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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 %
FFG
2051
Fortem Financial Group
California
-$67K -400 Closed
FWM
2052
FSA Wealth Management
Massachusetts
-$56K -335 Closed
SWA
2053
Safir Wealth Advisors
New Hampshire
-$51K -300 Closed
CL
2054
COWA LLC
Oklahoma
-$49K -300 Closed
BSSFA
2055
Baron Silver Stevens Financial Advisors
Florida
-$48K -289 Closed
KC
2056
Kinloch Capital
Virginia
-$44K -260 Closed
MIM
2057
Merrion Investment Management
New Jersey
-$42K -250 Closed
VCG
2058
Vantage Consulting Group
Virginia
-$40K -236 Closed
BWM
2059
Birchcreek Wealth Management
Ohio
-$36K -219 Closed
LGA
2060
Lebenthal Global Advisors
New York
-$36K -215 Closed
OIM
2061
Oder Investment Management
California
-$29K -175 Closed
IA
2062
Inspire Advisors
Idaho
-$29K -171 Closed
ICP
2063
Interchange Capital Partners
Pennsylvania
-$20K -123 Closed
HGWM
2064
Harvest Group Wealth Management
Massachusetts
-$19K -115 Closed
SM
2065
SG3 Management
Puerto Rico
-$17K -100 Closed
DTIM
2066
Danda Trouve Investment Management
Kansas
-$17K -100 Closed
AW
2067
Avion Wealth
Texas
-$17K -98 Closed
HMS
2068
Hanseatic Management Services
New Mexico
-$15K -87 Closed
BHWM
2069
Bay Harbor Wealth Management
Maryland
-$6K -38 Closed
BDWCC
2070
B&D White Capital Company
Texas
-$4K -25 Closed
FWM
2071
Focused Wealth Management
New York
-$4K -22 Closed
MCM
2072
McMillion Capital Management
North Carolina
-$2K -13 Closed
CAM
2073
CenterStar Asset Management
Illinois
-$114K