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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 %
BAS
1801
Brown Advisory Securities
Maryland
$308K -$245K -1,150 -44%
BCP
1802
Berkeley Capital Partners
Georgia
$308K -$14.4K -67 -4%
GWANC
1803
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K +$308K +1,435 New
CWMGP
1804
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$308K +$308K +1,435 New
SCM
1805
Spreng Capital Management
Ohio
$308K +$308K +1,440 New
HFP
1806
Holistic Financial Partners
Indiana
$307K +$21.3K +99 +7%
STA
1807
Summit Trail Advisors
New York
$307K +$26.1K +122 +9%
PWMG
1808
Prestige Wealth Management Group
New Jersey
$306K +$43.6K +203 +17%
PCI
1809
Planning Center Inc
Illinois
$306K +$306K +1,317 New
MA
1810
MAS Advisors
Florida
$306K +$306K +1,429 New
BHBT
1811
Burke & Herbert Bank & Trust
Virginia
$302K
WA
1812
WBH Advisory
Maryland
$302K +$64.6K +301 +27%
TWA
1813
TCI Wealth Advisors
Arizona
$301K -$41.6K -194 -12%
GSEP
1814
Golden State Equity Partners
California
$301K -$34.5K -161 -10%
NAS
1815
Nicolet Advisory Services
Wisconsin
$301K +$26.8K +125 +10%
SFG
1816
Summit Financial Group
West Virginia
$301K +$301K +1,402 New
WFA
1817
WMG Financial Advisors
Tennessee
$301K +$301K +1,405 New
ACM
1818
AlphaStar Capital Management
North Carolina
$300K -$413 -2 -0.1%
BEI
1819
Benjamin Edwards Inc
Missouri
$298K +$298K +1,388 New
FC
1820
FORA Capital
Florida
$298K +$298K +1,388 New
MHIC
1821
Marble Harbor Investment Counsel
Massachusetts
$296K -$4.29K -20 -1%
JAG
1822
Journey Advisory Group
Kentucky
$296K +$1.07K +5 +0.4%
AFAS
1823
Acorn Financial Advisory Services
Virginia
$295K +$23.4K +109 +9%
BWM
1824
BT Wealth Management
Georgia
$293K +$293K +1,365 New
DFG
1825
Demars Financial Group
Washington
$292K -$4.29K -20 -1%