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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 %
LA
1751
LexAurum Advisors
Kansas
$351K -$10.7K -50 -3%
PTP
1752
Platform Technology Partners
New York
$351K +$9.64K +45 +3%
TWP
1753
Tower Wealth Partners
Pennsylvania
$349K +$349K +1,630 New
SFG
1754
Sather Financial Group
Texas
$347K
PWP
1755
Pursue Wealth Partners
California
$347K +$347K +1,617 New
AL
1756
Aspiriant LLC
California
$345K +$28.7K +134 +9%
EFM
1757
E Fund Management
China
$344K +$6.42K +30 +2%
AC
1758
Avestar Capital
New York
$344K +$38.4K +179 +13%
KA
1759
Kercheville Advisors
Texas
$343K -$21.4K -100 -6%
OBWG
1760
Onyx Bridge Wealth Group
New York
$343K +$58.9K +276 +21%
WAOTB
1761
Wealth Advisors of Tampa Bay
Florida
$343K +$343K +1,600 New
MIC
1762
Means Investment Company
Maine
$342K +$642 +3 +0.2%
BCM
1763
Becker Capital Management
Oregon
$338K -$48.7K -227 -13%
BWP
1764
BSW Wealth Partners
Colorado
$338K -$7.94K -37 -2%
LJHT
1765
Laurie J. Hall Trustee
$337K -$6.44K -30 -2%
PWC
1766
PYA Waltman Capital
Tennessee
$337K
Walleye Capital
1767
Walleye Capital
New York
$337K +$337K +1,573 New
ECM
1768
Elgethun Capital Management
South Dakota
$336K +$1.69K +8 +0.5%
MCWS
1769
McKinley Carter Wealth Services
West Virginia
$335K -$3.43K -16 -1%
CIC
1770
Chase Investment Counsel
Virginia
$335K +$2.79K +13 +0.8%
OWA
1771
Opal Wealth Advisors
New York
$335K +$78.1K +364 +30%
BCM
1772
Boltwood Capital Management
California
$334K
SRC
1773
Sage Rhino Capital
California
$334K +$6.65K +31 +2%
CA
1774
Calton & Associates
Florida
$332K -$5.36K -25 -2%
FPB
1775
First PREMIER Bank
South Dakota
$330K