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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 %
ACS
1201
Archford Capital Strategies
Illinois
$876K +$3.28K +18 +0.4%
WKWM
1202
Walter & Keenan Wealth Management
Indiana
$872K +$12K +66 +1%
DT
1203
Diversified Trust
Tennessee
$871K -$364K -2,000 -29%
Tudor Investment Corp
1204
Tudor Investment Corp
Connecticut
$870K +$870K +4,776 New
AAS
1205
Annex Advisory Services
Wisconsin
$869K -$22K -121 -2%
BB
1206
Busey Bank
Illinois
$866K +$206K +1,131 +31%
SCM
1207
Southport Capital Management
Tennessee
$865K -$82.9K -455 -9%
SIP
1208
Stoneridge Investment Partners
Pennsylvania
$865K +$865K +4,750 New
CC
1209
Chicago Capital
Illinois
$864K +$6.01K +33 +0.7%
BFS
1210
Bradley Foster & Sargent
Connecticut
$861K +$1.46K +8 +0.2%
HCP
1211
Holt Capital Partners
Texas
$857K
JIP
1212
Jaffetilchin Investment Partners
Florida
$854K +$82.7K +454 +11%
SF
1213
Summit Financial
New Jersey
$854K +$381K +2,093 +81%
PWM
1214
Peterson Wealth Management
Nevada
$853K -$8.56K -47 -1%
GFS
1215
GYL Financial Synergies
Connecticut
$849K -$43.7K -240 -5%
LWM
1216
Liberty Wealth Management
California
$845K +$133K +715 +19%
RFG
1217
Range Financial Group
Oregon
$843K -$876K -4,809 -51%
FNBOSM
1218
First National Bank of South Miami
Florida
$842K -$1.28K -7 -0.2%
ESBC
1219
E.S. Barr & Co
Kentucky
$840K -$3.1K -17 -0.4%
S
1220
swisspartners
Liechtenstein
$838K -$27.3K -150 -3%
NL
1221
NVWM LLC
Pennsylvania
$832K +$25.5K +140 +3%
PWPS
1222
Pinnacle Wealth Planning Services
Ohio
$829K -$11.8K -65 -1%
WFA
1223
WestHill Financial Advisors
California
$826K +$826K +4,537 New
WA
1224
Wealth Alliance
New York
$823K +$101K +555 +14%
LWM
1225
Lyell Wealth Management
California
$821K