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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 %
XS
1626
XR Securities
Illinois
$416K +$416K +2,280 New
UAML
1627
US Asset Management LLC
Pennsylvania
$414K
SOAMC
1628
Spirit of America Management Corp
New York
$411K
MAM
1629
Mystic Asset Management
Rhode Island
$411K
CIC
1630
Cutler Investment Counsel
Oregon
$410K
Jones Financial Companies
1631
Jones Financial Companies
Missouri
$410K +$23.9K +131 +6%
LCM
1632
Leisure Capital Management
California
$409K
TPW
1633
Transatlantique Private Wealth
New York
$409K +$409K +2,242 New
GTAM
1634
Global Trust Asset Management
Florida
$408K -$1.1K -6 -0.3%
FWTB
1635
First Western Trust Bank
Colorado
$407K -$17K -94 -4%
TIA
1636
Traphagen Investment Advisors
New Jersey
$407K +$180K +987 +80%
MHS
1637
M Holdings Securities
Oregon
$406K -$122K -667 -23%
ST
1638
Somerset Trust
Pennsylvania
$406K +$10.6K +58 +3%
NA
1639
Navellier & Associates
Nevada
$404K +$9.87K +54 +3%
RMDI
1640
R.M. Davis Inc
Maine
$403K +$11.1K +61 +3%
TT
1641
TI-Trust
Illinois
$402K
WCM
1642
WealthBridge Capital Management
Ohio
$401K +$401K +2,195 New
AWM
1643
Aries Wealth Management
Maine
$401K +$401K +2,196 New
PWP
1644
Perfromance Wealth Partners
Illinois
$400K +$54.6K +299 +16%
GHA
1645
GW Henssler & Associates
Georgia
$398K -$30.5K -167 -7%
TGAM
1646
TBH Global Asset Management
Tennessee
$397K +$55K +301 +16%
SHA
1647
Seneca House Advisors
Virginia
$396K +$44.9K +246 +13%
LSPW
1648
Lake Street Private Wealth
Illinois
$394K -$159K -870 -29%
AWM
1649
Accurate Wealth Management
Florida
$392K -$32.6K -178 -8%
AA
1650
Aire Advisors
California
$392K -$7.52K -41 -2%