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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 %
PMG
1276
ProVise Management Group
Florida
$1.04M +$223K +1,039 +27%
WA
1277
Wealth Alliance
New York
$1.03M +$64.8K +302 +7%
BFO
1278
Boston Family Office
Massachusetts
$1.03M +$419K +1,954 +68%
PP
1279
Paloma Partners
Connecticut
$1.03M +$1.03M +4,813 New
GFS
1280
GYL Financial Synergies
Connecticut
$1.03M +$29.6K +138 +3%
CSB
1281
City State Bank
Iowa
$1.03M +$1.03M +4,800 New
TFA
1282
Teamwork Financial Advisors
Texas
$1.03M -$120K -559 -10%
WKWM
1283
Walter & Keenan Wealth Management
Indiana
$1.03M +$214 +1 +0%
CC
1284
Chicago Capital
Illinois
$1.03M +$9.22K +43 +0.9%
BB
1285
Busey Bank
Illinois
$1.02M +$643 +3 +0.1%
SIP
1286
Stoneridge Investment Partners
Pennsylvania
$1.02M
MSFS
1287
Main Street Financial Solutions
Pennsylvania
$1.02M -$117K -546 -10%
WMP
1288
Wealth Management Partners
Arizona
$1.02M +$13K +64 +1%
HCP
1289
Holt Capital Partners
Texas
$1.01M
DT
1290
Diversified Trust
Tennessee
$1.01M -$18.4K -86 -2%
B
1291
Barings
North Carolina
$1M -$144K -673 -13%
CAAS
1292
Capital Asset Advisory Services
Michigan
$1M -$133K -622 -12%
BPC
1293
Banque Pictet & Cie
Switzerland
$1M +$39.6K +185 +4%
EWM
1294
Evermay Wealth Management
Virginia
$1M +$64.3K +300 +7%
ERWM
1295
Elk River Wealth Management
Colorado
$1M -$32.2K -150 -3%
NL
1296
NVWM LLC
Pennsylvania
$998K +$17.6K +82 +2%
LFA
1297
Legacy Financial Advisors
Kentucky
$998K +$80.6K +376 +9%
OPS
1298
Orion Portfolio Solutions
Nebraska
$996K +$45K +210 +5%
VA
1299
Valmark Advisers
Ohio
$995K +$31.7K +148 +3%
EHWM
1300
Eads & Heald Wealth Management
Georgia
$994K +$30.4K +142 +3%