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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 %
HI
1951
Hoey Investments
Pennsylvania
$30K +$20.7K +100 +222%
BWL
1952
Bogart Wealth LLC
Virginia
$28K
JMF
1953
Johnson Midwest Financial
Iowa
$28K +$206 +1 +0.7%
TCWA
1954
Ten Capital Wealth Advisors
Washington
$27K
SJIM
1955
St. Johns Investment Management
Florida
$26K +$1.84K +9 +8%
HFA
1956
Hoover Financial Advisors
Pennsylvania
$24K -$2.95K -14 -11%
PCFFS
1957
Pacific Center for Financial Services
California
$24K
ETI
1958
Enterprise Trust & Investment
California
$24K
CWA
1959
Carolina Wealth Advisors
South Carolina
$22K
JWM
1960
Janiczek Wealth Management
Colorado
$22K +$2.31K +11 +12%
AWM
1961
AllSquare Wealth Management
New York
$21K
BMD
1962
Better Money Decisions
New Mexico
$21K +$10.6K +51 +102%
MAM
1963
Marquette Asset Management
Minnesota
$19K -$63.3K -300 -77%
EWA
1964
Evolution Wealth Advisors
Florida
$19K -$8.47K -41 -31%
MGIM
1965
M&G Investment Management
United Kingdom
$18.8K +$18.3K +87,971 +3,766%
FI
1966
FormulaFolio Investments
Michigan
$18K
HF
1967
Halpern Financial
Virginia
$17.1K
SPWG
1968
Sage Private Wealth Group
Illinois
$17K
CWA
1969
Core Wealth Advisors
Florida
$17K +$10.5K +50 +161%
MWA
1970
Moser Wealth Advisors
Washington
$16K
RAM
1971
Riggs Asset Management
Pennsylvania
$16K +$16K +75 New
FFG
1972
Ford Financial Group
California
$16K +$16K +80 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1973
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15K -$39.6K -185 -73%
SL
1974
Savior LLC
Massachusetts
$15K
EWM
1975
Elmwood Wealth Management
California
$14K