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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 %
GH
1701
GAM Holding
Switzerland
$272K -$130K -625 -32%
WR
1702
WD Rutherford
Oregon
$271K +$23.9K +115 +10%
CFC
1703
Coyle Financial Counsel
Illinois
$270K -$73.3K -353 -21%
TFA
1704
Trinity Financial Advisors
Ohio
$270K
DJSG
1705
D.J. St. Germain
Massachusetts
$270K
PCG
1706
Private Capital Group
Connecticut
$270K +$8.54K +41 +3%
FM
1707
Foster & Motley
Ohio
$270K +$270K +1,298 New
CG
1708
Cutler Group
California
$270K +$270K +1,300 New
WMA
1709
Wealth Management Associates
New Jersey
$267K +$7.49K +36 +3%
PPSG
1710
Princeton Portfolio Strategies Group
New Jersey
$267K -$135K -650 -34%
RIG
1711
RiverFront Investment Group
Virginia
$265K -$15M -72,048 -98%
CP
1712
Castleview Partners
Texas
$265K +$265K +1,274 New
FWP
1713
FAS Wealth Partners
Kansas
$265K +$265K +1,275 New
OAM
1714
Oak Asset Management
California
$264K +$264K +1,268 New
AF
1715
Allworth Financial
California
$263K +$54.3K +261 +26%
MFS
1716
Mirabella Financial Services
United Kingdom
$263K +$263K +1,266 New
AFAS
1717
Acorn Financial Advisory Services
Virginia
$261K
TC
1718
Trust Company
Kansas
$260K -$195K -939 -43%
CFA
1719
CWS Financial Advisors
Michigan
$260K
AWA
1720
AmeriServ Wealth Advisors
Pennsylvania
$260K
AMCA
1721
Arthur M. Cohen & Associates
Illinois
$260K +$260K +1,250 New
SAM
1722
Seelaus Asset Management
New Jersey
$259K -$14.6K -70 -5%
OWA
1723
Opal Wealth Advisors
New York
$257K +$257K +1,238 New
M
1724
Mirova
France
$256K +$36.3K +175 +17%
NAS
1725
Nicolet Advisory Services
Wisconsin
$255K