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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 %
HHGA
1751
Halbert Hargrove Global Advisors
California
$235K +$235K +1,130 New
ST
1752
Somerset Trust
Pennsylvania
$235K +$235K +1,132 New
EIM
1753
Essex Investment Management
Massachusetts
$234K
IWA
1754
Intercontinental Wealth Advisors
Texas
$234K +$234K +1,126 New
LA
1755
Latitude Advisors
Florida
$233K -$19.1K -92 -8%
PAA
1756
Peregrine Asset Advisers
Oregon
$233K +$233K +1,118 New
STA
1757
Summit Trail Advisors
New York
$233K +$233K +1,121 New
HC
1758
Hatton Consulting
Arizona
$230K +$230K +1,108 New
CHA
1759
Carmichael Hill & Associates
Maryland
$229K
BWM
1760
Buckley Wealth Management
Nevada
$229K +$229K +1,100 New
NCM
1761
Northside Capital Management
Oregon
$229K +$229K +1,100 New
ATFA
1762
All Terrain Financial Advisors
Minnesota
$229K +$229K +1,100 New
SFG
1763
Summit Financial Group
West Virginia
$228K +$228K +1,095 New
CHP
1764
Cable Hill Partners
Oregon
$228K +$228K +1,097 New
WA
1765
Wealth Architects
California
$227K +$227K +1,091 New
KCA
1766
Karn Couzens & Associates
Connecticut
$226K +$226K +1,086 New
1W
1767
1776 Wealth
Georgia
$225K +$225K +1,080 New
MAM
1768
MMA Asset Management
Pennsylvania
$224K -$121K -582 -35%
KFI
1769
Key Financial Inc
Pennsylvania
$224K +$19.1K +100 +9%
SEP
1770
Southland Equity Partners
Missouri
$224K +$224K +1,076 New
CCC
1771
Crescent Capital Consulting
Louisiana
$223K
HWA
1772
HCR Wealth Advisors
California
$222K +$222K +1,066 New
SFG
1773
SageGuard Financial Group
Tennessee
$222K +$222K +1,070 New
BCA
1774
Bay Colony Advisors
Massachusetts
$221K -$190K -915 -46%
IIM
1775
Ipswich Investment Management
Massachusetts
$221K +$221K +1,065 New