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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 %
RIA
1076
Realta Investment Advisors
Delaware
$1.43M +$107K +576 +8%
BC
1077
Burleson & Co
California
$1.43M +$182 +1 +0%
CAG
1078
Csenge Advisory Group
Florida
$1.43M +$63.5K +348 +5%
DBRC
1079
D.B. Root & Company
Pennsylvania
$1.43M +$71.2K +390 +5%
SFG
1080
SevenBridge Financial Group
Pennsylvania
$1.42M +$8.58K +47 +0.6%
DPIM
1081
Duff & Phelps Investment Management
Illinois
$1.42M
HH
1082
Hilltop Holdings
Texas
$1.41M +$365 +2 +0%
CC
1083
Constitution Capital
Connecticut
$1.4M -$4.56K -25 -0.3%
PA
1084
Procyon Advisors
Connecticut
$1.4M +$448K +2,452 +47%
GPFA
1085
Game Plan Financial Advisors
Ohio
$1.4M +$5.07K +28 +0.4%
WWM
1086
WT Wealth Management
Arizona
$1.39M -$148K -812 -10%
WJWM
1087
Williams Jones Wealth Management
New York
$1.39M -$375K -2,053 -21%
AAS
1088
Annex Advisory Services
Wisconsin
$1.39M +$447K +2,450 +48%
BDF
1089
Balasa Dinverno & Foltz
$1.38M -$323K -1,771 -19%
FUBT
1090
First United Bank & Trust
Maryland
$1.36M -$24.6K -135 -2%
SF
1091
Summit Financial
New Jersey
$1.36M +$14.1K +77 +1%
AC
1092
Abbrea Capital
California
$1.36M -$34.7K -190 -2%
FMAEN1
1093
Fund Management at Engine No 1
California
$1.35M +$227K +1,243 +20%
MWM
1094
Mission Wealth Management
California
$1.35M +$284K +1,555 +27%
MSFP
1095
Mark Sheptoff Financial Planning
Connecticut
$1.35M -$18.3K -100 -1%
EIA
1096
Eldridge Investment Advisors
New Hampshire
$1.35M +$6.57K +36 +0.5%
AWM
1097
Aevitas Wealth Management
Massachusetts
$1.35M +$3.29K +18 +0.2%
QCM
1098
Quantinno Capital Management
New York
$1.35M +$146K +797 +12%
AL
1099
Arnhold LLC
New York
$1.35M +$1.35M +7,370 New
SIA
1100
SeaBridge Investment Advisors
New Jersey
$1.34M +$30.8K +169 +2%