UPS icon

United Parcel Service

2,231 hedge funds and large institutions have $110B invested in United Parcel Service in 2022 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 999 increasing their positions, 792 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+9
Holders Change %
+0.41%
% of All Funds
35.31%
Holding in Top 10
99
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.79%
% of All Funds
1.57%
New
158
Increased
999
Reduced
792
Closed
120
Calls
$2.48B
Puts
$2.27B
Net Calls
+$207M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1876
Spreng Capital Management
Ohio
$277K -$32K -149 -10%
ACP
1877
Aveo Capital Partners
Colorado
$276K +$15.5K +72 +6%
PCI
1878
Planning Center Inc
Illinois
$275K -$7.51K -35 -3%
KWS
1879
Keystone Wealth Services
California
$274K +$1.07K +5 +0.4%
VC
1880
Vestor Capital
Illinois
$273K -$10.7K -50 -4%
OWA
1881
Opal Wealth Advisors
New York
$272K -$63.3K -295 -19%
SMH
1882
Sanders Morris Harris
Texas
$272K
ET
1883
Equitable Trust
Tennessee
$272K +$272K +1,269 New
TA
1884
Tiedemann Advisors
New York
$271K +$17.6K +82 +7%
HFW
1885
Horizon Family Wealth
Illinois
$271K +$271K +1,262 New
DFG
1886
Demars Financial Group
Washington
$270K -$21.6K -101 -7%
LAM
1887
L2 Asset Management
Massachusetts
$269K +$43.3K +202 +19%
WCM
1888
Wedge Capital Management
North Carolina
$269K +$269K +1,256 New
CMI
1889
Clare Market Investments
Texas
$268K +$32.2K +150 +14%
AWA
1890
AmeriServ Wealth Advisors
Pennsylvania
$268K
W
1891
Wealthquest
Ohio
$268K
BLC
1892
Brown, Lisle/Cummings
Rhode Island
$267K
NFG
1893
Nadler Financial Group
Illinois
$267K -$8.99K -42 -3%
TC
1894
Trust Company
Kansas
$266K
KFI
1895
Key Financial Inc
Pennsylvania
$266K +$10.7K +50 +4%
TIA
1896
Traphagen Investment Advisors
New Jersey
$266K -$18.2K -85 -6%
GSWM
1897
Golden State Wealth Management
California
$264K -$435K -2,033 -62%
MWP
1898
Madison Wealth Partners
Wisconsin
$264K
HHGA
1899
Halbert Hargrove Global Advisors
California
$264K +$24K +112 +10%
RWA
1900
Redmont Wealth Advisors
Illinois
$263K