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United Parcel Service

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1651
Aries Wealth Management
Maine
$399K
FCCM
1652
First City Capital Management
Georgia
$398K -$44.3K -255 -10%
LIM
1653
Leavell Investment Management
Alabama
$398K -$8.7K -50 -2%
BWP
1654
Balboa Wealth Partners
Arizona
$397K -$10.6K -61 -3%
SWA
1655
Sutton Wealth Advisors
Florida
$397K -$101K -580 -20%
IAG
1656
Ipsen Advisor Group
Arkansas
$397K +$397K +2,284 New
E
1657
ETFidea
New York
$397K -$24.3K -140 -6%
CAM
1658
Cozad Asset Management
Illinois
$396K +$19.6K +113 +5%
TIA
1659
Traphagen Investment Advisors
New Jersey
$395K +$6.43K +37 +2%
CWM
1660
Curi Wealth Management
North Carolina
$394K -$8K -46 -2%
UAML
1661
US Asset Management LLC
Pennsylvania
$394K +$394K +2,268 New
RWPA
1662
Richard W. Paul & Associates
Michigan
$394K +$394K +2,266 New
GHA
1663
GW Henssler & Associates
Georgia
$394K +$25.9K +149 +7%
BO
1664
Bank OZK
Arkansas
$393K -$16.9K -97 -4%
AWC
1665
Adamsbrown Wealth Consultants
Kansas
$392K -$2.96K -17 -0.7%
RPWA
1666
Regent Peak Wealth Advisors
Georgia
$391K -$75.4K -434 -16%
CIC
1667
Cutler Investment Counsel
Oregon
$390K
CLOS
1668
Compagnie Lombard Odier SCmA
Switzerland
$390K +$390K +2,242 New
AB
1669
Atlas Brown
Kentucky
$390K +$52.7K +303 +16%
EGM
1670
Engineers Gate Manager
New York
$389K -$9.48M -54,532 -96%
ORC
1671
O'Rourke & Company
Massachusetts
$388K -$36K -207 -8%
CWM
1672
Cahaba Wealth Management
Georgia
$386K -$6.61K -38 -2%
PWMG
1673
Provence Wealth Management Group
California
$385K +$385K +2,217 New
ZF
1674
Zhang Financial
Michigan
$383K +$27.1K +156 +8%
TT
1675
TI-Trust
Illinois
$383K