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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
1726
West Branch Capital
Massachusetts
$212K -$1.87K -11 -0.9%
AWA
1727
AmeriServ Wealth Advisors
Pennsylvania
$212K -$1.87K -11 -0.9%
FCFS
1728
First Command Financial Services
Texas
$212K +$119K +700 +128%
FCB
1729
First Command Bank
Texas
$212K +$119K +700 +128%
MWM
1730
Minot Wealth Management
Massachusetts
$212K +$212K +1,249 New
RMDI
1731
R.M. Davis Inc
Maine
$211K -$127K -751 -38%
NAS
1732
Nicolet Advisory Services
Wisconsin
$209K +$209K +1,229 New
CI
1733
CX Institutional
Indiana
$208K +$44.1K +259 +27%
LA
1734
Latitude Advisors
Florida
$206K -$5.27K -31 -2%
ECG
1735
Edge Capital Group
Georgia
$205K -$96.5K -567 -32%
CHA
1736
Cooper/Haims Advisors
New York
$205K +$205K +1,206 New
AP
1737
Appleton Partners
Massachusetts
$205K +$205K +1,207 New
CYG
1738
Clean Yield Group
Vermont
$204K -$133K -780 -39%
EA
1739
Elm Advisors
California
$204K
MMPW
1740
Mitchell McLeod Pugh & Williams
Alabama
$203K -$4.76K -28 -2%
SWMG
1741
Strategic Wealth Management Group
Maryland
$203K -$510 -3 -0.3%
WR
1742
WD Rutherford
Oregon
$202K
APG
1743
Abacus Planning Group
South Carolina
$202K +$202K +1,189 New
IF
1744
Intrua Financial
Texas
$201K +$201K +1,035 New
VWM
1745
Vigilare Wealth Management
Arizona
$200K -$9.36K -55 -4%
AWM
1746
Act Wealth Management
Texas
$200K +$200K +1,179 New
EIP
1747
Ellis Investment Partners
Pennsylvania
$196K +$852 +5 +0.4%
GIA
1748
Goodwin Investment Advisory
Georgia
$194K
EIM
1749
Essex Investment Management
Massachusetts
$191K -$1.53K -9 -0.8%
BFC
1750
Bedel Financial Consulting
Indiana
$189K