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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 %
LTI
851
Laffer Tengler Investments
Tennessee
$2.88M -$8.57K -40 -0.3%
IFWM
852
Institute for Wealth Management
Colorado
$2.87M +$7.29K +34 +0.3%
MCM
853
Mengis Capital Management
Oregon
$2.87M +$129K +601 +5%
VWMG
854
Virginia Wealth Management Group
Virginia
$2.87M +$2.87M +13,367 New
FVWA
855
Foster Victor Wealth Advisors
South Carolina
$2.86M +$210K +996 +8%
AC
856
Addison Capital
Pennsylvania
$2.85M -$32.1K -150 -1%
AA
857
ALPS Advisors
Colorado
$2.84M -$220K -1,026 -7%
WA1
858
Wimmer Associates 1
California
$2.82M -$14.1K -66 -0.5%
WTC
859
WhitTier Trust Company
Nevada
$2.82M +$30.6K +143 +1%
BIM
860
Bridges Investment Management
Nebraska
$2.8M +$50.1K +234 +2%
GIA
861
Gladstone Institutional Advisory
Florida
$2.8M -$59.8K -279 -2%
CWM
862
Cordatus Wealth Management
Pennsylvania
$2.79M +$2.79M +12,992 New
TC
863
Truvestments Capital
Florida
$2.77M +$8.36K +39 +0.3%
PWA
864
Phoenix Wealth Advisors
North Carolina
$2.77M -$102K -476 -4%
MME
865
Meag Munich Ergo
Germany
$2.77M +$1.14M +5,313 +70%
AWM
866
Apollon Wealth Management
South Carolina
$2.77M +$1.52M +7,093 +122%
CFA
867
Carroll Financial Associates
North Carolina
$2.76M +$32.9K +153 +1%
LIM
868
Loudon Investment Management
New Hampshire
$2.76M
TCOV
869
Trust Company of Vermont
Vermont
$2.76M +$74.6K +348 +3%
BG
870
Benedetti & Gucer
Georgia
$2.74M -$4.29K -20 -0.2%
VanEck Associates
871
VanEck Associates
New York
$2.72M -$200K -931 -7%
BAM
872
Belpointe Asset Management
Nevada
$2.72M +$1.39M +6,495 +105%
PPWP
873
Proquility Private Wealth Partners
Nevada
$2.71M -$1.1M -4,998 -29%
FWM
874
Frontier Wealth Management
Missouri
$2.71M -$2.68M -12,500 -50%
FC
875
Forte Capital
New York
$2.71M -$92.2K -430 -3%