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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 %
AWM
1351
Absher Wealth Management
North Carolina
$608K +$279K +1,534 +85%
BPGAM
1352
BTG Pactual Global Asset Management
Bermuda
$607K +$607K +3,335 New
BDWM
1353
Brewin Dolphin Wealth Management
Ireland
$606K
MCM
1354
Maryland Capital Management
Maryland
$606K -$20.4K -112 -3%
CCM
1355
Coldstream Capital Management
Washington
$604K -$3.14M -18,830 -84%
TF
1356
Trek Financial
Arizona
$602K +$125K +687 +26%
MF
1357
Montis Financial
Massachusetts
$601K +$1.61K +9 +0.3%
SWM
1358
Selective Wealth Management
Virginia
$597K -$353K -1,940 -37%
EGA
1359
E&G Advisors
Texas
$594K +$594K +3,262 New
HWA
1360
Heritage Wealth Advisors
Virginia
$593K -$34.8K -191 -6%
DC
1361
DeDora Capital
California
$585K -$14.2K -78 -2%
QCM
1362
Quest Capital Management
Texas
$582K +$8.2K +45 +1%
SIG
1363
Sargent Investment Group
Maryland
$581K +$12.9K +71 +2%
MPW
1364
MA Private Wealth
California
$580K +$1.46K +8 +0.3%
QCG
1365
Quadrant Capital Group
Ohio
$580K +$21.5K +118 +4%
KWMG
1366
King Wealth Management Group
Florida
$579K
BL
1367
Balentine LLC
Georgia
$578K -$23.5K -129 -4%
SXL
1368
Summit X LLC
Missouri
$575K +$6.71K +37 +1%
WSTAM
1369
Wilbanks Smith & Thomas Asset Management
Virginia
$572K +$41.5K +228 +8%
XT
1370
XTX Topco
Cayman Islands
$572K +$572K +3,143 New
GCC
1371
Game Creek Capital
Massachusetts
$569K -$523K -2,875 -48%
COF
1372
Capital One Financial
Virginia
$566K -$71.6K -393 -11%
CA
1373
Cornerstone Advisory
Maryland
$564K -$3.46K -19 -0.6%
OWP
1374
Obermeyer Wealth Partners
Colorado
$563K +$63.8K +350 +13%
MWM
1375
Minot Wealth Management
Massachusetts
$563K +$232K +1,273 +70%