +$364 +2 +0%
HCMT
1040
Highland Capital Management (Tennessee)
Tennessee
$1.34M -$102K -561 -7%
FDS
1041
First Dallas Securities
Texas
$1.34M +$167K +915 +14%
ARMT
1042
Amica Retiree Medical Trust
Rhode Island
$1.33M -$231K -1,267 -15%
PAMG
1043
Patton Albertson Miller Group
Tennessee
$1.33M -$27.3K -150 -2%
GCA
1044
Guardian Capital Advisors
Ontario, Canada
$1.33M -$16.9K -95 -1%
GT
1045
Greenleaf Trust
Michigan
$1.32M -$24.9K -137 -2%
ICM
1046
IMS Capital Management
Oregon
$1.32M +$182 +1 +0%
BTWM
1047
Baker Tilly Wealth Management
Wisconsin
$1.32M +$187K +1,028 +17%
CAG
1048
Csenge Advisory Group
Florida
$1.31M +$15.8K +87 +1%
ACWM
1049
Adams Chetwood Wealth Management
North Carolina
$1.3M +$910 +5 +0.1%
NFG
1050
Next Financial Group
Texas
$1.3M +$29.7K +163 +2%