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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 %
OTPPB
1201
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.04M -$272K -1,306 -21%
IWA
1202
IVC Wealth Advisors
Pennsylvania
$1.04M +$28.1K +135 +3%
SMC
1203
Smith, Moore & Co
Missouri
$1.03M +$84K +404 +9%
SAA
1204
Southeast Asset Advisors
Georgia
$1.03M -$229K -1,100 -18%
WMP
1205
Wealth Management Partners
Arizona
$1.03M +$11.6K +56 +1%
KF
1206
Krilogy Financial
Missouri
$1.02M -$108K -518 -10%
GFS
1207
GYL Financial Synergies
Connecticut
$1.02M +$2.29K +11 +0.2%
AAS
1208
Annex Advisory Services
Wisconsin
$1.02M +$1.02M +4,893 New
LWCFA
1209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M +$227K +1,093 +29%
CFG
1210
Cooper Financial Group
California
$1.01M +$16.6K +80 +2%
ERSOT
1211
Employees Retirement System of Texas
Texas
$1M -$3.76M -18,100 -79%
ERWM
1212
Elk River Wealth Management
Colorado
$1M
CWAG
1213
Compton Wealth Advisory Group
Virginia
$998K +$333K +1,601 +50%
4WM
1214
44 Wealth Management
Oregon
$998K +$338K +1,628 +51%
ACS
1215
Archford Capital Strategies
Illinois
$997K -$42.4K -204 -4%
PI
1216
Pettee Investors
Connecticut
$996K -$6.24K -30 -0.6%
SWIG
1217
Strategic Wealth Investment Group
Kentucky
$993K +$593K +2,852 +148%
AA
1218
Ancora Advisors
Ohio
$989K -$213K -1,022 -18%
S
1219
swisspartners
Liechtenstein
$988K
LF
1220
Lantz Financial
Illinois
$986K +$986K +4,742 New
PWM
1221
Peterson Wealth Management
Nevada
$984K +$984K +4,733 New
WKWM
1222
Walter & Keenan Wealth Management
Indiana
$982K -$20.8K -100 -2%
BFS
1223
Bradley Foster & Sargent
Connecticut
$981K +$20.4K +98 +2%
ABTD
1224
Arvest Bank Trust Division
Oklahoma
$981K +$94.6K +455 +11%
CC
1225
Chicago Capital
Illinois
$980K