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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 %
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$2.71M +$277K +1,519 +11%
AMIM
827
Aull & Monroe Investment Management
Alabama
$2.7M
CIA
828
Cohen Investment Advisors
New Hampshire
$2.69M +$21K +115 +0.8%
VI
829
Versor Investments
New York
$2.68M +$2.68M +14,676 New
AWM
830
Altium Wealth Management
New York
$2.67M +$197K +1,082 +8%
EF
831
Empirical Finance
Pennsylvania
$2.66M +$145K +792 +6%
EF
832
Exeter Financial
Arizona
$2.65M +$106K +583 +4%
TCOT
833
Trust Company of Toledo
Ohio
$2.65M +$35.4K +194 +1%
SIC
834
Shoker Investment Counsel
Ohio
$2.64M +$72.8K +399 +3%
SCA
835
Stonebridge Capital Advisors
Minnesota
$2.63M +$40.2K +220 +2%
BC
836
Brookfield Corp
Ontario, Canada
$2.63M +$2.63M +14,384 New
ASI
837
Advisory Services & Investments
Oregon
$2.62M -$913 -5 -0%
KTM
838
Keeler Thomas Management
Utah
$2.62M +$668K +2,941 +34%
CI
839
CX Institutional
Indiana
$2.62M +$717K +3,930 +38%
MNBTD
840
Moody National Bank Trust Division
Texas
$2.62M -$34.7K -190 -1%
UAS
841
United Asset Strategies
New York
$2.62M +$2.92K +16 +0.1%
EWA
842
Exencial Wealth Advisors
Oklahoma
$2.61M -$15.3K -84 -0.6%
PWMG
843
Pinnacle Wealth Management Group
Michigan
$2.6M -$99.1K -543 -4%
IWC
844
Integrated Wealth Concepts
Massachusetts
$2.59M +$242K +1,325 +10%
PAM
845
Paradigm Asset Management
New York
$2.59M -$201K -1,100 -7%
RT
846
Rockland Trust
Massachusetts
$2.58M +$803K +4,401 +45%
VWMG
847
Virginia Wealth Management Group
Virginia
$2.58M +$61K +334 +2%
CIAS
848
Capital Investment Advisory Services
North Carolina
$2.56M -$3.29K -18 -0.1%
AF
849
Ally Financial
Michigan
$2.56M +$365K +2,000 +17%
DWA
850
Douglass Winthrop Advisors
New York
$2.55M