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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 %
GPA
1901
Garrison Point Advisors
California
$208K
CRC
1902
Curi RMB Capital
Illinois
$207K +$8.4K +46 +4%
CWM
1903
Connecticut Wealth Management
Connecticut
$207K +$207K +1,134 New
CYG
1904
Clean Yield Group
Vermont
$205K -$45.7K -250 -18%
BFC
1905
Bedel Financial Consulting
Indiana
$205K
TP
1906
Tranquility Partners
Tennessee
$205K +$2.01K +11 +1%
AIM
1907
Avity Investment Management
Connecticut
$204K -$2.74K -15 -1%
JC
1908
JB Capital
Connecticut
$204K +$182 +1 +0.1%
PCWA
1909
Pacific Capital Wealth Advisors
California
$203K
RFA
1910
Resurgent Financial Advisors
Georgia
$202K +$1.46K +8 +0.7%
PO
1911
Private Ocean
California
$202K +$23.7K +130 +13%
NCM
1912
Northside Capital Management
Oregon
$201K
ATFA
1913
All Terrain Financial Advisors
Minnesota
$201K
HZ
1914
Hixon Zuercher
Ohio
$201K
MM
1915
MQS Management
New York
$200K +$200K +1,096 New
CW
1916
Connectus Wealth
Ohio
$200K +$200K +1,096 New
CHA
1917
Carmichael Hill & Associates
Maryland
$199K -$89.3K -490 -31%
AWM
1918
Avior Wealth Management
Nebraska
$197K
HR
1919
Howe & Rusling
New York
$197K +$82.9K +453 +73%
HWA
1920
HHM Wealth Advisors
Tennessee
$196K +$12.2K +67 +7%
FFA
1921
Fairfield Financial Advisors
Massachusetts
$194K +$32.9K +180 +20%
BCMLT
1922
Beacon Capital Management LLC (Tennessee)
Tennessee
$193K
M
1923
Mirova
France
$188K -$417K -2,295 -69%
HIM
1924
Hillsdale Investment Management
Ontario, Canada
$187K +$73.6K +404 +65%
PVH
1925
Psagot Value Holdings
Israel
$186K