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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 %
ACM
1801
AlphaStar Capital Management
North Carolina
$272K +$3.28K +18 +1%
CFA
1802
Compass Financial Advisors
Indiana
$271K +$730 +4 +0.3%
FA
1803
Faithward Advisors
Pennsylvania
$271K +$1.1K +6 +0.4%
IA
1804
Insight Advisors
Pennsylvania
$270K -$9.13K -47 -3%
USGIU
1805
U.S. Global Investors (USGI)
Texas
$268K +$3.28K +18 +1%
SMH
1806
Sanders Morris Harris
Texas
$268K +$36.5K +200 +16%
QFA
1807
Quantum Financial Advisors
California
$267K +$267K +1,319 New
HIC
1808
Harvey Investment Company
Kentucky
$266K
EFM
1809
E Fund Management
China
$266K +$6.56K +36 +3%
CAWM
1810
Capital Advisors Wealth Management
Washington
$265K +$265K +1,453 New
CWMGP
1811
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$264K +$1.64K +9 +0.6%
FIB
1812
First Interstate Bank
Montana
$264K +$264K +1,445 New
FAG
1813
Fortitude Advisory Group
Washington
$263K +$3.65K +20 +1%
FPS
1814
Fieldpoint Private Securities
Connecticut
$263K +$48.8K +267 +23%
WE
1815
Wealth Effects
Massachusetts
$261K -$35.7K -195 -12%
MWM
1816
Modera Wealth Management
New Jersey
$260K +$49.9K +273 +24%
TIA
1817
Tiemann Investment Advisors
California
$257K -$20.1K -110 -7%
EBA
1818
Eagle Bay Advisors
New York
$257K +$175K +960 +215%
QPWM
1819
Quadrant Private Wealth Management
Pennsylvania
$256K -$70K -383 -21%
SFG
1820
Summit Financial Group
West Virginia
$256K
WQ
1821
Wealth Quarterback
New Jersey
$256K +$256K +1,403 New
KAM
1822
Knightsbridge Asset Management
California
$255K +$43.2K +236 +20%
PWA
1823
Providence Wealth Advisors
Illinois
$255K +$60.6K +330 +31%
NWM
1824
Northwest Wealth Management
Iowa
$255K +$82.6K +452 +48%
AFAS
1825
Acorn Financial Advisory Services
Virginia
$254K -$6.76K -37 -3%