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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 %
FMP
1701
Financial Management Professionals
Texas
$362K +$34.6K +199 +11%
RWP
1702
Ridgecrest Wealth Partners
California
$362K +$12K +69 +3%
CPIA
1703
Cornell Pochily Investment Advisors
New York
$362K +$869 +5 +0.2%
WP
1704
WealthPLAN Partners
Nebraska
$361K +$361K +1,935 New
RMCM
1705
Reynders McVeigh Capital Management
Massachusetts
$359K -$9.9K -57 -3%
DBIA
1706
Dumont & Blake Investment Advisors
New Jersey
$359K +$16.2K +93 +5%
WMA
1707
Wealth Management Associates
New Jersey
$359K +$36K +207 +11%
T
1708
TNF
Montana
$357K +$378 +2 +0.1%
1WA
1709
180 Wealth Advisors
Washington
$357K -$3.41K -19 -0.9%
FFP
1710
FourThought Financial Partners
Florida
$355K +$355K +2,043 New
BMC
1711
Beaton Management Company
Massachusetts
$355K
MS
1712
Maven Securities
Jersey
$355K -$429K -2,467 -55%
GPFA
1713
Game Plan Financial Advisors
Ohio
$355K -$17.4K -100 -5%
WWA
1714
WC Walker & Associates
California
$355K +$23.8K +135 +7%
RSWM
1715
Robertson Stephens Wealth Management
California
$354K +$9.21K +53 +3%
FHC
1716
First Heartland Consultants
Missouri
$354K +$6.26K +36 +2%
FWTB
1717
First Western Trust Bank
Colorado
$353K -$30.1K -173 -8%
HR
1718
Howe & Rusling
New York
$351K +$128K +734 +57%
RWI
1719
Red Wave Investments
Pennsylvania
$350K -$183K -1,053 -34%
AFP
1720
Alpha Financial Partners
Kentucky
$349K +$349K +2,006 New
CIA
1721
Caerus Investment Advisors
Texas
$349K
BAM
1722
Bellevue Asset Management
Washington
$348K +$173 +1 +0%
IP
1723
Investment Partners
Ohio
$348K -$357K -2,053 -51%
FI
1724
FIDELIS iM
Oregon
$348K
RP
1725
Rice Partnership
Hawaii
$348K