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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 %
LBD
1176
Landsberg Bennett & Dubbaneh
Florida
$936K +$4.54K +25 +0.5%
LA
1177
LVW Advisors
New York
$936K +$209K +1,146 +29%
FMC
1178
First Merchants Corp
Indiana
$931K +$13.7K +75 +1%
AAM
1179
AR Asset Management
California
$929K
LA
1180
Legacy Advisors
Pennsylvania
$926K +$7.1K +39 +0.8%
BSB
1181
Bangor Savings Bank
Maine
$924K +$236K +1,298 +34%
MSS
1182
Mitchell Sinkler & Starr
Pennsylvania
$921K -$18.2K -100 -2%
ZIC
1183
ZWJ Investment Counsel
Georgia
$917K -$182K -1,000 -17%
KFA
1184
Krane Funds Advisors
New York
$913K -$125K -684 -12%
SWIG
1185
Strategic Wealth Investment Group
Kentucky
$913K +$42.3K +232 +5%
MSA
1186
Marino Stram & Associates
Massachusetts
$912K -$369K -2,028 -29%
SMC
1187
Smith, Moore & Co
Missouri
$901K -$546 -3 -0.1%
SAA
1188
Southeast Asset Advisors
Georgia
$901K +$546 +3 +0.1%
WMP
1189
Wealth Management Partners
Arizona
$899K -$546 -3 -0.1%
BJL
1190
Brighton Jones LLC
Washington
$888K -$47.4K -260 -5%
DAC
1191
Dividend Assets Capital
South Carolina
$888K -$40.8K -224 -4%
CWAG
1192
Compton Wealth Advisory Group
Virginia
$887K +$13.1K +72 +2%
LWCFA
1193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$886K -$1.46K -8 -0.2%
CFG
1194
Cooper Financial Group
California
$885K +$2.37K +13 +0.3%
MGWM
1195
Marks Group Wealth Management
Minnesota
$885K +$64.7K +356 +8%
BW
1196
Bison Wealth
Georgia
$884K +$53.1K +292 +6%
V
1197
VeraBank
Texas
$883K +$28.2K +155 +3%
PI
1198
Pettee Investors
Connecticut
$881K +$9.1K +50 +1%
IWA
1199
IVC Wealth Advisors
Pennsylvania
$877K -$31.7K -174 -3%
ERWM
1200
Elk River Wealth Management
Colorado
$877K