UPS icon

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 %
PCM
1151
Penserra Capital Management
California
$1.19M +$816K +3,931 +220%
KFA
1152
Krane Funds Advisors
New York
$1.19M +$73.6K +354 +7%
LWAM
1153
Legacy Wealth Asset Management
Minnesota
$1.18M +$3.12K +15 +0.3%
WI
1154
Wintrust Investments
Illinois
$1.18M +$1.18M +5,677 New
LWM
1155
Loveless Wealth Management
Montana
$1.18M -$11.4K -55 -1%
KC
1156
Knuff & Co
California
$1.18M +$117K +561 +11%
LCM
1157
Landscape Capital Management
New Jersey
$1.17M
CBB
1158
Citizens Business Bank
California
$1.17M
DI
1159
DAGCO Inc
Ohio
$1.17M -$411K -1,976 -26%
AWM
1160
Affinity Wealth Management
Delaware
$1.17M +$1.17M +5,502 New
SFS
1161
Solitude Financial Services
Virginia
$1.17M -$166K -800 -13%
HJMC
1162
Hellman Jordan Management Company
Massachusetts
$1.16M -$29.1K -140 -2%
PWM
1163
Palumbo Wealth Management
New York
$1.16M -$12.7K -61 -1%
NWA
1164
New World Advisors
Massachusetts
$1.16M +$1.16M +5,591 New
DBRC
1165
D.B. Root & Company
Pennsylvania
$1.15M +$29.5K +142 +3%
KA
1166
Kovack Advisors
Florida
$1.15M +$1.87K +9 +0.2%
HIA
1167
Harbor Investment Advisory
Maryland
$1.14M +$30K +144 +3%
FFWA
1168
FRG Family Wealth Advisors
Washington
$1.14M +$29.1K +140 +3%
SWP
1169
Strategic Wealth Partners
Ohio
$1.13M -$415K -1,995 -27%
PFWA
1170
Paces Ferry Wealth Advisors
Georgia
$1.13M -$3.95K -19 -0.3%
CTA
1171
Colonial Trust Advisors
South Carolina
$1.12M
BMWM
1172
Brown Miller Wealth Management
Virginia
$1.12M -$15.2K -73 -1%
LC
1173
LCNB Corp
Ohio
$1.12M -$4.16K -20 -0.4%
JSL
1174
JT Stratford LLC
Georgia
$1.12M -$11.9K -57 -1%
MCIA
1175
Mountain Capital Investment Advisors
Colorado
$1.12M -$152K -716 -12%