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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 %
TFA
1851
Trinity Financial Advisors
Ohio
$279K
AMCA
1852
Arthur M. Cohen & Associates
Illinois
$279K +$11.3K +53 +4%
PWM
1853
Prentice Wealth Management
New York
$278K -$6.89K -32 -2%
NFG
1854
Nadler Financial Group
Illinois
$276K
JSW
1855
Journey Strategic Wealth
New Jersey
$275K +$275K +1,283 New
WP
1856
WealthPLAN Partners
Nebraska
$273K +$35.7K +177 +15%
KWA
1857
KCS Wealth Advisory
California
$273K +$273K +1,272 New
KWS
1858
Keystone Wealth Services
California
$273K +$273K +1,272 New
IIC
1859
Integrated Investment Consultants
Michigan
$273K +$273K +1,273 New
SMH
1860
Sanders Morris Harris
Texas
$272K
GAB
1861
German American Bancorp
Indiana
$270K +$10.9K +51 +4%
AIA
1862
Affinity Investment Advisors
California
$270K +$270K +1,259 New
W
1863
Wealthquest
Ohio
$268K -$77.2K -361 -22%
YMRC
1864
Yorktown Management & Research Company
Virginia
$268K -$62.2K -290 -19%
AWA
1865
AmeriServ Wealth Advisors
Pennsylvania
$268K
BLC
1866
Brown, Lisle/Cummings
Rhode Island
$267K +$267K +1,247 New
OPCM
1867
Osborne Partners Capital Management
California
$267K +$267K +1,248 New
TC
1868
Trust Company
Kansas
$266K
MWP
1869
Madison Wealth Partners
Wisconsin
$263K +$214 +1 +0.1%
RWA
1870
Redmont Wealth Advisors
Illinois
$263K +$263K +1,227 New
PCG
1871
Private Capital Group
Connecticut
$262K -$13.5K -63 -5%
CWM
1872
Circle Wealth Management
New Jersey
$262K +$5.58K +26 +2%
SEP
1873
Southland Equity Partners
Missouri
$261K +$21.9K +102 +9%
APW
1874
Aurora Private Wealth
New Jersey
$261K -$329K -1,536 -56%
ACP
1875
Aveo Capital Partners
Colorado
$260K +$260K +1,214 New