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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 %
WIP
1476
WealthCare Investment Partners
Rhode Island
$646K +$646K +3,012 New
HCA
1477
Harbour Capital Advisors
Virginia
$645K
LFM
1478
Lumina Fund Management
New York
$643K
MCM
1479
Magnolia Capital Management
New York
$643K
MJRIC
1480
Mogy Joel R Investment Counsel
California
$643K +$214 +1 +0%
GHA
1481
GW Henssler & Associates
Georgia
$643K +$643K +2,998 New
EWM
1482
EPG Wealth Management
Georgia
$640K -$7.72K -36 -1%
OWA
1483
Octavia Wealth Advisors
Ohio
$637K -$8.15K -38 -1%
BFPW
1484
BOK Financial Private Wealth
Colorado
$637K +$96.7K +451 +18%
CPIG
1485
Chicago Partners Investment Group
Illinois
$636K -$45.4K -212 -7%
FMB
1486
Field & Main Bank
Kentucky
$634K +$17.1K +80 +3%
PFGIA
1487
Patriot Financial Group Insurance Agency
Massachusetts
$633K -$292K -1,362 -32%
MWA
1488
Meridian Wealth Advisors
Texas
$629K -$5.57K -26 -0.9%
ITIM
1489
Indiana Trust & Investment Management
Indiana
$628K +$858 +4 +0.1%
DC
1490
Diametric Capital
Massachusetts
$626K +$626K +2,920 New
CF
1491
Corrigan Financial
Rhode Island
$625K
EA
1492
Eudaimonia Advisors
Tennessee
$623K +$623K +2,905 New
CCA
1493
Childress Capital Advisors
Texas
$622K +$19.7K +92 +3%
KWM
1494
Kolinsky Wealth Management
New Jersey
$621K +$621K +2,896 New
ACM
1495
Advisors Capital Management
New Jersey
$619K +$60.6K +283 +11%
CWA
1496
Choice Wealth Advisors
Maine
$618K -$4.72K -22 -0.8%
WCG
1497
Weaver Consulting Group
California
$618K +$27.7K +129 +5%
TFO
1498
Tarbox Family Office
California
$617K -$4.72K -22 -0.8%
VW
1499
Vance Wealth
California
$616K +$616K +2,875 New
GWM
1500
Gray Wealth Management
Maine
$615K +$26.1K +122 +4%