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United Parcel Service

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
1926
Monetary Management Group
Missouri
$48K -$10.4K -50 -18%
WOC
1927
West Oak Capital
California
$47K
AFS
1928
Annapolis Financial Services
Maryland
$46K -$5.65K -27 -11%
HFA
1929
HC Financial Advisors
California
$45K
ARMC
1930
American Research & Management Company
Massachusetts
$44K
MAM
1931
McCarthy Asset Management
California
$44K
DOA
1932
D'Orazio & Associates
Virginia
$43K
Nisa Investment Advisors
1933
Nisa Investment Advisors
Missouri
$42.9K -$3.43K -16,475 -7%
RIM
1934
Rockbridge Investment Management
New York
$42K
WFA
1935
West Financial Advisors
Iowa
$42K
RF
1936
Robbins Farley
New Hampshire
$42K
RA
1937
Resolute Advisors
California
$40K
AIM
1938
Arcadia Investment Management
Michigan
$39K +$7.88K +38 +25%
DSC
1939
Duncker Streett & Co
Missouri
$38K
FRA
1940
Front Row Advisors
California
$37K +$387 +2 +1%
RIA
1941
RPG Investment Advisory
California
$36K
AWMS
1942
Advocacy Wealth Management Services
Georgia
$36K +$36K +173 New
WLPWM
1943
Walled Lake Planning & Wealth Management
Illinois
$35K
PWP
1944
Personal Wealth Partners
Minnesota
$35K +$35K +168 New
KLWA
1945
Kelly Lawrence W & Associates
California
$34K +$34K +165 New
CP
1946
Corbenic Partners
Pennsylvania
$33K +$33K +157 New
IAS
1947
IMA Advisory Services
Colorado
$32K
CFN
1948
Cordasco Financial Network
Florida
$32K
AA
1949
AlphaMark Advisors
Kentucky
$31K
MA
1950
MCF Advisors
Kentucky
$31K