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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 %
LCP
1626
Legacy Capital Partners
Wisconsin
$345K +$345K +1,661 New
CAG
1627
Crestwood Advisors Group
Massachusetts
$343K -$13.1K -63 -4%
VCM
1628
Vigilant Capital Management
Maine
$342K -$8.95K -43 -3%
SW
1629
SteelPeak Wealth
California
$340K -$1.07M -5,155 -76%
FCA
1630
FinTrust Capital Advisors
South Carolina
$339K +$5.21K +25 +2%
LSPW
1631
Lake Street Private Wealth
Illinois
$338K -$98K -466 -22%
GIM
1632
Guild Investment Management
California
$334K +$2.91K +14 +0.9%
GC
1633
Grace Capital
Massachusetts
$333K -$146K -700 -30%
LJHT
1634
Laurie J. Hall Trustee
$333K
WIC
1635
Whitegate Investment Counselors
New Hampshire
$331K
MIC
1636
Means Investment Company
Maine
$331K +$35.1K +169 +12%
GSIS
1637
Global Strategic Investment Solutions
Arizona
$330K +$1.67K +8 +0.5%
TA
1638
Tectonic Advisors
Texas
$329K +$34.3K +165 +12%
MCWS
1639
McKinley Carter Wealth Services
West Virginia
$328K
ECM
1640
Elgethun Capital Management
South Dakota
$328K +$1.66K +8 +0.5%
CA
1641
Calton & Associates
Florida
$328K +$15.9K +76 +5%
WBC
1642
West Branch Capital
Massachusetts
$328K +$68.4K +329 +26%
PWC
1643
PYA Waltman Capital
Tennessee
$327K
NFG
1644
Nadler Financial Group
Illinois
$324K
SB
1645
Strategic Blueprint
Georgia
$321K +$321K +1,542 New
YMRC
1646
Yorktown Management & Research Company
Virginia
$320K
BOPW
1647
Brandywine Oak Private Wealth
Pennsylvania
$319K -$31.3K -151 -9%
FPB
1648
First PREMIER Bank
South Dakota
$319K
ACM
1649
AUA Capital Management
Pennsylvania
$315K +$1.46K +7 +0.5%
RC
1650
RBO & Co
California
$312K