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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 %
PIM
1326
Profit Investment Management
Maryland
$639K
CBTWT
1327
Community Bank & Trust (Waco, Texas)
Texas
$636K -$2K -11 -0.3%
MFG
1328
Menard Financial Group
Texas
$636K +$71.8K +394 +13%
IA
1329
IFG Advisors
Missouri
$632K +$3.28K +18 +0.5%
BEAM
1330
Baker Ellis Asset Management
Washington
$630K -$9.1K -50 -1%
GWM
1331
Greenwich Wealth Management
Connecticut
$629K +$64.1K +352 +11%
CFFP
1332
Center for Financial Planning
Michigan
$625K
RBC
1333
Roble Belko & Company
Pennsylvania
$625K +$1.28K +7 +0.2%
VNA
1334
Valley National Advisers
Pennsylvania
$623K
EAM
1335
Erste Asset Management
Austria
$621K +$34.5K +187 +6%
ESB
1336
Essex Savings Bank
Connecticut
$619K +$44.2K +226 +8%
SLF
1337
Sun Life Financial
Ontario, Canada
$619K +$145K +799 +31%
CFGS
1338
Concourse Financial Group Securities
Alabama
$618K -$16.9K -93 -3%
EW
1339
Evoke Wealth
California
$618K -$2.55K -14 -0.4%
CWG
1340
Cornerstone Wealth Group
North Carolina
$618K +$9.83K +54 +2%
DBG
1341
De Burlo Group
Massachusetts
$617K
CAL
1342
Capital Analysts LLC
Pennsylvania
$616K -$69.2K -380 -10%
FMTC
1343
Farmers & Merchants Trust Company
California
$616K +$14.4K +79 +2%
SB
1344
Sunflower Bank
Texas
$615K -$46.4K -255 -7%
MIG
1345
McGuire Investment Group
Rhode Island
$613K -$8.2K -45 -1%
FMLI
1346
Fukoku Mutual Life Insurance
Japan
$612K +$102K +560 +20%
PFBT
1347
Parkside Financial Bank & Trust
Missouri
$611K +$42K +231 +7%
MCCP
1348
Mission Creek Capital Partners
California
$610K -$23.7K -130 -4%
SAM
1349
Summit Asset Management
Tennessee
$609K
SP
1350
Successful Portfolios
Florida
$608K