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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 %
CIA
1726
Cladis Investment Advisory
Montana
$385K +$385K +1,797 New
BFA
1727
Bill Few Associates
Pennsylvania
$385K +$385K +1,795 New
DIA
1728
Dana Investment Advisors
Wisconsin
$382K
WSCM
1729
Wellington Shields Capital Management
New York
$381K
RWP
1730
Ridgecrest Wealth Partners
California
$378K
SB
1731
Strategic Blueprint
Georgia
$376K +$110K +511 +41%
SNBOSD
1732
Security National Bank of So Dak
Iowa
$375K
HWIS
1733
Hancock Whitney Investment Services
Louisiana
$375K +$375K +1,737 New
RE
1734
RBC Europe
United Kingdom
$374K -$57.8K -270 -13%
MG
1735
Mather Group
Illinois
$374K +$25.9K +121 +7%
CAC
1736
Certified Advisory Corp
Florida
$372K +$214 +1 +0.1%
CIP
1737
Convergence Investment Partners
Florida
$371K -$19.3K -90 -5%
EL
1738
Essex LLC
Illinois
$370K -$10.7K -50 -3%
PFA
1739
Pinnacle Family Advisors
Missouri
$366K -$2.36K -11 -0.6%
PCM
1740
Prelude Capital Management
New York
$366K +$366K +1,708 New
VWM
1741
Vigilare Wealth Management
Arizona
$365K -$48K -224 -12%
LFAS
1742
Level Four Advisory Services
Texas
$364K +$364K +1,698 New
NC
1743
NovaPoint Capital
Georgia
$360K -$223K -1,038 -38%
PL
1744
Pluribus Labs
California
$360K +$360K +1,681 New
MKC
1745
M. Kraus & Co
Vermont
$359K
PAMP
1746
Polar Asset Management Partners
Ontario, Canada
$358K +$358K +1,672 New
WMA
1747
Wealth Management Associates
New Jersey
$357K +$75K +350 +27%
BO
1748
BRR OpCo
Ohio
$356K +$356K +1,661 New
VAM
1749
Verity Asset Management
North Carolina
$352K -$5.36K -25 -1%
FM
1750
Foster & Motley
Ohio
$352K +$5.35K +25 +2%