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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 %
NRS
901
Neville Rodie & Shaw
New York
$2.54M -$42.9K -200 -2%
SP
902
SWS Partners
Ohio
$2.54M -$64.3K -300 -2%
CCM
903
Cox Capital Management
Massachusetts
$2.54M +$21.9K +102 +0.9%
FTDI
904
First Trust Direct Indexing
Massachusetts
$2.54M +$137K +638 +6%
DACS
905
Dymon Asia Capital (Singapore)
Singapore
$2.53M -$11.2M -52,313 -82%
GFA
906
Gifford Fong Associates
California
$2.53M
MCM
907
Monarch Capital Management
Indiana
$2.52M +$97.9K +457 +4%
IA
908
IFP Advisors
Florida
$2.52M -$12.5K -58 -0.5%
GVAG
909
Great Valley Advisor Group
Delaware
$2.51M +$1.91K +10 +0.1%
OIA
910
Optimum Investment Advisors
Illinois
$2.5M -$214K -998 -8%
N
911
Natixis
France
$2.48M -$23.5M -109,799 -90%
GWM
912
Geneos Wealth Management
Colorado
$2.47M +$51K +238 +2%
DMBA
913
Deseret Mutual Benefit Administrators
Utah
$2.46M -$251K -1,173 -9%
CCG
914
Cypress Capital Group
Florida
$2.46M +$1.32M +6,174 +117%
CIP
915
Capital Insight Partners
Arizona
$2.46M -$289K -1,347 -11%
CHJWM
916
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.45M +$5.25K +26 +0.2%
HAM
917
Hedges Asset Management
Nevada
$2.45M +$2.45M +11,428 New
LCM
918
Logan Capital Management
Pennsylvania
$2.45M +$25.5K +119 +1%
TNA
919
True North Advisors
Texas
$2.43M +$17.8K +83 +0.7%
CSPAM
920
Cary Street Partners Asset Management
Virginia
$2.43M +$2.14M +9,997 +752%
TPCW
921
TD Private Client Wealth
New York
$2.42M -$112K -521 -4%
PTC
922
Private Trust Company
Ohio
$2.42M +$643 +3 +0%
GJIC
923
Gamble Jones Investment Counsel
California
$2.41M
HCM
924
Howland Capital Management
Massachusetts
$2.4M -$6K -28 -0.2%
CWM
925
Cornerstone Wealth Management
Missouri
$2.39M +$158K +742 +7%