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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 %
BBHC
1851
Brown Brothers Harriman & Co
New York
$71.3K +$213 +1,167 +0.3%
PCA
1852
Providence Capital Advisors
North Carolina
$71K -$3.11M -17,176 -98%
AWM
1853
Atticus Wealth Management
Florida
$70K -$97.3K -535 -58%
EWM
1854
Edge Wealth Management
New York
$70K -$23.2K -127 -25%
MIM
1855
Macroview Investment Management
Maryland
$70K
CT
1856
Clearstead Trust
Maine
$70K +$70K +387 New
HFS
1857
HBC Financial Services
Washington
$69K +$9.01K +50 +15%
GLLW
1858
Graves Light Lenhart Wealth
Virginia
$68K
HIM
1859
Hillsdale Investment Management
Ontario, Canada
$66K
TG
1860
TCW Group
California
$65.7K +$2.45K +13,478 +4%
COCM
1861
Charter Oak Capital Management
New Hampshire
$65K
FFC
1862
First Financial Corp
Indiana
$65K
DOA
1863
D'Orazio & Associates
Virginia
$65K +$27K +148 +71%
PAI
1864
Pittenger & Anderson Inc
Nebraska
$65K +$65K +358 New
CIA
1865
Cascade Investment Advisors
Oregon
$64.6K
CDIA
1866
Capital Directions Investment Advisors
Georgia
$62K
TFIPS
1867
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.1K
UFF
1868
USA Financial Formulas
Michigan
$60K +$11K +61 +23%
JGIA
1869
Jackson Grant Investment Advisers
Connecticut
$55K
CPA
1870
Cowen Prime Advisors
New York
$55K
BWM
1871
BerganKDV Wealth Management
Minnesota
$55K +$5.13K +28 +10%
FP
1872
Financial Perspectives
Minnesota
$53.4K
CCMW
1873
Cypress Capital Management (Wyoming)
Wyoming
$51K
PSB
1874
Piscataqua Savings Bank
New Hampshire
$49K
MWC
1875
MBM Wealth Consultants
Missouri
$48K