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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 %
FMWA
951
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$73.2K +401 +4%
PWA
952
Phoenix Wealth Advisors
North Carolina
$1.95M -$13.3K -73 -0.7%
CWM
953
Cornerstone Wealth Management
Missouri
$1.94M -$67.4K -369 -3%
MGWM
954
Marks Group Wealth Management
Minnesota
$1.94M +$417K +2,285 +27%
PTC
955
Private Trust Company
Ohio
$1.93M -$131K -717 -6%
SSB
956
Sandy Spring Bank
Maryland
$1.93M +$23.7K +130 +1%
DRS
957
Deane Retirement Strategies
Louisiana
$1.93M +$1.93M +10,442 New
Rafferty Asset Management
958
Rafferty Asset Management
New York
$1.93M -$240K -1,314 -11%
AG
959
AIA Group
Hong Kong
$1.92M +$1.81M +9,918 +1,698%
QOP
960
Quinn Opportunity Partners
Virginia
$1.92M +$1.92M +10,500 New
BFS
961
Bradley Foster & Sargent
Connecticut
$1.91M -$365 -2 -0%
HCM
962
Hutner Capital Management
Vermont
$1.91M
AW
963
ACG Wealth
Georgia
$1.91M +$11.5K +63 +0.6%
Fayez Sarofim & Co
964
Fayez Sarofim & Co
Texas
$1.9M -$1.15M -6,314 -38%
PIMG
965
Patriot Investment Management Group
Tennessee
$1.9M -$294K -1,610 -13%
GG
966
Gofen & Glossberg
Illinois
$1.87M +$82.3K +451 +5%
HS
967
Horan Securities
United States
$1.86M +$24K +133 +1%
VanEck Associates
968
VanEck Associates
New York
$1.86M +$52K +285 +3%
FHA
969
First Horizon Advisors
Tennessee
$1.85M +$149K +819 +9%
UCB
970
United Community Bank
South Carolina
$1.85M +$260K +1,425 +16%
WCBA
971
Weaver C. Barksdale & Associates
Tennessee
$1.85M +$110K +600 +6%
AI
972
AXS Investments
New York
$1.85M +$552K +3,024 +43%
ACM
973
Advance Capital Management
Michigan
$1.85M -$730 -4 -0%
SC
974
Shellback Capital
Massachusetts
$1.83M -$5.48M -30,000 -75%
AAIM
975
American Assets Investment Management
California
$1.83M