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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 %
MDCM
526
Morgan Dempsey Capital Management
Wisconsin
$8.29M -$359K -1,675 -4%
XWM
527
Xcel Wealth Management
Florida
$8.27M -$164K -765 -2%
TS
528
Tamar Securities
California
$8.26M -$59.4K -277 -0.7%
Squarepoint
529
Squarepoint
New York
$8.22M -$485K -2,264 -6%
FAIM
530
Financial Advocates Investment Management
Washington
$8.21M +$5.16M +12,796 +169%
MCM
531
Mattern Capital Management
Colorado
$8.2M -$193K -901 -2%
BONH
532
Bank of New Hampshire
New Hampshire
$8.18M +$37.7K +176 +0.5%
AUB
533
Atlantic Union Bankshares
Virginia
$8M +$161K +753 +2%
Wealthfront Advisers
534
Wealthfront Advisers
California
$7.96M +$1.26M +5,871 +19%
ATC
535
Argent Trust Co
Tennessee
$7.94M +$128K +599 +2%
VCM
536
Vision Capital Management
Oregon
$7.9M +$27.7K +129 +0.4%
Two Sigma Advisers
537
Two Sigma Advisers
New York
$7.87M +$7.87M +36,700 New
SFA
538
Sequoia Financial Advisors
Ohio
$7.86M +$6.58M +30,683 +511%
RDWM
539
Red Door Wealth Management
Tennessee
$7.81M +$1.2M +5,578 +18%
M
540
MOTCO
Texas
$7.8M +$643 +3 +0%
NMIMC
541
Northwestern Mutual Investment Management Company
Wisconsin
$7.8M -$99.2K -463 -1%
TI
542
tru Independence
Oregon
$7.8M -$116K -543 -1%
DWT
543
Dorsey & Whitney Trust
South Dakota
$7.78M -$228K -1,066 -3%
ECM
544
EagleClaw Capital Management
Massachusetts
$7.77M +$215K +1,001 +3%
LWAC
545
Laurel Wealth Advisors (California)
California
$7.73M +$214K +999 +3%
WT
546
Whittier Trust
California
$7.72M +$60K +280 +0.8%
IP
547
Interval Partners
New York
$7.7M +$7.7M +35,940 New
SWP
548
Stratos Wealth Partners
Ohio
$7.67M +$108K +503 +1%
HI
549
Horizon Investments
North Carolina
$7.63M +$343K +1,600 +5%
VWA
550
Visionary Wealth Advisors
Illinois
$7.6M +$150K +699 +2%