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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
EIM
1751
Essex Investment Management
Massachusetts
$205K
GIA
1752
Goodwin Investment Advisory
Georgia
$205K +$205K +1,126 New
IWA
1753
Intercontinental Wealth Advisors
Texas
$204K -$1.09K -6 -0.5%
SEP
1754
Southland Equity Partners
Missouri
$204K +$7.65K +42 +4%
FWM
1755
FFT Wealth Management
Pennsylvania
$203K +$22.3K +122 +12%
HC
1756
Hatton Consulting
Arizona
$202K
WA
1757
WBH Advisory
Maryland
$201K -$8.91K -49 -4%
NCM
1758
Northside Capital Management
Oregon
$200K
BWM
1759
Buckley Wealth Management
Nevada
$200K
ATFA
1760
All Terrain Financial Advisors
Minnesota
$200K
HZ
1761
Hixon Zuercher
Ohio
$200K +$200K +1,100 New
CHA
1762
Carmichael Hill & Associates
Maryland
$198K -$1.82K -10 -0.9%
CCC
1763
Crescent Capital Consulting
Louisiana
$194K
GWS
1764
Glassman Wealth Services
Virginia
$194K +$29K +159 +18%
MG
1765
MilWealth Group
Wisconsin
$188K
ADL
1766
Asset Dedication LLC
California
$188K +$9.91K +55 +6%
FPS
1767
Fieldpoint Private Securities
Connecticut
$187K +$16K +88 +9%
SN
1768
Sittner & Nelson
Oregon
$186K +$90.9K +500 +96%
FGAM
1769
Financial Gravity Asset Management
Texas
$182K
PH
1770
Pinnacle Holdings
Oklahoma
$179K +$179K +982 New
CTB
1771
Country Trust Bank
Illinois
$172K -$5.99K -33 -3%
Fidelity International
1772
Fidelity International
Bermuda
$171K -$1.72M -9,469 -91%
HWA
1773
HHM Wealth Advisors
Tennessee
$165K
MHR
1774
Matthew Hamilton Rosenberg
$163K +$2.73K +15 +2%
BA
1775
Bellwether Advisors
Nebraska
$159K +$4.37K +24 +3%