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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 %
PMAS
1651
PNC Managed Account Solutions
Texas
$311K +$311K +1,497 New
CCM
1652
Compton Capital Management
Rhode Island
$310K -$26K -125 -8%
SRC
1653
Sage Rhino Capital
California
$309K +$11.4K +55 +4%
BAM
1654
Bellevue Asset Management
Washington
$308K +$208 +1 +0.1%
GSEP
1655
Golden State Equity Partners
California
$307K -$15.8K -76 -5%
FA
1656
Faithward Advisors
Pennsylvania
$307K
CWM
1657
Circle Wealth Management
New Jersey
$306K +$10.8K +52 +4%
TIA
1658
Tiemann Investment Advisors
California
$305K -$1.66K -8 -0.5%
MA
1659
Mosaic Advisors
Texas
$304K
BC
1660
Bridgefront Capital
Texas
$303K -$923K -4,431 -75%
HIC
1661
Harvey Investment Company
Kentucky
$303K
FCCM
1662
First City Capital Management
Georgia
$303K +$17.4K +90 +6%
TFS
1663
Thoroughbred Financial Services
Tennessee
$300K -$2.5K -12 -0.8%
TWM
1664
Titus Wealth Management
California
$298K -$22.3K -107 -7%
BCP
1665
Berkeley Capital Partners
Georgia
$297K
BWP
1666
BSW Wealth Partners
Colorado
$297K +$297K +1,428 New
AIP
1667
Almanack Investment Partners
Pennsylvania
$296K -$82.2K -395 -22%
TC
1668
TownSquare Capital
Utah
$295K +$295K +1,395 New
OCG
1669
Opus Capital Group
Ohio
$295K +$295K +1,419 New
BHBT
1670
Burke & Herbert Bank & Trust
Virginia
$293K +$9.18K +44 +3%
DA
1671
DSC Advisors
Illinois
$292K -$79K -380 -21%
FFG
1672
Frisch Financial Group
New York
$292K +$1.45K +7 +0.5%
WA
1673
Waverly Advisors
Alabama
$292K +$66.9K +345 +30%
NPA
1674
Nichols & Pratt Advisers
Massachusetts
$291K -$10.4K -50 -3%
PB
1675
Pinnacle Bancorp
Nebraska
$290K +$2.91K +14 +1%