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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 %
CA
1926
Continuum Advisory
Idaho
$232K +$232K +1,083 New
AWM
1927
Avior Wealth Management
Nebraska
$231K -$643K -3,008 -74%
BC
1928
Bridgefront Capital
Texas
$231K +$231K +1,079 New
1W
1929
1776 Wealth
Georgia
$231K +$231K +1,080 New
MCP
1930
Mirador Capital Partners
California
$230K +$230K +1,071 New
CCC
1931
Crescent Capital Consulting
Louisiana
$229K
FAG
1932
Fortitude Advisory Group
Washington
$229K +$229K +990 New
PWA
1933
Providence Wealth Advisors
Illinois
$229K +$229K +1,059 New
BA
1934
Ballast Advisors
Minnesota
$228K -$21.9K -102 -9%
AWM
1935
Avaii Wealth Management
Wisconsin
$228K +$228K +1,062 New
IFS
1936
Ifrah Financial Services
Arkansas
$228K +$228K +1,063 New
SIMG
1937
Sonora Investment Management Group
Arizona
$228K +$228K +1,063 New
IIM
1938
Ipswich Investment Management
Massachusetts
$228K +$228K +1,065 New
IFA
1939
Index Fund Advisors
California
$227K +$227K +1,058 New
GCA
1940
Gradient Capital Advisors
California
$227K +$227K +1,059 New
RMCM
1941
Reynders McVeigh Capital Management
Massachusetts
$226K +$226K +1,055 New
FA
1942
Fermata Advisors
California
$225K +$225K +1,046 New
SFG
1943
Sunburst Financial Group
Alabama
$225K +$225K +1,048 New
LCP
1944
Legacy Capital Partners
Wisconsin
$225K +$225K +1,050 New
LAM
1945
L2 Asset Management
Massachusetts
$225K +$225K +1,052 New
SFS
1946
Summit Financial Strategies
Ohio
$224K -$63.4K -295 -22%
MHR
1947
Matthew Hamilton Rosenberg
$224K +$31.5K +147 +16%
TC
1948
Telemus Capital
Michigan
$224K +$224K +1,044 New
CAI
1949
Capital Advisors Inc
Oklahoma
$224K +$224K +1,045 New
ACP
1950
Arcus Capital Partners
Georgia
$224K +$224K +1,046 New