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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 %
DI
1976
Disciplined Investments
Oklahoma
$12K
SA
1977
SRH Advisors
Kansas
$12K
CA
1978
Centerpoint Advisors
Massachusetts
$12K
CMA
1979
Cedar Mountain Advisors
Oregon
$11K
TLFA
1980
True Link Financial Advisors
California
$11K +$11K +51 New
EWM
1981
Endurance Wealth Management
Rhode Island
$10K
RDFA
1982
Ritter Daniher Financial Advisory
Ohio
$10K
WAS
1983
Winch Advisory Services
Wisconsin
$9K
HWM
1984
HighMark Wealth Management
Minnesota
$8K +$195 +1 +3%
RG
1985
Retirement Group
California
$8K +$8K +40 New
AS
1986
Altshuler Shaham
Israel
$7K -$1.44K -7 -17%
JWA
1987
JFS Wealth Advisors
Pennsylvania
$7K
BAM
1988
Baldrige Asset Management
Pennsylvania
$6K +$6K +31 New
FPW
1989
Flagship Private Wealth
Massachusetts
$5.36K
RCC
1990
Red Cedar Capital
Nebraska
$5K -$18.5K -85 -79%
TIM
1991
Tortoise Investment Management
New York
$5K -$9.62K -50 -66%
LAS
1992
Lloyd Advisory Services
Georgia
$5K -$417 -2 -8%
LWA
1993
Lowe Wealth Advisors
Maryland
$5K
TJHA
1994
Thomas J. Herzfeld Advisors
Florida
$5K +$2.5K +11 +100%
IRAG
1995
Investment Research & Advisory Group
Georgia
$5K +$5K +22 New
HC
1996
Hoese & Co
Minnesota
$4K -$5.6K -28 -58%
FWM
1997
Filbrandt Wealth Management
Wisconsin
$4K -$200 -1 -5%
H
1998
HoyleCohen
California
$3.98K +$14 +65 +0.3%
GC
1999
Globeflex Capital
California
$3K
AP
2000
Atwood & Palmer
Missouri
$3K