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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 %
SRC
1551
Shufro Rose & Co
New York
$547K
WP
1552
WealthShield Partners
North Carolina
$546K +$144K +672 +36%
RGF
1553
Retirement Guys Formula
Ohio
$546K +$546K +2,546 New
SCA
1554
Stuart Chaussee & Associates
California
$543K +$18.6K +87 +4%
SWM
1555
Silverlake Wealth Management
Vermont
$542K +$542K +2,531 New
CWM
1556
Cabot Wealth Management
Massachusetts
$542K -$22.7K -106 -4%
RPWA
1557
Regent Peak Wealth Advisors
Georgia
$542K +$14.1K +66 +3%
RCA
1558
Ranch Capital Advisors
Florida
$541K +$428 +2 +0.1%
MFM
1559
MD Financial Management
Ontario, Canada
$539K -$1.67M -7,814 -76%
CBN
1560
Cadence Bank NA
Texas
$538K
CG
1561
Corundum Group
Colorado
$537K +$106K +493 +25%
TF
1562
Trek Financial
Arizona
$536K -$173K -806 -24%
BA
1563
Bluesphere Advisors
Pennsylvania
$536K
RIG
1564
Roosevelt Investment Group
New York
$536K +$536K +2,503 New
AFM
1565
Andesa Financial Management
Pennsylvania
$533K +$81.5K +380 +18%
FCCM
1566
First City Capital Management
Georgia
$531K
APWM
1567
Atlas Private Wealth Management
New York
$531K +$60.2K +281 +13%
FCMC
1568
Founders Capital Management (Connecticut)
Connecticut
$530K
CCM
1569
Crossvault Capital Management
Texas
$530K +$4.93K +23 +0.9%
NB
1570
Nicolet Bankshares
Wisconsin
$529K -$21.4K -100 -4%
FSA
1571
Fort Sheridan Advisors
Illinois
$527K
NAM
1572
NTV Asset Management
West Virginia
$527K +$429 +2 +0.1%
QCM
1573
Quantinno Capital Management
New York
$526K +$139K +648 +36%
SAM
1574
SignalPoint Asset Management
Missouri
$525K -$5.35K -25 -1%
CCA
1575
Cobblestone Capital Advisors
New York
$520K +$59K +275 +13%