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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 %
MCM
1376
Maryland Capital Management
Maryland
$813K +$99.7K +465 +14%
CWP
1377
Concord Wealth Partners
Virginia
$813K +$458K +2,137 +129%
GBT
1378
Grove Bank & Trust
Florida
$811K
WMS
1379
Wealth Management Solutions
Pennsylvania
$811K +$811K +3,784 New
KC
1380
Kingfisher Capital
North Carolina
$809K -$5.57K -26 -0.7%
HWA
1381
Heritage Wealth Advisors
Virginia
$804K +$105K +491 +15%
TNAM
1382
Terra Nova Asset Management
New York
$802K -$59K -275 -7%
KMWM
1383
Keudell/Morrison Wealth Management
Oregon
$800K -$39.6K -185 -5%
FCM
1384
Fourpath Capital Management
Oklahoma
$799K +$799K +3,730 New
CNFG
1385
Creegan & Nassoura Financial Group
New Hampshire
$796K +$214 +1 +0%
DWM
1386
Dakota Wealth Management
Florida
$794K
VNA
1387
Valley National Advisers
Pennsylvania
$794K +$60.6K +283 +8%
SFP
1388
Sterling Financial Planning
New Jersey
$793K -$42.9K -200 -5%
FG
1389
Fiduciary Group
Georgia
$792K
PG
1390
Patten Group
Tennessee
$791K
FMBTD
1391
First Midwest Bank Trust Division
Illinois
$789K +$429 +2 +0.1%
CA
1392
Corrado Advisors
New Jersey
$782K
MAG
1393
MRA Advisory Group
New Jersey
$782K
FFM
1394
Forum Financial Management
Illinois
$778K +$778K +3,630 New
PG
1395
Pendal Group
Australia
$777K -$1.7M -7,950 -69%
PK
1396
Pflug Koory
Nebraska
$777K -$18.2K -85 -2%
RWM
1397
Ritholtz Wealth Management
New York
$777K +$135K +631 +21%
FIA
1398
Foundations Investment Advisors
Arizona
$775K -$136K -644 -15%
FCMT
1399
Founders Capital Management (Texas)
Texas
$774K -$8.58K -40 -1%
LHC
1400
Little House Capital
Massachusetts
$773K +$10.3K +48 +1%