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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 %
RGC
1376
Roberts, Glore & Co
Illinois
$546K -$34K -200 -6%
FMLI
1377
Fukoku Mutual Life Insurance
Japan
$544K
CWAG
1378
Compton Wealth Advisory Group
Virginia
$544K +$113K +662 +26%
DC
1379
DeDora Capital
California
$543K +$24.8K +146 +5%
AWG
1380
Altus Wealth Group
Colorado
$543K +$65K +303 +14%
CCA
1381
Childress Capital Advisors
Texas
$540K +$176K +1,038 +48%
MPW
1382
MA Private Wealth
California
$539K +$539K +3,169 New
4WM
1383
44 Wealth Management
Oregon
$539K +$539K +3,172 New
WGAM
1384
Wilkinson Global Asset Management
New York
$538K +$538K +3,162 New
DTC
1385
Davidson Trust Company
Washington
$537K -$27.5K -162 -5%
SFSIG
1386
San Francisco Sentry Investment Group
California
$537K +$83.2K +490 +18%
CS
1387
Capital Square
Tennessee
$533K -$8.79K -50 -2%
PFBT
1388
Parkside Financial Bank & Trust
Missouri
$532K -$63.2K -372 -11%
RWM
1389
Ritholtz Wealth Management
New York
$531K +$182K +1,070 +52%
MWM
1390
Mission Wealth Management
California
$530K +$19K +112 +4%
EGA
1391
E&G Advisors
Texas
$529K +$11.6K +68 +2%
SXL
1392
Summit X LLC
Missouri
$526K -$9.19K -54 -2%
LB
1393
Leo Brokerage
Texas
$525K -$10.4K -61 -2%
SIG
1394
Sargent Investment Group
Maryland
$523K +$5.1K +30 +1%
AFWM
1395
AMJ Financial Wealth Management
Virginia
$522K -$161K -949 -24%
CCMG
1396
Clark Capital Management Group
Pennsylvania
$521K -$3.74K -22 -0.7%
CSPAM
1397
Cary Street Partners Asset Management
Virginia
$519K +$14.4K +553 +3%
Nomura Holdings
1398
Nomura Holdings
Japan
$518K -$1.4M -8,638 -73%
FMB
1399
Field & Main Bank
Kentucky
$518K
FHA
1400
First Horizon Advisors
Tennessee
$518K +$140K +822 +37%