UPS icon

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 %
MW
1601
Marks Wealth
Maryland
$438K
KTC
1602
Kistler-Tiffany Companies
Pennsylvania
$434K -$58.4K -320 -12%
3F
1603
360 Financial
Minnesota
$434K -$8.83K -47 -2%
JAG
1604
Journey Advisory Group
Kentucky
$433K +$144K +738 +50%
TPWA
1605
TRUE Private Wealth Advisors
Oregon
$432K +$182 +1 +0%
APA
1606
Astoria Portfolio Advisors
New York
$432K +$96.6K +529 +29%
STA
1607
Summit Trail Advisors
New York
$431K +$33.2K +182 +8%
GFP
1608
Gryphon Financial Partners
Ohio
$430K +$59.9K +329 +16%
CWM
1609
Cahaba Wealth Management
Georgia
$427K -$124K -680 -23%
LIM
1610
Leavell Investment Management
Alabama
$427K +$66.7K +365 +19%
DWM
1611
Drive Wealth Management
Utah
$427K +$256K +1,401 +150%
Cohen & Steers
1612
Cohen & Steers
New York
$426K -$38.7K -212 -8%
AWC
1613
Adamsbrown Wealth Consultants
Kansas
$426K +$18.8K +103 +5%
BO
1614
Bank OZK
Arkansas
$424K -$18.2K -100 -4%
MW
1615
MBL Wealth
North Carolina
$424K +$127K +696 +43%
BDWM
1616
Brewin Dolphin Wealth Management
Ireland
$423K -$160K -875 -27%
CFA
1617
Cahill Financial Advisors
Minnesota
$423K +$35.3K +193 +9%
RCA
1618
Resonant Capital Advisors
Wisconsin
$423K +$107K +585 +34%
SWA
1619
Sutton Wealth Advisors
Florida
$423K +$4.56K +25 +1%
CWM
1620
Cabot Wealth Management
Massachusetts
$421K
BI
1621
Blooom Inc
Kansas
$420K -$25.7K -141 -6%
CG
1622
Cynosure Group
Utah
$420K +$420K +2,299 New
MCM
1623
McRae Capital Management
New Jersey
$419K +$9.12K +50 +2%
BA
1624
Bluesphere Advisors
Pennsylvania
$418K
GDP
1625
Great Diamond Partners
Maine
$418K +$14.4K +79 +4%