UPS icon

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 %
BPFA
1876
Barnes Pettey Financial Advisors
Mississippi
$259K +$259K +1,209 New
EA
1877
Elm Advisors
California
$257K
BFS
1878
Bickling Financial Services
Massachusetts
$257K +$9.01K +42 +4%
KP
1879
Keel Point
Alabama
$256K +$8.78K +41 +4%
WA
1880
Wealth Architects
California
$255K -$15.2K -71 -6%
KFI
1881
Key Financial Inc
Pennsylvania
$255K -$8.34K -39 -3%
AIM
1882
Avity Investment Management
Connecticut
$253K -$63.3K -295 -20%
IF
1883
Intrua Financial
Texas
$253K -$26.8K -125 -10%
BFC
1884
Bedel Financial Consulting
Indiana
$253K -$5.14K -24 -2%
TA
1885
Tiedemann Advisors
New York
$253K
AWM
1886
Act Wealth Management
Texas
$253K
CRC
1887
Curi RMB Capital
Illinois
$252K -$10.7K -50 -4%
HI
1888
Hudock Inc
Pennsylvania
$250K -$44.1K -206 -15%
AP
1889
Appleton Partners
Massachusetts
$250K
MA
1890
Mezzasalma Advisors
New Jersey
$250K
BCMO
1891
Buckingham Capital Management (Ohio)
Ohio
$249K -$78.9K -368 -24%
EIP
1892
Ellis Investment Partners
Pennsylvania
$249K +$856 +4 +0.3%
EM
1893
ELCO Management
New York
$248K -$1.29K -6 -0.5%
AIM
1894
AMI Investment Management
Indiana
$248K
BFO
1895
Biltmore Family Office
North Carolina
$248K +$248K +1,156 New
SF
1896
Symphony Financial
Texas
$248K +$248K +1,161 New
MMPW
1897
Mitchell McLeod Pugh & Williams
Alabama
$247K
CCA
1898
Column Capital Advisors
Indiana
$247K +$160K +748 +185%
CWP
1899
CFM Wealth Partners
Texas
$246K
CAL
1900
Capital Advisors Ltd
Ohio
$246K +$1.5K +7 +0.6%