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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 %
LFA
1276
Legacy Financial Advisors
Kentucky
$846K +$123K +592 +17%
KCM
1277
Kanawha Capital Management
Virginia
$845K
IAMOG
1278
Investors Asset Management of Georgia
Georgia
$845K +$5.41K +26 +0.6%
KMWM
1279
Keudell/Morrison Wealth Management
Oregon
$843K -$58.9K -283 -7%
CS
1280
Capital Square
Tennessee
$843K +$199K +938 +31%
FWCM
1281
Ferguson Wellman Capital Management
Oregon
$840K -$13.5K -65 -2%
CAGAS
1282
Capital Advisory Group Advisory Services
Minnesota
$840K +$38.9K +187 +5%
DWM
1283
Dakota Wealth Management
Florida
$839K -$83.6K -402 -9%
FF
1284
FourThought Financial
Florida
$839K -$6.86K -33 -0.8%
OPS
1285
Orion Portfolio Solutions
Nebraska
$834K -$24.3K -117 -3%
GBT
1286
Grove Bank & Trust
Florida
$834K -$1.46K -7 -0.2%
LA
1287
LVW Advisors
New York
$830K +$28.1K +135 +3%
MWM
1288
Maltin Wealth Management
New Jersey
$826K +$832 +4 +0.1%
SIM
1289
Stratos Investment Management
Ohio
$825K +$88.1K +424 +12%
WA
1290
Wealth Alliance
New York
$824K +$130K +623 +19%
SAM
1291
S.A. Mason
Michigan
$823K
EFS
1292
Essex Financial Services
Connecticut
$823K
PWM
1293
Perigon Wealth Management
California
$821K +$49.3K +237 +6%
LCM
1294
Liberty Capital Management
Michigan
$817K -$20.8K -100 -2%
CPSC
1295
Carl P. Sherr & Co
Massachusetts
$816K +$3.54K +17 +0.4%
PFGIA
1296
Patriot Financial Group Insurance Agency
Massachusetts
$816K +$80.7K +388 +11%
TNAM
1297
Terra Nova Asset Management
New York
$815K -$12.7K -61 -2%
FCFC
1298
First Commonwealth Financial Corp
Pennsylvania
$814K -$63.5K -305 -7%
TAM
1299
Tocqueville Asset Management
New York
$812K -$200K -961 -20%
SFP
1300
Sterling Financial Planning
New Jersey
$811K +$624 +3 +0.1%