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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 %
CA
1451
Claro Advisors
Massachusetts
$603K -$110K -602 -15%
5L
1452
55I LLC
Massachusetts
$602K -$328K -1,799 -35%
DIA
1453
Davidson Investment Advisors
Montana
$601K -$371K -2,031 -38%
RCWM
1454
Royal Capital Wealth Management
Indiana
$601K -$15.7K -86 -3%
NB
1455
Nicolet Bankshares
Wisconsin
$600K +$80.9K +443 +16%
PFBT
1456
Parkside Financial Bank & Trust
Missouri
$599K +$3.1K +17 +0.5%
PAG
1457
Powers Advisory Group
Illinois
$599K +$3.65K +20 +0.6%
FIBT
1458
First International Bank & Trust
North Dakota
$599K +$76K +416 +15%
FMLI
1459
Fukoku Mutual Life Insurance
Japan
$595K -$40.2K -220 -6%
MWM
1460
Mascoma Wealth Management
New Hampshire
$595K -$7.49K -41 -1%
RIA
1461
Richwood Investment Advisors
Ohio
$595K
BC
1462
Burney Company
Virginia
$591K -$8.95K -49 -1%
PCP
1463
Proficio Capital Partners
Massachusetts
$591K +$40.5K +222 +7%
MF
1464
Montis Financial
Massachusetts
$590K -$25K -137 -4%
SWM
1465
Selective Wealth Management
Virginia
$584K +$10K +55 +2%
ACM
1466
Advisors Capital Management
New Jersey
$579K +$25.9K +142 +5%
VCM
1467
Vigilant Capital Management
Maine
$578K +$11.3K +62 +2%
EGA
1468
E&G Advisors
Texas
$577K
AGA
1469
Accuvest Global Advisors
Utah
$572K +$216K +1,182 +61%
IF
1470
Intrua Financial
Texas
$571K +$285K +1,563 +100%
SLF
1471
Sun Life Financial
Ontario, Canada
$570K -$23.8K -130 -4%
FAM
1472
Formidable Asset Management
Ohio
$570K +$4.4K +24 +0.8%
CCA
1473
Cobblestone Capital Advisors
New York
$570K +$182K +998 +47%
MHIC
1474
Marble Harbor Investment Counsel
Massachusetts
$568K +$225K +1,230 +65%
CFFP
1475
Center for Financial Planning
Michigan
$567K -$10K -55 -2%