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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 %
GSIS
1576
Global Strategic Investment Solutions
Arizona
$338K +$49.2K +270 +17%
SWM
1577
Sugarloaf Wealth Management
Georgia
$337K +$364 +2 +0.1%
Jones Financial Companies
1578
Jones Financial Companies
Missouri
$335K +$29.6K +163 +10%
WA
1579
Waverly Advisors
Alabama
$333K +$11.7K +55 +4%
CIP
1580
Convergence Investment Partners
Florida
$332K -$1.47M -8,071 -82%
MFG
1581
MidWestOne Financial Group
Iowa
$332K -$182K -1,000 -35%
LIM
1582
Leavell Investment Management
Alabama
$332K +$332K +1,824 New
LB
1583
Legacy Bridge
Iowa
$331K +$7.29K +40 +2%
CFC
1584
Coyle Financial Counsel
Illinois
$330K +$93.1K +511 +39%
SFO
1585
Stokes Family Office
Louisiana
$329K +$4.74K +26 +1%
LNWTC
1586
Laird Norton Wetherby Trust Company
Washington
$329K +$14.2K +78 +5%
BCM
1587
Becker Capital Management
Oregon
$329K +$15K +82 +5%
KPCM
1588
Kings Point Capital Management
New York
$328K
QCM
1589
Quantinno Capital Management
New York
$328K +$2.18K +12 +0.7%
VIM
1590
Vista Investment Management
Pennsylvania
$328K +$112K +616 +52%
TCBWMS
1591
Texas Capital Bank Wealth Management Services
Texas
$326K -$7.84K -43 -2%
WP
1592
WMS Partners
Maryland
$326K +$364 +2 +0.1%
DIA
1593
Dana Investment Advisors
Wisconsin
$325K
QPWM
1594
Quadrant Private Wealth Management
Pennsylvania
$325K +$23K +126 +8%
WSCM
1595
Wellington Shields Capital Management
New York
$324K
GQG Partners
1596
GQG Partners
Florida
$323K +$79.6K +437 +33%
EL
1597
Essex LLC
Illinois
$323K +$323K +1,774 New
TWM
1598
Titus Wealth Management
California
$322K +$61.6K +339 +24%
RWP
1599
Ridgecrest Wealth Partners
California
$321K
CFD
1600
Creative Financial Designs
Indiana
$320K -$2.73K -15 -0.8%