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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 %
OCG
1526
Opus Capital Group
Ohio
$504K
DA
1527
Detalus Advisors
Missouri
$504K
SOS
1528
Silver Oak Securities
Tennessee
$504K +$27.4K +146 +6%
SVWAG
1529
Sound View Wealth Advisors Group
Georgia
$499K -$2.37K -13 -0.5%
MFG
1530
MidWestOne Financial Group
Iowa
$499K
NW
1531
Naviter Wealth
Arkansas
$499K +$499K +2,735 New
PCS
1532
Personal CFO Solutions
New Jersey
$498K +$40.5K +222 +9%
RIG
1533
Roosevelt Investment Group
New York
$497K +$40.3K +221 +9%
RB
1534
Renasant Bank
Mississippi
$497K +$70.1K +384 +16%
RGF
1535
Retirement Guys Formula
Ohio
$495K +$154K +843 +45%
RSWM
1536
Robertson Stephens Wealth Management
California
$494K -$240K -1,319 -33%
MFC
1537
Mechanics Financial Corp
Ohio
$494K +$5.48K +30 +1%
MMHP
1538
Murphy Middleton Hinkle & Parker
Georgia
$493K +$365 +2 +0.1%
SEM
1539
Suncoast Equity Management
Florida
$493K +$493K +2,703 New
WAM
1540
Weatherly Asset Management
California
$492K -$14.6K -80 -3%
BWA
1541
Blodgett Wealth Advisors
California
$491K -$77K -422 -14%
SAM
1542
SignalPoint Asset Management
Missouri
$489K +$63.2K +347 +15%
WMS
1543
Wealth Management Solutions
Pennsylvania
$488K -$132K -725 -21%
AWM
1544
Accel Wealth Management
Iowa
$488K -$40K -219 -8%
TWM
1545
Titus Wealth Management
California
$488K +$8.21K +45 +2%
MWPCG
1546
Measured Wealth Private Client Group
New Hampshire
$487K +$94.6K +518 +24%
EW
1547
Evoke Wealth
California
$485K -$115K -632 -19%
RWA
1548
Redhawk Wealth Advisors
Minnesota
$483K +$2.19K +12 +0.5%
KCM
1549
KRS Capital Management
Michigan
$481K +$12.9K +71 +3%
TFS
1550
Thoroughbred Financial Services
Tennessee
$476K -$365 -2 -0.1%