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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 %
BIM
851
Bridges Investment Management
Nebraska
$2.55M +$88.7K +486 +4%
MPPW
852
Mitchell & Pahl Private Wealth
Oklahoma
$2.54M +$61.5K +337 +2%
TC
853
Truvestments Capital
Florida
$2.54M +$118K +646 +5%
WAM
854
Wakefield Asset Management
Colorado
$2.53M +$4.02K +22 +0.2%
FB
855
Fulton Bank
Pennsylvania
$2.52M +$364K +1,992 +17%
HGWM
856
Horst & Graben Wealth Management
Oregon
$2.51M +$2.01K +11 +0.1%
WTC
857
WhitTier Trust Company
Nevada
$2.51M +$32.7K +179 +1%
BL
858
BFSG LLC
California
$2.5M -$913 -5 -0%
WA1
859
Wimmer Associates 1
California
$2.48M +$81.9K +449 +3%
WFPG
860
Waller Financial Planning Group
Ohio
$2.48M
BP
861
Ballentine Partners
Massachusetts
$2.48M +$22.1K +121 +0.9%
TAM
862
Tealwood Asset Management
Minnesota
$2.47M -$730 -4 -0%
C
863
Certuity
Florida
$2.47M +$160K +876 +7%
SW
864
SkyOak Wealth
Michigan
$2.46M +$27.2K +149 +1%
BA
865
Bristlecone Advisors
Washington
$2.45M
B
866
Bailard
California
$2.44M +$1.73M +9,490 +244%
CCG
867
Cypress Capital Group
Florida
$2.43M -$52K -285 -2%
CT
868
Chicago Trust
Illinois
$2.43M +$222K +1,215 +10%
AC
869
Addison Capital
Pennsylvania
$2.42M -$16.1K -88 -0.7%
LTI
870
Laffer Tengler Investments
Tennessee
$2.41M +$110K +601 +5%
FTDI
871
First Trust Direct Indexing
Massachusetts
$2.41M -$4.2K -23 -0.2%
SCM
872
Schnieders Capital Management
California
$2.41M +$109K +595 +5%
CB
873
Cooke & Bieler
Pennsylvania
$2.41M -$219K -1,200 -8%
KFP
874
KMG Fiduciary Partners
Ohio
$2.41M +$320K +1,755 +15%
IFWM
875
Institute for Wealth Management
Colorado
$2.4M -$61.7K -338 -3%