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United Parcel Service

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
501
Visionary Wealth Advisors
Illinois
$7.61M +$562K +3,078 +8%
SHGA
502
Sand Hill Global Advisors
California
$7.58M -$9.31K -51 -0.1%
DCM
503
Dupont Capital Management
Delaware
$7.57M -$2.59M -14,214 -26%
AMI
504
Amica Mutual Insurance
Rhode Island
$7.54M +$951K +5,211 +14%
EWM
505
Evercore Wealth Management
New York
$7.52M -$33.8K -185 -0.4%
FLPIM
506
F.L. Putnam Investment Management
Massachusetts
$7.51M +$453K +2,483 +6%
HAI
507
Hennessy Advisors Inc
California
$7.47M -$54.8K -300 -0.7%
DY
508
Dowling & Yahnke
California
$7.46M -$67.7K -371 -0.9%
TF
509
Tompkins Financial
New York
$7.44M +$162K +885 +2%
MFWM
510
Motley Fool Wealth Management
Virginia
$7.42M +$4.16M +22,769 +127%
NMERB
511
New Mexico Educational Retirement Board
New Mexico
$7.39M -$347K -1,900 -4%
Lazard Asset Management
512
Lazard Asset Management
New York
$7.38M -$43.9M -240,640 -86%
RCA
513
Riverview Capital Advisers
Massachusetts
$7.34M -$11.9K -65 -0.2%
GCA
514
Greenwood Capital Associates
South Carolina
$7.29M +$7.26M +39,767 +22,341%
IIC
515
Ironwood Investment Counsel
Arizona
$7.28M +$69.4K +380 +1%
CGH
516
CMG Global Holdings
Texas
$7.25M +$4.56K +25 +0.1%
MDCM
517
Morgan Dempsey Capital Management
Wisconsin
$7.18M +$199K +1,088 +3%
HSA
518
HBK Sorce Advisory
Pennsylvania
$7.16M -$672K -3,684 -9%
CGH
519
Crossmark Global Holdings
Texas
$7.15M +$76.1K +417 +1%
MCM
520
Mattern Capital Management
Colorado
$7.14M +$79.2K +434 +1%
GCM
521
Garland Capital Management
Washington
$7.13M -$120K -660 -2%
SIG
522
Sky Investment Group
Connecticut
$7.13M -$79K -433 -1%
EFIC
523
Eliot Finkel Investment Counsel
California
$7.09M -$14.6K -80 -0.2%
DWT
524
Dorsey & Whitney Trust
South Dakota
$7.06M +$418K +2,288 +6%
IEFM
525
IQ EQ Fund Management
Ireland
$6.98M -$837K -4,583 -11%