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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 %
RDFA
1926
Ritter Daniher Financial Advisory
Ohio
$8K
HC
1927
Hoese & Co
Minnesota
$8K +$8K +48 New
Q
1928
QVR
California
$8K +$8K +49 New
AS
1929
Altshuler Shaham
Israel
$7K -$476K -2,787 -99%
WAS
1930
Winch Advisory Services
Wisconsin
$7K
HWM
1931
HighMark Wealth Management
Minnesota
$7K
JWA
1932
JFS Wealth Advisors
Pennsylvania
$6K
CIA
1933
CSat Investment Advisory
Michigan
$6K +$1.46K +8 +32%
FEG
1934
Financial Enhancement Group
Indiana
$5K -$2.5K -15 -33%
CWA
1935
Core Wealth Advisors
Florida
$5K
EAM
1936
Eukles Asset Management
Ohio
$5K +$5K +30 New
FPW
1937
Flagship Private Wealth
Massachusetts
$4.3K +$4.3K +25 New
WAS
1938
Wealth Advisory Solutions
Indiana
$4K -$6 -41 -0.2%
ADIM
1939
Alpha DNA Investment Management
Maryland
$4K -$4.8K -30 -55%
LAS
1940
Lloyd Advisory Services
Georgia
$4K
CCA
1941
Column Capital Advisors
Indiana
$4K
LWA
1942
Lowe Wealth Advisors
Maryland
$4K
FWM
1943
Filbrandt Wealth Management
Wisconsin
$4K +$4K +21 New
GC
1944
Globeflex Capital
California
$3K
CWM
1945
Cranbrook Wealth Management
Michigan
$3K +$3K +16 New
AP
1946
Atwood & Palmer
Missouri
$3K +$3K +16 New
FP
1947
Fiduciary Planning
Florida
$2K -$2.46M -13,512 -100%
ARIS
1948
Advanced Research Investment Solutions
California
$2K
TJHA
1949
Thomas J. Herzfeld Advisors
Florida
$2K
IF
1950
Ironwood Financial
Arizona
$2K