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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 %
RA
1401
RFG Advisory
Alabama
$537K -$7.1K -39 -1%
ITIM
1402
Indiana Trust & Investment Management
Indiana
$533K +$911 +5 +0.2%
CF
1403
Corrigan Financial
Rhode Island
$531K
DTC
1404
Davidson Trust Company
Washington
$531K -$547 -3 -0.1%
CWA
1405
Choice Wealth Advisors
Maine
$529K +$1.64K +9 +0.3%
TFO
1406
Tarbox Family Office
California
$528K +$2.91K +16 +0.6%
NDSI
1407
Newman Dignan & Sheerar Inc
Rhode Island
$527K +$82K +451 +18%
FMB
1408
Field & Main Bank
Kentucky
$524K -$34.6K -190 -6%
SWM
1409
Segment Wealth Management
Texas
$523K +$182 +1 +0%
BFO
1410
Boston Family Office
Massachusetts
$521K
CGA
1411
Crescent Grove Advisors
Illinois
$521K +$521K +2,863 New
WC
1412
Westhampton Capital
North Carolina
$518K +$204K +1,120 +65%
RFN
1413
RDA Financial Network
Iowa
$511K +$1.64K +9 +0.3%
CCA
1414
Childress Capital Advisors
Texas
$511K +$69.1K +380 +16%
WAM
1415
Weatherly Asset Management
California
$510K
PCM
1416
Penserra Capital Management
California
$509K -$529K -2,916 -51%
CCM
1417
Cribstone Capital Management
Maine
$507K +$7.84K +43 +2%
AWAP
1418
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$504K -$7.65K -42 -1%
APW
1419
Aurora Private Wealth
New Jersey
$502K
WCG
1420
Weaver Consulting Group
California
$501K +$2.18K +12 +0.4%
MMHP
1421
Murphy Middleton Hinkle & Parker
Georgia
$500K -$3.28K -18 -0.7%
GWM
1422
Gray Wealth Management
Maine
$500K -$2.91K -16 -0.6%
TCB
1423
Texas Capital Bancshares
Texas
$497K -$14.9K -82 -3%
NC
1424
NovaPoint Capital
Georgia
$495K
KTC
1425
Kistler-Tiffany Companies
Pennsylvania
$493K +$182 +1 +0%