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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 %
ACA
1601
Aptus Capital Advisors
Alabama
$319K +$16.6K +91 +5%
SNBOSD
1602
Security National Bank of So Dak
Iowa
$318K +$318K +1,748 New
CAC
1603
Certified Advisory Corp
Florida
$316K +$2.91K +16 +0.9%
PFA
1604
Pinnacle Family Advisors
Missouri
$313K
VHAM
1605
Van Hulzen Asset Management
California
$311K
KA
1606
Kercheville Advisors
Texas
$310K
MC
1607
Machina Capital
France
$310K +$310K +1,700 New
LA
1608
LexAurum Advisors
Kansas
$307K -$10.7K -59 -3%
MMG
1609
Monetary Management Group
Missouri
$306K +$264K +1,450 +628%
MKC
1610
M. Kraus & Co
Vermont
$305K
VAM
1611
Verity Asset Management
North Carolina
$304K -$2.92K -16 -1%
CWP
1612
Concord Wealth Partners
Virginia
$302K -$203K -1,115 -40%
ED
1613
Exane Derivatives
France
$299K -$300K -1,650 -50%
MG
1614
Mather Group
Illinois
$296K -$179K -981 -38%
FM
1615
Foster & Motley
Ohio
$295K +$58.5K +321 +25%
SFG
1616
Sather Financial Group
Texas
$295K +$295K +1,619 New
BWP
1617
BSW Wealth Partners
Colorado
$294K +$33.7K +185 +13%
W
1618
Wealthquest
Ohio
$294K +$39.9K +219 +16%
CAM
1619
Cozad Asset Management
Illinois
$294K +$105K +580 +56%
VCM
1620
Vigilant Capital Management
Maine
$293K -$6.75K -37 -2%
LSPW
1621
Lake Street Private Wealth
Illinois
$292K -$364 -2 -0.1%
ST
1622
Somerset Trust
Pennsylvania
$292K +$86.2K +474 +42%
LJHT
1623
Laurie J. Hall Trustee
$291K
TWA
1624
TCI Wealth Advisors
Arizona
$291K +$41.9K +230 +17%
PTP
1625
Platform Technology Partners
New York
$290K -$61.5K -338 -18%