UPS icon

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 %
AIC
1426
Archer Investment Corporation
Indiana
$636K +$78.9K +432 +14%
MAG
1427
MRA Advisory Group
New Jersey
$634K +$182 +1 +0%
GA
1428
GraniteShares Advisors
New York
$633K -$76.8K -421 -11%
GBT
1429
Grove Bank & Trust
Florida
$633K -$66.6K -365 -10%
PFGIA
1430
Patriot Financial Group Insurance Agency
Massachusetts
$632K +$111K +608 +21%
WPC
1431
Wedmont Private Capital
Pennsylvania
$630K +$109K +595 +21%
RBC
1432
Roble Belko & Company
Pennsylvania
$629K
BEAM
1433
Baker Ellis Asset Management
Washington
$628K -$3.84K -21 -0.6%
DLA
1434
Douglas Lane & Associates
New York
$627K -$19K -104 -3%
AFP
1435
Ausdal Financial Partners
Iowa
$627K +$65.3K +358 +12%
NAG
1436
Northstar Advisory Group
New Jersey
$625K -$38.5K -211 -6%
EWA
1437
ERTS Wealth Advisors
Michigan
$625K -$365 -2 -0.1%
FLI
1438
Family Legacy Inc
South Carolina
$625K
SXL
1439
Summit X LLC
Missouri
$623K +$918 +5 +0.1%
TAM
1440
Tocqueville Asset Management
New York
$623K +$36.5K +200 +6%
MBT
1441
Montecito Bank & Trust
California
$617K -$96.1K -526 -13%
DA
1442
DSC Advisors
Illinois
$617K -$95.3K -522 -13%
HFM
1443
Harvest Fund Management
China
$616K
SWA
1444
SFMG Wealth Advisors
Texas
$614K +$6.02K +33 +1%
CWG
1445
Cornerstone Wealth Group
North Carolina
$609K -$2.18M -11,972 -78%
CC
1446
Cornerstone Capital
California
$608K -$770K -4,220 -56%
SP
1447
Successful Portfolios
Florida
$608K -$913 -5 -0.1%
LFA
1448
Landmark Financial Advisors
Kentucky
$605K -$10K -55 -2%
MWM
1449
Minot Wealth Management
Massachusetts
$605K +$25K +137 +4%
WSTAM
1450
Wilbanks Smith & Thomas Asset Management
Virginia
$604K +$14.4K +79 +2%