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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
1276
Ferguson Wellman Capital Management
Oregon
$698K
CAG
1277
Csenge Advisory Group
Florida
$696K +$196K +1,112 +39%
FIM
1278
Freedom Investment Management
Connecticut
$693K -$112K -660 -14%
TAIM
1279
TD Ameritrade Investment Management
Nebraska
$693K
OC
1280
Oakworth Capital
Alabama
$692K
FF
1281
FourThought Financial
Florida
$691K -$15.5K -91 -2%
KCM
1282
Kanawha Capital Management
Virginia
$690K -$75.6K -445 -10%
CFS
1283
CRA Financial Services
New Jersey
$690K -$18.9K -111 -3%
IAMOG
1284
Investors Asset Management of Georgia
Georgia
$686K -$4.25K -25 -0.6%
LCM
1285
Liberty Capital Management
Michigan
$685K -$9.69K -57 -1%
OWM
1286
OneAscent Wealth Management
Alabama
$684K +$684K +4,023 New
FBT
1287
First Bank & Trust
South Dakota
$683K -$160K -944 -19%
AIL
1288
AGF Investments LLC
Ontario, Canada
$683K -$77.9K -458 -10%
GBT
1289
Grove Bank & Trust
Florida
$682K -$165K -973 -20%
GA
1290
GoalVest Advisory
New York
$678K +$64.7K +381 +11%
TNAM
1291
Terra Nova Asset Management
New York
$677K +$94K +553 +16%
DAM
1292
Diamant Asset Management
Connecticut
$676K
AII
1293
AGF Investments Inc
Ontario, Canada
$674K -$645K -3,792 -49%
MWM
1294
Maltin Wealth Management
New Jersey
$674K +$93.8K +552 +16%
SAM
1295
S.A. Mason
Michigan
$672K +$17.5K +103 +3%
BAM
1296
Belpointe Asset Management
Nevada
$665K -$1.76M -10,362 -73%
CPSC
1297
Carl P. Sherr & Co
Massachusetts
$664K +$340 +2 +0.1%
SFP
1298
Sterling Financial Planning
New Jersey
$662K -$83.8K -493 -11%
WFC
1299
Western Financial Corp
California
$661K +$176K +1,034 +36%
SWA
1300
SFMG Wealth Advisors
Texas
$660K