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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 %
HWA
1976
HCR Wealth Advisors
California
$213K +$213K +994 New
FPIS
1977
Financial Planning & Information Services
Wisconsin
$213K +$213K +996 New
CCM
1978
Crew Capital Management
Ohio
$212K +$212K +990 New
Credit Agricole
1979
Credit Agricole
France
$211K -$1.23M -5,740 -85%
PWM
1980
PRW Wealth Management
Massachusetts
$211K +$211K +983 New
CCFCSB
1981
Cape Cod Five Cents Savings Bank
Massachusetts
$211K +$211K +988 New
PGWM
1982
Parisi Gray Wealth Management
New Jersey
$210K +$210K +979 New
SL
1983
Salomon & Ludwin
Virginia
$210K +$210K +980 New
GCC
1984
Game Creek Capital
Massachusetts
$209K -$461K -2,150 -69%
BS
1985
Banco Santander
Spain
$209K -$308K -1,436 -60%
SW
1986
SteelPeak Wealth
California
$209K -$32.1K -150 -13%
EBA
1987
Eagle Bay Advisors
New York
$209K +$22.3K +104 +12%
PO
1988
Private Ocean
California
$209K +$62K +290 +42%
RPG
1989
Resource Planning Group
Georgia
$208K -$42K -196 -17%
CAM
1990
Concorde Asset Management
Michigan
$208K +$208K +970 New
TP
1991
Tranquility Partners
Tennessee
$207K +$207K +966 New
BCA
1992
Bay Colony Advisors
Massachusetts
$205K +$205K +954 New
WMA
1993
West Michigan Advisors
Michigan
$205K +$205K +958 New
BWM
1994
BlackDiamond Wealth Management
New York
$204K +$204K +952 New
PA
1995
Parkside Advisors
California
$203K +$203K +946 New
FNFDCM
1996
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$202K +$202K +943 New
MA
1997
MONECO Advisors
Connecticut
$201K +$201K +881 New
BFA
1998
Beacon Financial Advisory
Ohio
$201K +$201K +936 New
MMG
1999
Monetary Management Group
Missouri
$200K -$161K -750 -45%
EI
2000
Ellevest Inc
New York
$197K +$12.6K +59 +7%