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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 %
EIM
1926
Essex Investment Management
Massachusetts
$182K -$18.6K -102 -9%
IFAM
1927
Institutional & Family Asset Management
Colorado
$182K +$84K +459 +86%
GFPC
1928
Global Financial Private Client
Florida
$181K +$90.8K +491 +100%
MG
1929
MilWealth Group
Wisconsin
$181K -$7.67K -42 -4%
PH
1930
Pinnacle Holdings
Oklahoma
$180K +$180K +986 New
TIM
1931
Tevis Investment Management
Texas
$174K +$33.7K +183 +24%
AWM
1932
Atticus Wealth Management
Florida
$172K +$547 +3 +0.3%
Bank of Montreal
1933
Bank of Montreal
Ontario, Canada
$169K +$40.6K +186,916 +31%
CWM
1934
Curi Wealth Management
North Carolina
$166K +$143K +782 +621%
PCG
1935
Private Capital Group
Connecticut
$161K -$89.5K -490 -36%
SIMG
1936
Stephens Investment Management Group
Texas
$159K
BA
1937
Bellwether Advisors
Nebraska
$155K -$4.38K -24 -3%
SIC
1938
Salem Investment Counselors
North Carolina
$155K +$12.4K +68 +9%
WB
1939
Webster Bank
Connecticut
$153K
MCM
1940
MV Capital Management
Maryland
$152K -$6.01K -33 -4%
LF
1941
Lee Financial
Texas
$150K -$16.2K -89 -10%
CB
1942
CNB Bank
Pennsylvania
$150K -$9.09K -50 -6%
LSV Asset Management
1943
LSV Asset Management
Illinois
$146K
CWM
1944
CarsonAllaria Wealth Management
Illinois
$146K +$916 +5 +0.6%
SIS
1945
Sound Income Strategies
Florida
$146K +$5.84K +32 +4%
TAM
1946
Tucker Asset Management
Colorado
$144K +$2.19K +12 +2%
TFA
1947
Toth Financial Advisory
Virginia
$138K +$6.4K +35 +5%
JWM
1948
Janiczek Wealth Management
Colorado
$137K +$99.8K +513 +269%
AIP
1949
Ahrens Investment Partners
Louisiana
$133K -$28.3K -155 -18%
EI
1950
Ellevest Inc
New York
$129K -$8.95K -49 -6%