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United Parcel Service

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
1726
Herold Advisors
New York
$333K +$39.1K +215 +13%
HBW
1727
Hazlett, Burt & Watson
West Virginia
$332K +$6.17K +34 +2%
TCBWMS
1728
Texas Capital Bank Wealth Management Services
Texas
$331K -$13.3K -73 -4%
FSA
1729
Fort Sheridan Advisors
Illinois
$329K -$110K -600 -25%
FPA
1730
First Pacific Advisors
California
$329K +$329K +1,800 New
CIA
1731
Cladis Investment Advisory
Montana
$328K +$183 +1 +0.1%
LB
1732
Legacy Bridge
Iowa
$327K -$4.56K -25 -1%
TCOK
1733
Trust Company of Kansas
Kansas
$326K -$7.31K -40 -2%
CFD
1734
Creative Financial Designs
Indiana
$325K
WSCM
1735
Wellington Shields Capital Management
New York
$324K
CAMG
1736
CWA Asset Management Group
Florida
$323K +$22.7K +124 +8%
FMP
1737
Financial Management Professionals
Texas
$322K +$36.5K +200 +13%
KP
1738
Keel Point
Alabama
$322K +$98.4K +486 +44%
CA
1739
CoreCap Advisors
Michigan
$319K -$27K -148 -8%
SW
1740
Simplicity Wealth
New Jersey
$319K -$10.8K -59 -3%
RE
1741
RBC Europe
United Kingdom
$319K
TWM
1742
Tradition Wealth Management
Minnesota
$318K -$120K -658 -27%
CAC
1743
Certified Advisory Corp
Florida
$318K +$548 +3 +0.2%
WMA
1744
Wealth Management Associates
New Jersey
$317K +$12.4K +68 +4%
LAS
1745
LWM Advisory Services
Florida
$315K +$315K +1,725 New
WCF
1746
West Coast Financial
California
$314K -$30.5K -167 -9%
FNA
1747
First National Advisers
Nebraska
$313K +$313K +1,716 New
SNBOSD
1748
Security National Bank of So Dak
Iowa
$312K
WSC
1749
Wellington Shields & Co
New York
$311K -$63.8K -350 -17%
VWM
1750
Vigilare Wealth Management
Arizona
$311K +$365 +2 +0.1%