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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 %
SWM
1701
Sugarloaf Wealth Management
Georgia
$408K +$11.1K +52 +3%
S
1702
SimplyRich
California
$406K +$2.79K +13 +0.7%
PWP
1703
Perfromance Wealth Partners
Illinois
$405K +$405K +1,891 New
SCA
1704
STALEY CAPITAL ADVISERS
Pennsylvania
$403K
TF
1705
TimeScale Financial
Massachusetts
$403K +$1.93K +9 +0.5%
TGAM
1706
TBH Global Asset Management
Tennessee
$401K +$401K +1,871 New
ORC
1707
O'Rourke & Company
Massachusetts
$401K +$401K +1,871 New
LIM
1708
Leavell Investment Management
Alabama
$400K +$9.42K +44 +2%
ST
1709
Smithfield Trust
Pennsylvania
$399K
FCA
1710
FinTrust Capital Advisors
South Carolina
$399K +$64.4K +301 +19%
BFG
1711
Barber Financial Group
Kansas
$398K -$163K -761 -29%
QPWM
1712
Quadrant Private Wealth Management
Pennsylvania
$398K +$15.7K +73 +4%
TCBWMS
1713
Texas Capital Bank Wealth Management Services
Texas
$397K +$13.3K +62 +3%
AWP
1714
Abacus Wealth Partners
California
$397K -$11.4K -53 -3%
SHA
1715
Seneca House Advisors
Virginia
$396K +$82.7K +386 +26%
TCOK
1716
Trust Company of Kansas
Kansas
$393K -$16.3K -76 -4%
TCM
1717
Teza Capital Management
Illinois
$393K +$60K +280 +18%
SFO
1718
Stokes Family Office
Louisiana
$392K +$5.57K +26 +1%
ACM
1719
AUA Capital Management
Pennsylvania
$392K +$65.9K +308 +20%
LB
1720
Legacy Bridge
Iowa
$389K
CFC
1721
Coyle Financial Counsel
Illinois
$389K +$643 +3 +0.2%
T
1722
TCWP
Ohio
$389K +$389K +1,815 New
PRWA
1723
Platte River Wealth Advisors
Colorado
$388K -$34.9K -165 -8%
WWA
1724
WC Walker & Associates
California
$386K
CFD
1725
Creative Financial Designs
Indiana
$386K +$8.58K +40 +2%