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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 %
CLOS
2026
Compagnie Lombard Odier SCmA
Switzerland
-$242K -1,440 Closed
JFL
2027
Jarislowsky, Fraser Ltd
Quebec, Canada
-$237K -1,410 Closed
HWA
2028
HCR Wealth Advisors
California
-$235K -1,393 Closed
OA
2029
Oxbow Advisors
Texas
-$234K -1,391 Closed
KP
2030
Keel Point
Alabama
-$232K -1,379 Closed
HFP
2031
Holistic Financial Partners
Indiana
-$228K -1,353 Closed
EB
2032
Eastern Bank
Massachusetts
-$227K -1,345 Closed
MWPCG
2033
Measured Wealth Private Client Group
New Hampshire
-$213K -1,264 Closed
EWP
2034
Engrave Wealth Partners
Texas
-$206K -1,260 Closed
OWA
2035
Opal Wealth Advisors
New York
-$212K -1,260 Closed
MS
2036
Maven Securities
Jersey
-$208K -1,236 Closed
HAS
2037
HBW Advisory Services
California
-$207K -1,232 Closed
SFG
2038
Summit Financial Group
West Virginia
-$203K -1,208 Closed
CCM
2039
CAAS Capital Management
New York
-$202K -1,200 Closed
AL
2040
AJO LP
Pennsylvania
-$167K -997 Closed
CWM
2041
Curi Wealth Management
North Carolina
-$158K -944 Closed
CTFG
2042
Capstone Triton Financial Group
Oklahoma
-$115K -683 Closed
PS
2043
Planned Solutions
California
-$112K -667 Closed
D
2044
Diversified
Delaware
-$108K -649 Closed
PH
2045
Pinnacle Holdings
Oklahoma
-$96.3K -572 Closed
SIAG
2046
Safeguard Investment Advisory Group
California
-$92K -550 Closed
FFM
2047
Fullerton Fund Management
Singapore
-$93K -550 Closed
TIAM2
2048
Tru Independence Asset Management 2
Oregon
-$80K -478 Closed
CDIA
2049
Capital Directions Investment Advisors
Georgia
-$78K -463 Closed
SB
2050
Strategic Blueprint
Georgia
-$75K -443 Closed