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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 %
T
1426
TNF
Montana
$493K +$493K +2,442 New
SCM
1427
SKBA Capital Management
California
$483K -$1.02M -5,570 -68%
TCPWM
1428
Traverso Chambers Private Wealth Management
California
$483K
OFG
1429
OmniStar Financial Group
North Carolina
$483K +$483K +2,656 New
NIM
1430
NuWave Investment Management
New Jersey
$482K +$482K +2,648 New
CBT
1431
CoreFirst Bank & Trust
Kansas
$481K -$8.38K -46 -2%
GHAM
1432
Gilman Hill Asset Management
Connecticut
$481K
BFA
1433
Beaumont Financial Advisors
Massachusetts
$481K +$364 +2 +0.1%
CWM
1434
Cabot Wealth Management
Massachusetts
$479K
BFG
1435
Barber Financial Group
Kansas
$477K +$39.3K +216 +9%
FCBT
1436
First Citizens Bank & Trust
North Carolina
$477K +$76.6K +420 +19%
ACM
1437
Advisors Capital Management
New Jersey
$475K +$37.9K +208 +9%
NEWAS
1438
N.E.W. Advisory Services
Wisconsin
$474K +$10K +55 +2%
BBA
1439
BLB&B Advisors
Pennsylvania
$474K +$71.7K +394 +18%
PC
1440
Peavine Capital
Nevada
$473K
RCM
1441
RB Capital Management
Nevada
$473K +$2.37K +13 +0.5%
CWM
1442
Cahaba Wealth Management
Georgia
$473K +$473K +2,600 New
GI
1443
GAMCO Investors
Connecticut
$472K +$472K +2,593 New
BAS
1444
Brown Advisory Securities
Maryland
$472K +$472K +2,596 New
Cohen & Steers
1445
Cohen & Steers
New York
$469K -$34.2K -188 -7%
NB
1446
Nicolet Bankshares
Wisconsin
$467K -$85.1K -468 -15%
AWA
1447
Arete Wealth Advisors
Illinois
$467K -$18.7K -103 -4%
CFS
1448
Cannon Financial Strategists
Georgia
$466K
DFA
1449
Delta Financial Advisors
Louisiana
$466K +$729 +4 +0.2%
PSP
1450
Principal Street Partners
Tennessee
$465K +$68K +373 +17%