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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 %
NFG
1876
Nadler Financial Group
Illinois
$224K -$3.84K -21 -2%
TC
1877
Trust Company
Kansas
$224K -$2.19K -12 -1%
RWA
1878
Redmont Wealth Advisors
Illinois
$224K
WFS
1879
Walker Financial Services
Kentucky
$224K +$1.83K +10 +0.8%
ISWM
1880
Independent Solutions Wealth Management
New York
$223K +$46.4K +254 +26%
WA
1881
Waverly Advisors
Alabama
$221K -$24.3K -133 -10%
BPFA
1882
Barnes Pettey Financial Advisors
Mississippi
$221K
KWS
1883
Keystone Wealth Services
California
$220K -$12.6K -69 -5%
WAOTB
1884
Wealth Advisors of Tampa Bay
Florida
$219K
CA
1885
Calton & Associates
Florida
$218K -$27.9K -153 -11%
BAS
1886
Brown Advisory Securities
Maryland
$218K +$9.29K +51 +4%
BFG
1887
Berger Financial Group
Minnesota
$217K -$18.8K -103 -8%
BFS
1888
Bickling Financial Services
Massachusetts
$216K -$4.39K -24 -2%
EIP
1889
Ellis Investment Partners
Pennsylvania
$215K +$1.46K +8 +0.7%
AWM
1890
Act Wealth Management
Texas
$215K +$64K +500 +42%
KC
1891
Kenfarb & Co
Kentucky
$214K
CAL
1892
Capital Advisors Ltd
Ohio
$214K +$5.3K +29 +3%
IWN
1893
Independent Wealth Network
Iowa
$213K +$3.47K +19 +2%
OWA
1894
Opal Wealth Advisors
New York
$212K -$19.4K -106 -8%
BFA
1895
Beacon Financial Advisory
Ohio
$212K +$41.3K +227 +24%
SW
1896
SteelPeak Wealth
California
$211K -$382K -2,094 -64%
HI
1897
Hudock Inc
Pennsylvania
$210K +$910 +5 +0.4%
WBC
1898
West Branch Capital
Massachusetts
$210K +$1.1K +6 +0.5%
CGA
1899
Crescent Grove Advisors
Illinois
$209K -$171K -936 -45%
HIC
1900
Holderness Investments Company
North Carolina
$209K -$11K -60 -5%