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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 %
1WA
1451
180 Wealth Advisors
Washington
$548K -$193K -1,010 -26%
CWM
1452
Cabot Wealth Management
Massachusetts
$548K -$38.1K -183 -6%
DFG
1453
Demars Financial Group
Washington
$545K
TF
1454
Trek Financial
Arizona
$545K +$26.4K +127 +5%
SLF
1455
Sun Life Financial
Ontario, Canada
$542K -$146K -701 -21%
WSC
1456
Wellington Shields & Co
New York
$542K
MG
1457
Mather Group
Illinois
$542K +$172K +828 +47%
PC
1458
Peavine Capital
Nevada
$541K
SCM
1459
Silvant Capital Management
Georgia
$540K +$341K +1,642 +171%
SF
1460
Summit Financial
New Jersey
$539K +$539K +2,594 New
FHA
1461
Flagship Harbor Advisors
Massachusetts
$538K -$94.9K -456 -15%
RCM
1462
RB Capital Management
Nevada
$537K -$18.3K -88 -3%
UF
1463
Univest Financial
Pennsylvania
$536K -$87.2K -419 -14%
WBG
1464
Wharton Business Group
Pennsylvania
$535K +$243K +1,170 +83%
AWM
1465
Accel Wealth Management
Iowa
$533K -$8.73K -42 -2%
CFS
1466
Cannon Financial Strategists
Georgia
$533K -$14.6K -70 -3%
DFA
1467
Delta Financial Advisors
Louisiana
$531K -$5.41K -26 -1%
SRC
1468
Shufro Rose & Co
New York
$530K -$15.6K -75 -3%
NEWAS
1469
N.E.W. Advisory Services
Wisconsin
$527K +$620 +3 +0.1%
CBN
1470
Cadence Bank NA
Texas
$527K +$26K +125 +5%
AWG
1471
Altus Wealth Group
Colorado
$526K -$1.04K -5 -0.2%
TPWA
1472
TRUE Private Wealth Advisors
Oregon
$524K -$489K -2,351 -48%
RCA
1473
Ranch Capital Advisors
Florida
$520K -$8.32K -40 -2%
BA
1474
Bluesphere Advisors
Pennsylvania
$520K
WRM
1475
Weybosset Research & Management
Rhode Island
$520K +$20.8K +100 +4%