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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
1151
Loveless Wealth Management
Montana
$974K
PTC
1152
Private Trust Company
Ohio
$968K -$16.6K -98 -2%
LWM
1153
Lyell Wealth Management
California
$968K +$438K +2,577 +83%
CSPIA
1154
Cary Street Partners Investment Advisory
Virginia
$965K -$5.65M -33,261 -85%
CGL
1155
Clarius Group LLC
Washington
$964K -$10.2K -60 -1%
LWAM
1156
Legacy Wealth Asset Management
Minnesota
$963K +$5.27K +31 +0.6%
PWM
1157
Palumbo Wealth Management
New York
$961K +$27.7K +163 +3%
LCM
1158
Landscape Capital Management
New Jersey
$959K +$24.7K +145 +3%
BCM
1159
Bluefin Capital Management
New York
$958K -$1.53M -8,975 -61%
CBB
1160
Citizens Business Bank
California
$956K
TC
1161
Toews Corporation
New Jersey
$952K +$952K +5,600 New
CCM
1162
Cox Capital Management
Massachusetts
$940K +$21.6K +127 +2%
KA
1163
Kovack Advisors
Florida
$939K -$19.7K -116 -2%
AC
1164
Arjuna Capital
North Carolina
$939K +$92.1K +542 +11%
Fidelity International
1165
Fidelity International
Bermuda
$933K +$523K +3,077 +128%
BMWM
1166
Brown Miller Wealth Management
Virginia
$930K +$45.4K +267 +5%
TCMP
1167
Thrive Capital Management (Pennsylvania)
Pennsylvania
$930K +$334K +1,965 +56%
CCG
1168
Cypress Capital Group
Florida
$929K -$629K -3,702 -40%
JSL
1169
JT Stratford LLC
Georgia
$925K +$24.3K +143 +3%
WFM
1170
Wolff Financial Management
Michigan
$924K -$2.89K -17 -0.3%
PFWA
1171
Paces Ferry Wealth Advisors
Georgia
$924K +$510 +3 +0.1%
KF
1172
Krilogy Financial
Missouri
$924K +$13.4K +79 +1%
TFA
1173
Teamwork Financial Advisors
Texas
$921K -$17K -100 -2%
LC
1174
LCNB Corp
Ohio
$920K -$17K -100 -2%
CTA
1175
Colonial Trust Advisors
South Carolina
$919K -$6.46K -38 -0.7%