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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 %
SPWM
1651
Schrum Private Wealth Management
Florida
$445K +$445K +2,066 New
NA
1652
Navellier & Associates
Nevada
$442K -$6.65K -31 -1%
ST
1653
Somerset Trust
Pennsylvania
$442K +$97.4K +454 +28%
ME
1654
McIlrath & Eck
Washington
$439K -$26.4K -123 -6%
ATC
1655
Adirondack Trust Company
New York
$439K
SOAMC
1656
Spirit of America Management Corp
New York
$439K
CPIA
1657
Cornell Pochily Investment Advisors
New York
$439K +$643 +3 +0.1%
GPFA
1658
Game Plan Financial Advisors
Ohio
$439K +$439K +2,046 New
GFP
1659
Gryphon Financial Partners
Ohio
$437K -$9.42K -44 -2%
AA
1660
Aire Advisors
California
$437K +$437K +2,030 New
RB
1661
Renasant Bank
Mississippi
$436K +$214 +1 +0%
MCC
1662
Money Concepts Capital
Florida
$436K +$436K +2,034 New
LCM
1663
LVM Capital Management
Michigan
$435K -$9.65K -45 -2%
Jones Financial Companies
1664
Jones Financial Companies
Missouri
$435K +$39.9K +186 +10%
LNWTC
1665
Laird Norton Wetherby Trust Company
Washington
$435K +$47.5K +222 +12%
SICM
1666
Sustainable Insight Capital Management
New York
$433K +$11.4K +53 +3%
TFS
1667
Thoroughbred Financial Services
Tennessee
$433K +$124K +580 +40%
WA
1668
WESPAC Advisors
California
$432K +$97.8K +456 +29%
WCF
1669
West Coast Financial
California
$431K +$25.3K +118 +6%
CAG
1670
Crestwood Advisors Group
Massachusetts
$430K -$10.3K -48 -2%
PCC
1671
Park Circle Company
Maryland
$429K
RP
1672
Rice Partnership
Hawaii
$429K
FI
1673
FIDELIS iM
Oregon
$429K
VIM
1674
Vista Investment Management
Pennsylvania
$429K +$43.3K +202 +11%
MCM
1675
Mill Capital Management
North Carolina
$429K +$429K +2,000 New