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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 %
GWS
1851
Glassman Wealth Services
Virginia
$237K -$4.93K -27 -2%
BBW
1852
Blue Barn Wealth
Utah
$237K +$237K +1,298 New
KWA
1853
KCS Wealth Advisory
California
$236K
BWM
1854
BT Wealth Management
Georgia
$236K
LAM
1855
L2 Asset Management
Massachusetts
$235K +$6.03K +33 +3%
PB
1856
Pinnacle Bancorp
Nebraska
$234K -$2.73K -15 -1%
VC
1857
Vestor Capital
Illinois
$233K
AIA
1858
Alera Investment Advisors
Illinois
$233K +$11.9K +65 +5%
SL
1859
Salomon & Ludwin
Virginia
$233K +$34.7K +190 +18%
GAB
1860
German American Bancorp
Indiana
$231K -$12K -66 -5%
KFI
1861
Key Financial Inc
Pennsylvania
$230K
MAM
1862
MMA Asset Management
Pennsylvania
$230K
DAM
1863
Derbend Asset Management
Georgia
$229K -$19.3K -106 -8%
HHGA
1864
Halbert Hargrove Global Advisors
California
$229K +$4.37K +24 +2%
W
1865
Wealthquest
Ohio
$228K
SEP
1866
Southland Equity Partners
Missouri
$228K +$5.11K +28 +2%
ACP
1867
Aveo Capital Partners
Colorado
$227K -$8.23K -45 -3%
SB
1868
Sunflower Bank
Texas
$226K -$473K -2,595 -68%
OBWG
1869
Onyx Bridge Wealth Group
New York
$226K -$116K -616 -34%
BHBT
1870
Burke & Herbert Bank & Trust
Virginia
$226K -$16.2K -89 -7%
MWP
1871
Madison Wealth Partners
Wisconsin
$226K +$1.46K +8 +0.7%
HFP
1872
Holistic Financial Partners
Indiana
$225K -$53.3K -292 -19%
MA
1873
Mezzasalma Advisors
New Jersey
$225K +$12.4K +68 +6%
FWA
1874
FSM Wealth Advisors
Ohio
$225K +$225K +1,145 New
HFW
1875
Horizon Family Wealth
Illinois
$224K -$6.58K -36 -3%