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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 %
HI
1226
Human Investing
Oregon
$1.02M +$7.3K +40 +0.7%
ACS
1227
Archford Capital Strategies
Illinois
$1.02M -$38.7K -212 -4%
LWM
1228
Loveless Wealth Management
Montana
$1.02M +$8.21K +45 +0.8%
RAM
1229
Redmond Asset Management
Virginia
$1.02M +$119K +650 +13%
SIP
1230
Stoneridge Investment Partners
Pennsylvania
$1.02M +$566K +3,100 +125%
AWM
1231
Absher Wealth Management
North Carolina
$1.01M +$399K +2,184 +65%
BTI
1232
Blue Trust Inc
Georgia
$1.01M +$1.01M +4,687 New
FFWA
1233
FRG Family Wealth Advisors
Washington
$1M
LC
1234
LCNB Corp
Ohio
$998K -$5.11K -28 -0.5%
CC
1235
Chicago Capital
Illinois
$995K +$120K +660 +14%
WCAMG
1236
Woodard & Company Asset Management Group
North Carolina
$995K +$995K +5,453 New
CFG
1237
Cooper Financial Group
California
$990K +$168K +921 +20%
LA
1238
LVW Advisors
New York
$989K -$4.2K -23 -0.4%
SB
1239
Strategic Blueprint
Georgia
$986K -$26.1K -143 -3%
LWP
1240
Lumature Wealth Partners
Georgia
$985K +$66.3K +363 +7%
FIM
1241
Freedom Investment Management
Connecticut
$984K -$356K -1,951 -27%
WFM
1242
Wolff Financial Management
Michigan
$981K +$912 +5 +0.1%
ACM
1243
Allred Capital Management
Texas
$972K -$21.2K -116 -2%
PFP
1244
Paragon Financial Partners
California
$972K +$730 +4 +0.1%
CFGS
1245
Concourse Financial Group Securities
Alabama
$971K +$301K +1,650 +45%
MSA
1246
Marino Stram & Associates
Massachusetts
$970K +$913 +5 +0.1%
BFO
1247
Boston Family Office
Massachusetts
$969K -$237K -1,300 -20%
CFS
1248
CRA Financial Services
New Jersey
$969K +$208K +1,138 +27%
XWM
1249
Xcel Wealth Management
Florida
$965K -$3.73M -20,450 -79%
ARC
1250
Advisor Resource Council
Texas
$960K +$960K +5,257 New