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United Parcel Service

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Shares
Change %
DILIC
501
Dai-ichi Life Insurance Company
Japan
$8.94M +$164K +763 +2%
SPC
502
Sigma Planning Corp
Michigan
$8.93M +$629K +2,936 +8%
IWA
503
IBEX Wealth Advisors
New Jersey
$8.85M +$148K +691 +2%
AII
504
AGF Investments Inc
Ontario, Canada
$8.85M +$1.54M +7,171 +21%
WW
505
Waterfront Wealth
Kansas
$8.84M +$5.57K +26 +0.1%
PI
506
Putnam Investments
Massachusetts
$8.84M -$1.03M -4,806 -10%
SG
507
Swarthmore Group
Pennsylvania
$8.8M -$1.66M -7,760 -16%
SHGA
508
Sand Hill Global Advisors
California
$8.78M -$80.2K -374 -0.9%
DY
509
Dowling & Yahnke
California
$8.75M -$90K -420 -1%
EFIC
510
Eliot Finkel Investment Counsel
California
$8.66M -$204K -950 -2%
RCA
511
Riverview Capital Advisers
Massachusetts
$8.65M +$8.65M +40,338 New
IIC
512
Ironwood Investment Counsel
Arizona
$8.62M +$67.1K +313 +0.8%
XF
513
XML Financial
Maryland
$8.6M +$38.4K +179 +0.4%
GCM
514
Garland Capital Management
Washington
$8.56M -$622K -2,900 -7%
LOPW
515
Live Oak Private Wealth
North Carolina
$8.56M +$27.7K +129 +0.3%
SIG
516
Sky Investment Group
Connecticut
$8.54M +$12.9K +60 +0.2%
CGH
517
CMG Global Holdings
Texas
$8.51M
PFS
518
Prospera Financial Services
Texas
$8.48M +$412K +1,920 +5%
AIM
519
Artemis Investment Management
United Kingdom
$8.48M +$2.6M +12,157 +44%
TF
520
Tompkins Financial
New York
$8.48M -$14.1K -66 -0.2%
HWAM
521
Hennion & Walsh Asset Management
New Jersey
$8.47M +$1.28M +5,953 +18%
Pacer Advisors
522
Pacer Advisors
Pennsylvania
$8.44M -$1.33M -6,183 -14%
USCWA
523
U.S. Capital Wealth Advisors
Texas
$8.37M -$651K -3,038 -7%
AFG
524
Albion Financial Group
Utah
$8.36M -$192K -896 -2%
CGH
525
Crossmark Global Holdings
Texas
$8.32M -$405K -1,889 -5%