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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 %
LA
1201
LVW Advisors
New York
$1.18M +$76.9K +359 +7%
FFWA
1202
FRG Family Wealth Advisors
Washington
$1.18M
ISL
1203
Ingalls & Snyder LLC
New York
$1.17M -$204K -953 -15%
LC
1204
LCNB Corp
Ohio
$1.17M +$24K +112 +2%
JIP
1205
Jaffetilchin Investment Partners
Florida
$1.17M +$165K +770 +16%
AA
1206
Argent Advisors
Louisiana
$1.17M +$64.3K +300 +6%
TFS
1207
TrustCore Financial Services
Tennessee
$1.16M -$154K -718 -12%
BJL
1208
Brighton Jones LLC
Washington
$1.16M +$120K +559 +11%
FHB
1209
First Hawaiian Bank
Hawaii
$1.16M -$37.7K -176 -3%
CPA
1210
Clear Perspective Advisors
Illinois
$1.16M +$1.93K +9 +0.2%
RWA
1211
Ropes Wealth Advisors
Massachusetts
$1.16M +$231K +1,078 +25%
MWM
1212
Mission Wealth Management
California
$1.16M +$365K +1,704 +46%
IB
1213
Intrust Bank
Kansas
$1.15M +$9.65K +45 +0.8%
KA
1214
Kovack Advisors
Florida
$1.15M -$93K -434 -7%
WFM
1215
Wolff Financial Management
Michigan
$1.15M +$1.15M +5,368 New
MIM
1216
MTM Investment Management
South Carolina
$1.15M -$30.9K -144 -3%
CFGS
1217
Concourse Financial Group Securities
Alabama
$1.15M +$420K +1,959 +58%
ACS
1218
Archford Capital Strategies
Illinois
$1.14M +$110K +513 +11%
MSS
1219
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$56.4K +263 +5%
PFP
1220
Paragon Financial Partners
California
$1.14M +$1.14M +5,319 New
PFWA
1221
Paces Ferry Wealth Advisors
Georgia
$1.14M -$49.3K -230 -4%
BBA
1222
Baader Bank Aktiengesellschaft
Germany
$1.14M +$1.14M +5,300 New
AFS
1223
Axiom Financial Strategies
Indiana
$1.13M -$20.6K -96 -2%
CWS
1224
Confluence Wealth Services
Pennsylvania
$1.13M +$1.13M +5,260 New
AWM
1225
Affinity Wealth Management
Delaware
$1.12M