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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 %
SC
1326
Savant Capital
Illinois
$746K +$4.37K +21 +0.6%
PG
1327
Patten Group
Tennessee
$740K +$2.08K +10 +0.3%
PWM
1328
PRW Wealth Management
Massachusetts
$740K +$740K +3,557 New
SWA
1329
SFMG Wealth Advisors
Texas
$739K -$68.7K -330 -9%
WP
1330
WealthSource Partners
California
$738K +$289K +1,392 +65%
DLA
1331
Douglas Lane & Associates
New York
$735K +$3.95K +19 +0.5%
EMG
1332
ETF Managers Group
New Jersey
$734K +$734K +3,534 New
FG
1333
Fiduciary Group
Georgia
$733K
DWM
1334
Defined Wealth Management
Oregon
$733K
BEAM
1335
Baker Ellis Asset Management
Washington
$730K -$52K -250 -7%
PIM
1336
Profit Investment Management
Maryland
$730K
CBTWT
1337
Community Bank & Trust (Waco, Texas)
Texas
$729K +$7.49K +36 +1%
COF
1338
Capital One Financial
Virginia
$728K +$35.1K +169 +5%
SCI
1339
Stableford Capital II
Arizona
$727K -$72.4K -348 -9%
CFGS
1340
Concourse Financial Group Securities
Alabama
$725K -$10.4K -50 -1%
MCCP
1341
Mission Creek Capital Partners
California
$724K -$34.3K -165 -5%
SWM
1342
Salvus Wealth Management
New Jersey
$722K +$17.2K +82 +2%
LWP
1343
Lumature Wealth Partners
Georgia
$721K +$50.9K +245 +8%
IA
1344
IFG Advisors
Missouri
$718K +$3.54K +17 +0.5%
HWA
1345
Heritage Wealth Advisors
Virginia
$717K
MCM
1346
Maryland Capital Management
Maryland
$715K +$35.1K +169 +5%
RCAG
1347
Rehmann Capital Advisory Group
Michigan
$715K +$15K +72 +2%
CFFP
1348
Center for Financial Planning
Michigan
$714K +$130K +627 +22%
VNA
1349
Valley National Advisers
Pennsylvania
$712K -$16.2K -78 -2%
RBC
1350
Roble Belko & Company
Pennsylvania
$712K