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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 %
JWM
1401
Jeppson Wealth Management
California
$619K -$2.08K -10 -0.3%
CPIG
1402
Chicago Partners Investment Group
Illinois
$619K +$47.2K +225 +8%
CAS
1403
Cascadia Advisory Services
Oregon
$617K
PCIA
1404
Prime Capital Investment Advisors
Kansas
$617K +$123K +592 +25%
RWM
1405
Ritholtz Wealth Management
New York
$613K -$36.6K -176 -6%
EWM
1406
EPG Wealth Management
Georgia
$612K +$11K +53 +2%
FAM
1407
Formidable Asset Management
Ohio
$608K
MWA
1408
Meridian Wealth Advisors
Texas
$608K +$127K +610 +26%
DTC
1409
Davidson Trust Company
Washington
$607K -$51K -245 -8%
CF
1410
Corrigan Financial
Rhode Island
$607K
WSTAM
1411
Wilbanks Smith & Thomas Asset Management
Virginia
$606K +$208 +1 +0%
PA
1412
Procyon Advisors
Connecticut
$605K +$130K +623 +27%
CWA
1413
Choice Wealth Advisors
Maine
$602K +$1.66K +8 +0.3%
TFO
1414
Tarbox Family Office
California
$600K
SWM
1415
Segment Wealth Management
Texas
$597K +$208 +1 +0%
BFO
1416
Boston Family Office
Massachusetts
$595K -$28.3K -136 -5%
AFP
1417
Ausdal Financial Partners
Iowa
$588K -$18.9K -91 -3%
MFG
1418
MidWestOne Financial Group
Iowa
$587K +$228K +1,096 +64%
TCB
1419
Texas Capital Bancshares
Texas
$585K -$14.3K -69 -2%
AWAP
1420
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$584K -$4.99K -24 -0.8%
FMLI
1421
Fukoku Mutual Life Insurance
Japan
$582K -$83.1K -400 -13%
WAM
1422
Weatherly Asset Management
California
$582K -$20.8K -100 -3%
RFN
1423
RDA Financial Network
Iowa
$582K
ER
1424
Enlightenment Research
Florida
$582K +$582K +2,800 New
RGC
1425
Roberts, Glore & Co
Illinois
$581K -$86.7K -417 -13%