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United Parcel Service

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M
Name Holding Trade Value Shares
Change
Shares
Change %
WKWM
1301
Walter & Keenan Wealth Management
Indiana
$778K +$3.88K +24 +0.5%
DAC
1302
Dividend Assets Capital
South Carolina
$774K +$13.2K +82 +2%
KMWM
1303
Keudell/Morrison Wealth Management
Oregon
$774K +$57.5K +356 +8%
RWA
1304
Ropes Wealth Advisors
Massachusetts
$772K -$16.1K -100 -2%
FIM
1305
Freedom Investment Management
Connecticut
$772K -$99K -613 -11%
AAS
1306
Annex Advisory Services
Wisconsin
$767K -$461K -2,854 -38%
VA
1307
Valmark Advisers
Ohio
$760K +$14.9K +92 +2%
KA
1308
Kovack Advisors
Florida
$759K -$27.5K -170 -3%
SC
1309
Savant Capital
Illinois
$759K -$22.3K -138 -3%
DWM
1310
Darwin Wealth Management
Florida
$757K -$25.9K -157 -3%
ERWM
1311
Elk River Wealth Management
Colorado
$753K
MIM
1312
MTM Investment Management
South Carolina
$749K -$8.24K -51 -1%
LF
1313
Lantz Financial
Illinois
$748K +$807 +5 +0.1%
LWM
1314
Lyell Wealth Management
California
$745K -$12.8K -79 -2%
JWA
1315
JFS Wealth Advisors
Pennsylvania
$745K +$5.98K +37 +0.8%
JG
1316
Jefferies Group
New York
$743K -$4.19M -25,919 -85%
CAGAS
1317
Capital Advisory Group Advisory Services
Minnesota
$743K -$32.6K -202 -4%
S
1318
swisspartners
Liechtenstein
$743K
APP
1319
Avantax Planning Partners
Iowa
$738K -$531K -3,290 -42%
DI
1320
DAGCO Inc
Ohio
$738K -$40.6K -251 -5%
MMM
1321
Mendel Money Management
Illinois
$737K +$16.3K +101 +2%
WFA
1322
WestHill Financial Advisors
California
$734K +$162 +1 +0%
SCI
1323
Stableford Capital II
Arizona
$732K +$40.6K +245 +6%
F
1324
F3Logic
Minnesota
$731K +$19.8K +125 +3%
HCWM
1325
Harrison & Co Wealth Management
Virginia
$729K -$45.5K -282 -6%