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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 %
MPW
1451
MA Private Wealth
California
$689K +$6.43K +30 +0.9%
BDWM
1452
Brewin Dolphin Wealth Management
Ireland
$684K -$30K -140 -4%
KWMG
1453
King Wealth Management Group
Florida
$682K
PFBT
1454
Parkside Financial Bank & Trust
Missouri
$679K -$41.2K -192 -6%
EGA
1455
E&G Advisors
Texas
$678K -$21.4K -100 -3%
DP
1456
Dearborn Partners
Illinois
$672K +$200K +933 +42%
MCCP
1457
Mission Creek Capital Partners
California
$671K -$46.9K -219 -7%
BWA
1458
Blodgett Wealth Advisors
California
$667K +$667K +3,111 New
ESB
1459
Essex Savings Bank
Connecticut
$666K -$12.2K -57 -2%
VCM
1460
Vigilant Capital Management
Maine
$666K +$322K +1,500 +93%
CA
1461
Cornerstone Advisory
Maryland
$665K +$429 +2 +0.1%
HFM
1462
Harvest Fund Management
China
$665K +$180K +839 +37%
KPW
1463
Kore Private Wealth
New York
$664K +$7.51K +35 +1%
RGC
1464
Roberts, Glore & Co
Illinois
$664K +$15.6K +73 +2%
MWM
1465
Minot Wealth Management
Massachusetts
$662K -$214 -1 -0%
JWM
1466
Jeppson Wealth Management
California
$662K
NDSI
1467
Newman Dignan & Sheerar Inc
Rhode Island
$658K +$37.5K +175 +6%
AIC
1468
Archer Investment Corporation
Indiana
$654K
AFP
1469
Ausdal Financial Partners
Iowa
$653K +$116K +541 +22%
SIG
1470
Sargent Investment Group
Maryland
$651K -$32.1K -150 -5%
MIG
1471
McGuire Investment Group
Rhode Island
$649K -$72.7K -339 -10%
AWM
1472
Absher Wealth Management
North Carolina
$649K -$66.2K -309 -9%
SWM
1473
Selective Wealth Management
Virginia
$649K -$53.5K -250 -8%
FAM
1474
Formidable Asset Management
Ohio
$649K
MFW
1475
Meristem Family Wealth
Minnesota
$648K