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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 %
FBT
1851
First Bank & Trust
South Dakota
$143K -$692K -3,332 -83%
SIS
1852
Sound Income Strategies
Florida
$142K +$8.09K +39 +6%
SIM
1853
Sonora Investment Management
Arizona
$137K +$20.8K +100 +18%
EAM
1854
Eukles Asset Management
Ohio
$136K +$130K +626 +2,087%
HWMA
1855
Heritage Wealth Management (Arizona)
Arizona
$136K +$136K +652 New
KFS
1856
Kelly Financial Services
Massachusetts
$136K +$135K +28,202 +20,737%
IFAM
1857
Institutional & Family Asset Management
Colorado
$134K -$36.5K -175 -21%
IWP
1858
IAG Wealth Partners
Wisconsin
$134K -$5.65K -27 -4%
SBL
1859
Sargent Bickham Lagudis
Colorado
$133K +$207 +1 +0.2%
ACA
1860
Atlas Capital Advisors
Wyoming
$131K +$6.45K +31 +5%
KFP
1861
KB Financial Partners
New Jersey
$131K +$129K +624 +7,800%
Bank Julius Baer & Co
1862
Bank Julius Baer & Co
Switzerland
$130K
HR
1863
Howe & Rusling
New York
$129K +$100K +479 +345%
FMP
1864
Financial Management Professionals
Texas
$127K -$41.4K -200 -25%
HCM
1865
Highlander Capital Management
New Jersey
$125K -$36.5K -175 -23%
RDWM
1866
Red Door Wealth Management
Tennessee
$123K +$123K +594 New
OSNBOA
1867
Old Second National Bank of Aurora
Illinois
$121K
PVH
1868
Psagot Value Holdings
Israel
$119K +$14.6K +70 +14%
TAM
1869
Tucker Asset Management
Colorado
$119K +$8.53K +41 +8%
NFSG
1870
Newbridge Financial Services Group
Florida
$114K -$4.78K -23 -4%
SC
1871
Sierra Capital
Florida
$113K
BFG
1872
Baron Financial Group
New Jersey
$110K -$10.4K -50 -9%
TFM
1873
TFC Financial Management
Massachusetts
$110K
WWM
1874
Wagner Wealth Management
South Carolina
$110K +$13.9K +67 +14%
SN
1875
Sittner & Nelson
Oregon
$109K -$573K -2,750 -84%