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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 %
MAM
1026
Meeder Asset Management
Ohio
$1.78M -$2.88M -13,442 -62%
SIA
1027
Soltis Investment Advisors
Utah
$1.78M +$102K +474 +6%
SCM
1028
Silvant Capital Management
Georgia
$1.77M +$287K +1,341 +19%
AFS
1029
Access Financial Services
Minnesota
$1.76M -$212K -991 -11%
EWM
1030
Empirical Wealth Management
Washington
$1.76M +$89K +415 +5%
KFP
1031
KMG Fiduciary Partners
Ohio
$1.76M +$130K +605 +8%
CF
1032
Centaurus Financial
California
$1.76M +$115K +538 +7%
CG
1033
Castellan Group
Kentucky
$1.75M +$49.3K +230 +3%
CS
1034
Cannell & Spears
New York
$1.75M
GT
1035
Greenleaf Trust
Michigan
$1.74M +$190K +886 +12%
CCM
1036
Cinctive Capital Management
New York
$1.74M +$1.74M +8,133 New
CA
1037
Carson Advisory
Georgia
$1.73M +$1.73M +8,082 New
WBG
1038
Wharton Business Group
Pennsylvania
$1.73M +$1.73M +8,078 New
ABLA
1039
Alan B. Lancz & Associates
Ohio
$1.73M +$1.73M +8,070 New
AOWM
1040
Alpha Omega Wealth Management
Virginia
$1.73M -$34.7K -165 -2%
BDF
1041
Balasa Dinverno & Foltz
$1.73M -$75.9K -354 -4%
EFS
1042
Essex Financial Services
Connecticut
$1.72M -$57K -266 -3%
CC
1043
Centiva Capital
New York
$1.72M +$1.72M +8,040 New
RPC
1044
Rossmore Private Capital
Connecticut
$1.72M +$52.5K +245 +3%
HIM
1045
HawsGoodwin Investment Management
Tennessee
$1.72M -$43.5K -203 -2%
SACTSONJ
1046
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.72M
BWP
1047
Baldwin Wealth Partners
Massachusetts
$1.71M -$1.07K -5 -0.1%
WWM
1048
Wolff Wiese Magana
California
$1.71M -$153K -715 -8%
AWA
1049
Amplius Wealth Advisors
Pennsylvania
$1.71M +$1.71M +7,979 New
ZCM
1050
Ziegler Capital Management
Illinois
$1.71M -$5.06M -23,600 -75%