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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 %
BTWM
1051
Baker Tilly Wealth Management
Wisconsin
$1.71M +$157K +734 +10%
FDS
1052
First Dallas Securities
Texas
$1.7M +$129K +600 +8%
VWA
1053
V Wealth Advisors
Kansas
$1.69M -$53.6K -250 -3%
BIA
1054
Bigelow Investment Advisors
Maine
$1.69M +$7.29K +34 +0.4%
MYIA
1055
Mount Yale Investment Advisors
Colorado
$1.69M +$9.43K +44 +0.6%
SKK
1056
Shepherd Kaplan Krochuk
Massachusetts
$1.69M -$25.7K -120 -2%
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$1.68M +$75.2K +351 +5%
DWM
1058
Darwin Wealth Management
Florida
$1.68M +$340K +1,679 +25%
CI
1059
Cavalier Investments
Georgia
$1.68M +$533K +2,487 +46%
HCP
1060
Hexagon Capital Partners
Arkansas
$1.68M +$56.4K +263 +3%
CC
1061
Constitution Capital
Connecticut
$1.67M -$8.57K -40 -0.5%
BC
1062
Burleson & Co
California
$1.67M
AWM
1063
Aevitas Wealth Management
Massachusetts
$1.67M +$2.36K +11 +0.1%
SFG
1064
SevenBridge Financial Group
Pennsylvania
$1.67M +$35.4K +165 +2%
PPP
1065
Private Portfolio Partners
New Jersey
$1.67M +$320K +1,491 +24%
PWM
1066
Perigon Wealth Management
California
$1.67M +$812K +3,787 +95%
OIA
1067
OneDigital Investment Advisors
Kansas
$1.66M -$69.9K -326 -4%
AIA
1068
AIMZ Investment Advisors
California
$1.66M +$75K +350 +5%
AW
1069
Apricus Wealth
South Carolina
$1.66M +$1.66M +7,720 New
TTWM
1070
TCV Trust & Wealth Management
Virginia
$1.65M +$123K +572 +8%
CL
1071
CPWM LLC
Washington
$1.65M +$1.65M +9,054 New
LC
1072
Lincoln Capital
Nebraska
$1.65M -$26.2K -122 -2%
DPIM
1073
Duff & Phelps Investment Management
Illinois
$1.65M +$14.6K +68 +0.9%
HW
1074
Hancock Whitney
Mississippi
$1.64M -$27.9K -130 -2%
FUBT
1075
First United Bank & Trust
Maryland
$1.64M -$79.8K -372 -5%