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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 %
CA
1326
Corrado Advisors
New Jersey
$620K
PIM
1327
Perpetual Investment Management
Australia
$613K
B
1328
Brightworth
Georgia
$612K -$54K -318 -8%
FLI
1329
Family Legacy Inc
South Carolina
$610K +$8.68K +51 +1%
AssetMark Inc
1330
AssetMark Inc
California
$607K +$125K +738 +26%
SC
1331
Savant Capital
Illinois
$606K +$14.6K +86 +2%
AWMT
1332
AAFMAA Wealth Management & Trust
North Carolina
$605K +$3.74K +22 +0.6%
PG
1333
Patten Group
Tennessee
$603K -$8.57M -50,412 -93%
SIM
1334
Stratos Investment Management
Ohio
$603K -$142K -834 -19%
CFGS
1335
Concourse Financial Group Securities
Alabama
$601K +$64.1K +377 +12%
PFGIA
1336
Patriot Financial Group Insurance Agency
Massachusetts
$601K +$84.1K +495 +16%
DWM
1337
Defined Wealth Management
Oregon
$599K
PIM
1338
Profit Investment Management
Maryland
$598K +$9.7K +57 +2%
DLA
1339
Douglas Lane & Associates
New York
$597K -$129K -761 -18%
VNA
1340
Valley National Advisers
Pennsylvania
$595K -$33.5K -197 -5%
FCMC
1341
Founders Capital Management (Connecticut)
Connecticut
$591K +$85K +500 +17%
LFA
1342
Legacy Financial Advisors
Kentucky
$591K +$96.6K +568 +20%
CBTWT
1343
Community Bank & Trust (Waco, Texas)
Texas
$590K +$44.7K +263 +8%
BB
1344
Busey Bank
Illinois
$589K -$38.3K -225 -6%
KWMG
1345
King Wealth Management Group
Florida
$587K +$170 +1 +0%
HWA
1346
Heritage Wealth Advisors
Virginia
$586K
JIP
1347
Jaffetilchin Investment Partners
Florida
$586K +$586K +3,449 New
CA
1348
Capital Advantage
California
$584K +$1.87K +11 +0.3%
IA
1349
IFG Advisors
Missouri
$584K +$3.4K +20 +0.6%
CWG
1350
Cornerstone Wealth Group
North Carolina
$584K +$5.36K +30 +0.9%