UPS icon

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 %
W
1676
Wealthquest
Ohio
$290K +$4.16K +20 +1%
DA
1677
Doliver Advisors
Texas
$288K +$288K +1,383 New
GSWM
1678
Golden State Wealth Management
California
$287K +$12.9K +62 +5%
WCF
1679
West Coast Financial
California
$286K
JAG
1680
Journey Advisory Group
Kentucky
$285K -$10.4K -50 -4%
RMDI
1681
R.M. Davis Inc
Maine
$285K +$26.6K +128 +10%
OBWG
1682
Onyx Bridge Wealth Group
New York
$285K +$285K +1,355 New
TWA
1683
TCI Wealth Advisors
Arizona
$284K -$6.23K -30 -2%
AC
1684
Avestar Capital
New York
$282K -$243K -1,166 -46%
CI
1685
CX Institutional
Indiana
$282K +$28.3K +136 +11%
ROTUOC
1686
Regents of the University of California
California
$281K
LIA
1687
LBMC Investment Advisors
Tennessee
$279K +$1.25K +6 +0.4%
FWM
1688
Fairhaven Wealth Management
Illinois
$278K
GQG Partners
1689
GQG Partners
Florida
$278K +$278K +1,336 New
SFS
1690
Summit Financial Strategies
Ohio
$278K +$278K +1,338 New
CSPAM
1691
Cary Street Partners Asset Management
Virginia
$277K -$3.88M -18,623 -93%
CAMG
1692
CWA Asset Management Group
Florida
$277K +$421 +2 +0.2%
SIM
1693
SSI Investment Management
California
$277K +$1.04K +5 +0.4%
MFW
1694
Meristem Family Wealth
Minnesota
$277K +$9.56K +46 +4%
TNBTD
1695
Trustmark National Bank Trust Department
Mississippi
$276K +$276K +1,326 New
RCG
1696
Rock Creek Group
District of Columbia
$275K -$18.3K -88 -6%
DA
1697
Dillon & Associates
Michigan
$275K -$6.67K -32 -2%
MMM
1698
Mendel Money Management
Illinois
$275K
BFC
1699
Bedel Financial Consulting
Indiana
$274K +$42.3K +203 +18%
PWM
1700
Prentice Wealth Management
New York
$273K +$47K +226 +21%