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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 %
FMBTD
1351
First Midwest Bank Trust Division
Illinois
$711K +$22.2K +107 +3%
MIG
1352
McGuire Investment Group
Rhode Island
$709K -$96.1K -462 -12%
EW
1353
Evoke Wealth
California
$709K +$20.6K +99 +3%
CWG
1354
Cornerstone Wealth Group
North Carolina
$706K +$15K +71 +2%
DBG
1355
De Burlo Group
Massachusetts
$704K
ML
1356
McAdam LLC
Pennsylvania
$703K +$768 +4 +0.1%
MF
1357
Montis Financial
Massachusetts
$699K
ED
1358
Exane Derivatives
France
$695K -$112K -532 -14%
SAM
1359
Summit Asset Management
Tennessee
$695K +$208 +1 +0%
SP
1360
Successful Portfolios
Florida
$694K +$2.08K +10 +0.3%
BDWM
1361
Brewin Dolphin Wealth Management
Ireland
$693K
PMG
1362
ProVise Management Group
Florida
$692K -$1.58M -7,580 -69%
TCM
1363
Teza Capital Management
Illinois
$690K +$690K +3,318 New
BL
1364
Balentine LLC
Georgia
$687K -$95.4K -459 -12%
FMTC
1365
Farmers & Merchants Trust Company
California
$686K -$25.6K -123 -4%
LFA
1366
Landmark Financial Advisors
Kentucky
$685K +$10.4K +50 +2%
DC
1367
DeDora Capital
California
$684K +$19.3K +93 +3%
AWM
1368
Avior Wealth Management
Nebraska
$681K +$125K +600 +22%
RWA
1369
Redhawk Wealth Advisors
Minnesota
$674K
FA
1370
FMA Advisory
Pennsylvania
$671K +$1.04K +5 +0.2%
AssetMark Inc
1371
AssetMark Inc
California
$663K -$79.6K -383 -11%
KWMG
1372
King Wealth Management Group
Florida
$661K -$57.1K -275 -8%
MPW
1373
MA Private Wealth
California
$661K +$1.66K +8 +0.3%
EAM
1374
Erste Asset Management
Austria
$659K +$517K +2,492 +365%
SXL
1375
Summit X LLC
Missouri
$656K +$9.42K +45 +1%