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United Parcel Service

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
1251
Bangor Savings Bank
Maine
$936K -$279K -1,605 -23%
WFM
1252
Wolff Financial Management
Michigan
$936K +$1.04K +6 +0.1%
MA
1253
MKT Advisors
California
$932K +$2.73K +15 +0.3%
PFP
1254
Paragon Financial Partners
California
$927K +$695 +4 +0.1%
CWAG
1255
Compton Wealth Advisory Group
Virginia
$926K -$224K -1,291 -20%
ANBT
1256
American National Bank & Trust
Texas
$924K -$482K -2,775 -34%
XWM
1257
Xcel Wealth Management
Florida
$923K +$3.13K +18 +0.3%
FFWA
1258
FRG Family Wealth Advisors
Washington
$922K -$21.7K -125 -2%
BW
1259
Bison Wealth
Georgia
$922K +$38.9K +220 +4%
DBG
1260
De Burlo Group
Massachusetts
$917K +$7.82K +45 +0.9%
GWM
1261
Geneos Wealth Management
Colorado
$917K +$31.1K +179 +4%
CIP
1262
Capital Insight Partners
Arizona
$915K -$48.5K -279 -5%
ZIC
1263
ZWJ Investment Counsel
Georgia
$914K -$17.2K -99 -2%
QI
1264
Qtron Investments
Massachusetts
$911K -$612K -3,523 -40%
V
1265
VeraBank
Texas
$910K +$4K +23 +0.4%
ESB
1266
Essex Savings Bank
Connecticut
$910K -$28.3K -163 -3%
HI
1267
Harbour Investments
Wisconsin
$907K +$96.5K +555 +12%
DGAM
1268
Desjardins Global Asset Management
Quebec, Canada
$907K -$679K -3,905 -43%
DF
1269
Donoghue Forlines
Massachusetts
$905K +$488K +2,808 +117%
HWA
1270
Heritage Wealth Advisors
Virginia
$904K +$51.5K +296 +6%
SFS
1271
Solitude Financial Services
Virginia
$904K
CS
1272
Capital Square
Tennessee
$895K
SMC
1273
Smith, Moore & Co
Missouri
$894K +$21.2K +122 +2%
AW
1274
Apricus Wealth
South Carolina
$891K
EHWM
1275
Eads & Heald Wealth Management
Georgia
$891K