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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 %
MWM
1276
Maltin Wealth Management
New Jersey
$717K -$6.38K -35 -0.9%
EN1L
1277
Engine No 1 LLC
California
$717K +$297K +1,628 +71%
KMWM
1278
Keudell/Morrison Wealth Management
Oregon
$714K -$24.4K -134 -3%
LWP
1279
Lumature Wealth Partners
Georgia
$713K +$81.7K +449 +13%
TAM
1280
Tocqueville Asset Management
New York
$712K +$910 +5 +0.1%
EMG
1281
ETF Managers Group
New Jersey
$712K +$59.3K +321 +9%
LCM
1282
Liberty Capital Management
Michigan
$710K -$5.46K -30 -0.8%
SFP
1283
Sterling Financial Planning
New Jersey
$710K
BCA
1284
Berman Capital Advisors
Georgia
$710K +$27.8K +153 +4%
WFC
1285
Western Financial Corp
California
$708K +$1.46K +8 +0.2%
PA
1286
Procyon Advisors
Connecticut
$708K +$179K +981 +34%
CPSC
1287
Carl P. Sherr & Co
Massachusetts
$705K -$9.29K -51 -1%
WAS
1288
Wealth Advisory Solutions
Indiana
$704K -$1.78M -9,778 -72%
CA
1289
Claro Advisors
Massachusetts
$704K +$33K +181 +5%
NB
1290
Northwest Bancshares
Pennsylvania
$699K -$2.37K -13 -0.3%
SCI
1291
Stableford Capital II
Arizona
$694K +$24.9K +130 +4%
AWG
1292
Altus Wealth Group
Colorado
$694K +$234K +1,284 +51%
FF
1293
FourThought Financial
Florida
$693K -$40.9K -225 -6%
KC
1294
Kingfisher Capital
North Carolina
$692K +$18.4K +101 +3%
MBT
1295
Montecito Bank & Trust
California
$691K +$144K +790 +26%
SLWA
1296
San Luis Wealth Advisors
California
$691K +$691K +3,792 New
PMG
1297
ProVise Management Group
Florida
$690K +$83.9K +461 +14%
GBT
1298
Grove Bank & Trust
Florida
$689K -$41.2K -226 -6%
WP
1299
WealthSource Partners
California
$685K +$38.3K +210 +6%
FA
1300
FMA Advisory
Pennsylvania
$683K +$95.4K +524 +16%