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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 %
ZIC
1251
ZWJ Investment Counsel
Georgia
$1.08M
FMC
1252
First Merchants Corp
Indiana
$1.08M -$18.4K -86 -2%
AAS
1253
Annex Advisory Services
Wisconsin
$1.08M +$55.3K +258 +5%
MFS
1254
Mirabella Financial Services
United Kingdom
$1.08M +$1.08M +5,031 New
DI
1255
DAGCO Inc
Ohio
$1.08M -$128K -599 -11%
FNBOSM
1256
First National Bank of South Miami
Florida
$1.08M +$84.9K +396 +9%
LA
1257
Legacy Advisors
Pennsylvania
$1.07M -$16.1K -75 -1%
EN1L
1258
Engine No 1 LLC
California
$1.07M +$226K +1,055 +27%
OC
1259
Oakworth Capital
Alabama
$1.07M +$170K +793 +19%
LC
1260
Lindbrook Capital
California
$1.06M +$905K +4,225 +581%
SAA
1261
Southeast Asset Advisors
Georgia
$1.06M -$643 -3 -0.1%
AA
1262
Ancora Advisors
Ohio
$1.06M -$163K -762 -13%
JIP
1263
JBJ Investment Partners
South Carolina
$1.06M -$607K -2,833 -37%
SMC
1264
Smith, Moore & Co
Missouri
$1.06M -$4.29K -20 -0.4%
RIA
1265
Regal Investment Advisors
Michigan
$1.05M -$141K -659 -12%
PWPS
1266
Pinnacle Wealth Planning Services
Ohio
$1.05M +$74.4K +347 +8%
DAC
1267
Dividend Assets Capital
South Carolina
$1.05M
AAMC
1268
Asset Allocation & Management Company
Illinois
$1.05M +$1.05M +4,880 New
ARC
1269
Advisor Resource Council
Texas
$1.05M +$1.05M +4,876 New
LWCFA
1270
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M
PWM
1271
Peterson Wealth Management
Nevada
$1.04M +$35.8K +167 +4%
PI
1272
Pettee Investors
Connecticut
$1.04M
RIL
1273
Rothschild Investment LLC
Illinois
$1.04M +$85.7K +400 +9%
RFG
1274
Range Financial Group
Oregon
$1.04M +$43.5K +203 +4%
SWIG
1275
Strategic Wealth Investment Group
Kentucky
$1.04M -$38.6K -180 -4%