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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 %
IAS
1901
IMA Advisory Services
Colorado
$28K
CFN
1902
Cordasco Financial Network
Florida
$28K
FWM
1903
Focused Wealth Management
New York
$27K -$101K -552 -79%
AIM
1904
Arcadia Investment Management
Michigan
$27K -$6.84K -38 -20%
AA
1905
AlphaMark Advisors
Kentucky
$27K
PP
1906
PrairieView Partners
Minnesota
$27K +$27K +150 New
HI
1907
Hoey Investments
Pennsylvania
$26K
JMF
1908
Johnson Midwest Financial
Iowa
$25K +$182 +1 +0.7%
KFS
1909
Kelly Financial Services
Massachusetts
$24.9K -$5.13M -28,201 -100%
CFO
1910
CVA Family Office
Colorado
$24K -$123K -730 -84%
AP
1911
Atwood & Palmer
Missouri
$24K +$21.1K +117 +731%
TCWA
1912
Ten Capital Wealth Advisors
Washington
$23K
JWM
1913
Janiczek Wealth Management
Colorado
$22K +$2.91K +16 +15%
ETI
1914
Enterprise Trust & Investment
California
$21K
PCFFS
1915
Pacific Center for Financial Services
California
$21K +$183 +1 +0.9%
SSC
1916
Syverson Strege & Co
Iowa
$21K +$21K +115 New
CPC
1917
Consolidated Planning Corp
Georgia
$20K +$20K +112 New
WLPWM
1918
Walled Lake Planning & Wealth Management
Illinois
$19K -$11.2K -62 -37%
AWMS
1919
Advocacy Wealth Management Services
Georgia
$18K -$13.1K -73 -42%
AWM
1920
AllSquare Wealth Management
New York
$18K
BMD
1921
Better Money Decisions
New Mexico
$18K
EWA
1922
Evolution Wealth Advisors
Florida
$17K
MAM
1923
Marquette Asset Management
Minnesota
$16K
RTL
1924
Red Tortoise LLC
Georgia
$16K +$16K +97 New
SPWG
1925
Sage Private Wealth Group
Illinois
$15K