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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 %
CP
1251
Covenant Partners
Tennessee
$763K
CS
1252
Capital Square
Tennessee
$763K +$42.3K +233 +6%
NFC
1253
Northeast Financial Consultants
Connecticut
$762K -$318K -1,746 -29%
SCI
1254
S&CO Inc
Massachusetts
$762K -$5.46K -30 -0.7%
OC
1255
Oakworth Capital
Alabama
$760K -$13.7K -75 -2%
CAGAS
1256
Capital Advisory Group Advisory Services
Minnesota
$757K +$21.9K +120 +3%
FIM
1257
Freedom Investment Management
Connecticut
$757K +$103K +566 +16%
PIM
1258
Perpetual Investment Management
Australia
$749K
STB
1259
S&T Bank
Pennsylvania
$749K +$41.7K +229 +6%
HCM
1260
Hudson Capital Management
New Jersey
$744K
AWM
1261
Avior Wealth Management
Nebraska
$744K +$147K +810 +25%
IAMOG
1262
Investors Asset Management of Georgia
Georgia
$742K +$2.91K +16 +0.4%
HJMC
1263
Hellman Jordan Management Company
Massachusetts
$741K -$278K -1,526 -27%
IWM
1264
IHT Wealth Management
Illinois
$740K -$396K -2,171 -35%
FWCM
1265
Ferguson Wellman Capital Management
Oregon
$740K +$4.55K +25 +0.6%
KCM
1266
Kanawha Capital Management
Virginia
$738K -$1.64K -9 -0.2%
WGAM
1267
Wilkinson Global Asset Management
New York
$736K -$61.9K -340 -8%
TNB
1268
Thomasville National Bank
Georgia
$732K -$17.7K -97 -2%
TNAM
1269
Terra Nova Asset Management
New York
$731K +$17.1K +94 +2%
FCFC
1270
First Commonwealth Financial Corp
Pennsylvania
$730K +$17.7K +97 +2%
LMAM
1271
Legg Mason Asset Management
Japan
$727K -$60.1K -330 -8%
PWM
1272
Perigon Wealth Management
California
$724K +$5.64K +31 +0.8%
DAM
1273
Diamant Asset Management
Connecticut
$724K +$724K +3,975 New
TAIM
1274
TD Ameritrade Investment Management
Nebraska
$722K +$600K +3,599 +492%
ALAM
1275
Asahi Life Asset Management
Japan
$721K +$40.1K +220 +6%