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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 %
CPIG
1301
Chicago Partners Investment Group
Illinois
$679K +$50.3K +236 +8%
AssetMark Inc
1302
AssetMark Inc
California
$678K +$97.1K +533 +17%
CNFG
1303
Creegan & Nassoura Financial Group
New Hampshire
$676K +$182 +1 +0%
DWM
1304
Dakota Wealth Management
Florida
$675K -$60K -329 -8%
PK
1305
Pflug Koory
Nebraska
$675K
SC
1306
Savant Capital
Illinois
$673K +$19.5K +107 +3%
PG
1307
Patten Group
Tennessee
$672K +$23.9K +131 +4%
DLA
1308
Douglas Lane & Associates
New York
$672K +$29.1K +160 +5%
SWM
1309
Salvus Wealth Management
New Jersey
$672K +$46.3K +254 +7%
MWM
1310
Mission Wealth Management
California
$672K +$107K +587 +19%
ML
1311
McAdam LLC
Pennsylvania
$670K +$2.55K +14 +0.4%
FMBTD
1312
First Midwest Bank Trust Division
Illinois
$670K +$47.2K +259 +8%
EWA
1313
ERTS Wealth Advisors
Michigan
$668K -$9.1K -50 -1%
SWA
1314
SFMG Wealth Advisors
Texas
$666K +$18.8K +103 +3%
FCMT
1315
Founders Capital Management (Texas)
Texas
$665K -$21K -115 -3%
CA
1316
Corrado Advisors
New Jersey
$664K
MAG
1317
MRA Advisory Group
New Jersey
$664K +$182 +1 +0%
BC
1318
Burney Company
Virginia
$659K -$34.8K -191 -5%
GA
1319
Gateway Advisory
New Jersey
$658K +$658K +3,611 New
CAS
1320
Cascadia Advisory Services
Oregon
$657K +$116K +639 +22%
Verition Fund Management
1321
Verition Fund Management
Connecticut
$656K +$256K +1,408 +64%
LB
1322
Leo Brokerage
Texas
$654K +$106K +583 +19%
FLI
1323
Family Legacy Inc
South Carolina
$650K -$3.49K -19 -0.5%
LHC
1324
Little House Capital
Massachusetts
$648K -$38.6K -212 -6%
DWM
1325
Defined Wealth Management
Oregon
$648K +$5.65K +31 +0.9%