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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 %
JFGIW
1326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$806K -$44.7K -257 -5%
PAI
1327
Pittenger & Anderson Inc
Nebraska
$805K +$240K +1,379 +42%
WPA
1328
West Paces Advisors
Georgia
$804K +$24.2K +139 +3%
SCM
1329
Shelton Capital Management
Colorado
$803K -$99.3K -571 -11%
MIM
1330
MTM Investment Management
South Carolina
$803K -$3.48K -20 -0.4%
SCI
1331
Stableford Capital II
Arizona
$802K -$1.27K -7 -0.2%
FCB
1332
First County Bank
Connecticut
$801K +$801K +4,607 New
S
1333
swisspartners
Liechtenstein
$800K
HCWM
1334
Harrison & Co Wealth Management
Virginia
$800K +$15K +86 +2%
HCC
1335
Hirtle Callaghan & Co
Pennsylvania
$797K +$797K +4,586 New
DI
1336
DAGCO Inc
Ohio
$794K +$522 +3 +0.1%
CAWM
1337
Capital Advisors Wealth Management
Washington
$793K +$18.6K +107 +2%
CQS
1338
Credential Qtrade Securities
$792K -$257K -1,480 -25%
DFG
1339
Delta Financial Group
New Jersey
$790K +$790K +4,467 New
WFA
1340
WestHill Financial Advisors
California
$790K +$348 +2 +0%
FIM
1341
Freedom Investment Management
Connecticut
$788K -$42.8K -246 -5%
PWP
1342
Principle Wealth Partners
Connecticut
$787K -$15.6K -90 -2%
OC
1343
Oakworth Capital
Alabama
$785K +$9.39K +54 +1%
IAMOG
1344
Investors Asset Management of Georgia
Georgia
$782K +$6.08K +35 +0.8%
MMM
1345
Mendel Money Management
Illinois
$780K -$13K -75 -2%
KA
1346
Kovack Advisors
Florida
$779K -$37.9K -218 -5%
SRG
1347
SBB Research Group
Illinois
$777K +$6.43K +37 +0.8%
MWA
1348
Meridian Wealth Advisors
Texas
$776K +$15.3K +88 +2%
APP
1349
Avantax Planning Partners
Iowa
$772K -$22.8K -131 -3%
AAS
1350
Annex Advisory Services
Wisconsin
$771K -$55.3K -318 -7%