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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 %
MIC
1626
Means Investment Company
Maine
$290K +$364 +2 +0.1%
ACM
1627
AlphaStar Capital Management
North Carolina
$290K +$290K +1,454 New
OCG
1628
Opus Capital Group
Ohio
$289K +$30.8K +169 +12%
RSWM
1629
Robertson Stephens Wealth Management
California
$288K -$32K -176 -10%
ECM
1630
Elgethun Capital Management
South Dakota
$288K +$910 +5 +0.3%
WTB
1631
Washington Trust Bank
Washington
$288K +$288K +1,583 New
MCWS
1632
McKinley Carter Wealth Services
West Virginia
$287K
EFM
1633
E Fund Management
China
$287K +$287K +1,577 New
PWC
1634
PYA Waltman Capital
Tennessee
$286K
CA
1635
Calton & Associates
Florida
$286K +$545 +3 +0.2%
DA
1636
DSC Advisors
Illinois
$286K +$30.4K +167 +12%
FCA
1637
FinTrust Capital Advisors
South Carolina
$285K -$11.9K -65 -4%
GSEP
1638
Golden State Equity Partners
California
$285K +$16.2K +89 +6%
BCM
1639
Boltwood Capital Management
California
$284K -$18.2K -100 -6%
IA
1640
Insight Advisors
Pennsylvania
$284K +$6.73K +32 +2%
WA
1641
WESPAC Advisors
California
$284K +$284K +1,558 New
TCM
1642
Teza Capital Management
Illinois
$283K -$322K -1,765 -53%
CIC
1643
Chase Investment Counsel
Virginia
$282K -$171K -943 -38%
BONST
1644
Bank of Nova Scotia Trust
Ontario, Canada
$282K -$20.7K -114 -7%
YMRC
1645
Yorktown Management & Research Company
Virginia
$280K
FPB
1646
First PREMIER Bank
South Dakota
$280K
BOPW
1647
Brandywine Oak Private Wealth
Pennsylvania
$280K
BCMO
1648
Buckingham Capital Management (Ohio)
Ohio
$279K -$56.5K -310 -17%
OAM
1649
Oak Asset Management
California
$279K +$33.5K +173 +14%
SRC
1650
Sage Rhino Capital
California
$278K +$7.46K +41 +3%