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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 %
DI
1301
DAGCO Inc
Ohio
$879K -$17.7K -97 -2%
HCWM
1302
Harrison & Co Wealth Management
Virginia
$875K +$74.8K +410 +9%
WKWM
1303
Walter & Keenan Wealth Management
Indiana
$874K +$182 +1 +0%
CAGAS
1304
Capital Advisory Group Advisory Services
Minnesota
$873K -$910 -5 -0.1%
MIM
1305
MTM Investment Management
South Carolina
$867K -$129K -698 -13%
S
1306
swisspartners
Liechtenstein
$867K
MIH
1307
Meitav Investment House
Israel
$864K -$243K -1,335 -22%
DAC
1308
Dividend Assets Capital
South Carolina
$860K +$1.1K +6 +0.1%
LWM
1309
Lyell Wealth Management
California
$856K +$1.64K +9 +0.2%
CG
1310
Corundum Group
Colorado
$854K +$88.3K +484 +12%
HI
1311
Harbour Investments
Wisconsin
$852K +$852K +4,665 New
ERWM
1312
Elk River Wealth Management
Colorado
$851K
WFC
1313
Western Financial Corp
California
$850K -$69.6K -381 -8%
LF
1314
Lantz Financial
Illinois
$845K +$84.7K +464 +11%
PWP
1315
Principle Wealth Partners
Connecticut
$843K -$18.3K -100 -2%
GEA
1316
Glen Eagle Advisors
New Jersey
$842K +$42.7K +234 +5%
VA
1317
Valmark Advisers
Ohio
$842K -$53.8K -295 -6%
SWM
1318
Sendero Wealth Management
Texas
$841K -$81.3K -445 -9%
WMP
1319
Wealth Management Partners
Arizona
$841K
CS
1320
Capital Square
Tennessee
$841K +$74.1K +406 +10%
RWM
1321
Ritholtz Wealth Management
New York
$840K +$71.7K +393 +9%
AT
1322
American Trust
Kentucky
$837K -$82.1K -450 -9%
LFA
1323
Legacy Financial Advisors
Kentucky
$836K -$22.3K -122 -3%
JWA
1324
JFS Wealth Advisors
Pennsylvania
$835K -$16.1K -88 -2%
SIM
1325
Sentry Investment Management
Wisconsin
$833K -$162K -888 -16%