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United Parcel Service

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
1876
West Financial Advisors
Iowa
$34K
UOTTAIMCU
1877
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$34K +$34K +200 New
FRA
1878
Front Row Advisors
California
$32K +$677 +4 +2%
DSC
1879
Duncker Streett & Co
Missouri
$31K +$13.4K +80 +76%
RIA
1880
RPG Investment Advisory
California
$30K
WLPWM
1881
Walled Lake Planning & Wealth Management
Illinois
$28K
HFA
1882
Hoover Financial Advisors
Pennsylvania
$27K +$2.95K +14 +12%
IAS
1883
IMA Advisory Services
Colorado
$26K
CFN
1884
Cordasco Financial Network
Florida
$26K
BWA
1885
BDO Wealth Advisors
Florida
$26K +$14.8K +88 +131%
MA
1886
MCF Advisors
Kentucky
$25K -$15.1K -90 -38%
Simplex Trading
1887
Simplex Trading
Illinois
$25K
AA
1888
AlphaMark Advisors
Kentucky
$25K
AIM
1889
Arcadia Investment Management
Michigan
$25K
WCM
1890
Wealthcare Capital Management
Virginia
$25K +$25K +147 New
HR
1891
Howe & Rusling
New York
$24K
BAMG
1892
Brand Asset Management Group
Missouri
$24K +$24K +142 New
KFS
1893
Kelly Financial Services
Massachusetts
$23.1K +$170 +1 +0.7%
JMF
1894
Johnson Midwest Financial
Iowa
$23K +$170 +1 +0.7%
BWL
1895
Bogart Wealth LLC
Virginia
$23K +$3.6K +21 +19%
EWA
1896
Evolution Wealth Advisors
Florida
$23K +$7.09K +41 +45%
TCWA
1897
Ten Capital Wealth Advisors
Washington
$21K
ETI
1898
Enterprise Trust & Investment
California
$20K
SJIM
1899
St. Johns Investment Management
Florida
$20K +$20K +118 New
VBCG
1900
Valley Brook Capital Group
Pennsylvania
$20K +$20K +120 New