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United Parcel Service

1,934 hedge funds and large institutions have $82.2B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 735 increasing their positions, 729 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+152
Holders Change %
+8.53%
% of All Funds
34.32%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
279
Increased
735
Reduced
729
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
1876
Pacific Center for Financial Services
California
$19K -$2.02K -12 -10%
ETI
1877
Enterprise Trust & Investment
California
$19K
BWL
1878
Bogart Wealth LLC
Virginia
$19K
HGWM
1879
Harvest Group Wealth Management
Massachusetts
$19K +$330 +2 +2%
HFA
1880
Hoover Financial Advisors
Pennsylvania
$19K +$19K +114 New
DSC
1881
Duncker Streett & Co
Missouri
$18K
RCC
1882
Red Cedar Capital
Nebraska
$18K
CWA
1883
Carolina Wealth Advisors
South Carolina
$18K +$9.67K +58 +116%
DTIM
1884
Danda Trouve Investment Management
Kansas
$17K -$68K -400 -80%
AW
1885
Avion Wealth
Texas
$17K
AWM
1886
AllSquare Wealth Management
New York
$17K
GSAM
1887
Grant Street Asset Management
Pennsylvania
$17K +$17K +100 New
SM
1888
SG3 Management
Puerto Rico
$17K +$17K +100 New
EWA
1889
Evolution Wealth Advisors
Florida
$15K
HS
1890
Horan Securities
United States
$15K +$5K +30 +50%
HMS
1891
Hanseatic Management Services
New Mexico
$15K +$15K +87 New
JIR
1892
James Investment Research
Ohio
$14K
TIM
1893
Tortoise Investment Management
New York
$13K +$8.55K +50 +192%
MWA
1894
Moser Wealth Advisors
Washington
$13K +$13K +79 New
SPWG
1895
Sage Private Wealth Group
Illinois
$13K +$13K +80 New
SL
1896
Savior LLC
Massachusetts
$12K
BWA
1897
BDO Wealth Advisors
Florida
$11K +$5.09K +31 +86%
PMFA
1898
Plante Moran Financial Advisors
Michigan
$10K -$53.9K -307 -84%
CAL
1899
Capital Analysts LLC
Pennsylvania
$10K -$19.3K -114 -66%
SA
1900
SRH Advisors
Kansas
$10K