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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 %
SSWM
701
Sheets Smith Wealth Management
North Carolina
$3.9M -$183K -1,000 -4%
NC
702
NewSquare Capital
Pennsylvania
$3.9M +$531K +2,908 +16%
MWM
703
Madison Wealth Management
Ohio
$3.88M -$20.3K -111 -0.5%
BCM
704
Brookmont Capital Management
Texas
$3.87M -$57.3K -314 -1%
GP
705
Girard Partners
Pennsylvania
$3.87M +$88.5K +485 +2%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$3.87M +$326K +1,784 +9%
AWS
707
Atria Wealth Solutions
New York
$3.86M -$1.22M -6,666 -24%
Bessemer Group
708
Bessemer Group
New Jersey
$3.85M -$508K -2,784 -12%
SCA
709
Snowden Capital Advisors
New York
$3.83M +$480K +2,630 +14%
TF
710
TIAA FSB
Florida
$3.83M -$297K -1,625 -7%
ECM
711
Everence Capital Management
Indiana
$3.82M
PCTC
712
Perkins Coie Trust Company
Washington
$3.8M +$39.1K +214 +1%
RC
713
Roundview Capital
New Jersey
$3.8M +$47.8K +262 +1%
BCFS
714
Butensky & Cohen Financial Security
Florida
$3.77M +$42.4K +232 +1%
MIAN
715
Mariner Independent Advisor Network
Kansas
$3.72M +$33.2K +179 +0.9%
CC
716
Courier Capital
New York
$3.69M -$14.6K -80 -0.4%
OPTFSNA
717
Old Point Trust & Financial Services N A
Virginia
$3.66M -$110K -602 -3%
PAM
718
Palisade Asset Management
Minnesota
$3.66M
AAMA
719
Advanced Asset Management Advisors
Ohio
$3.65M
SLI
720
Sumitomo Life Insurance
Japan
$3.65M +$66.8K +366 +2%
VNIM
721
Vaughan Nelson Investment Management
Texas
$3.65M
VCA
722
Verdence Capital Advisors
Maryland
$3.64M +$510K +2,796 +16%
PT
723
Plimoth Trust
Massachusetts
$3.63M -$152K -833 -4%
IMOV
724
Investment Management of Virginia
Virginia
$3.62M -$3.65K -20 -0.1%
NHC
725
Nicholas Hoffman & Company
Georgia
$3.57M -$103K -564 -3%