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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 %
LFG
1976
Larson Financial Group
Missouri
$93K +$4.19K +23 +5%
CCM
1977
Chilton Capital Management
Texas
$93K +$93K +510 New
PMFA
1978
Plante Moran Financial Advisors
Michigan
$92K -$4.56K -25 -5%
TC
1979
Tacita Capital
Ontario, Canada
$92K
AP
1980
Arlington Partners
Alabama
$92K +$34.4K +189 +60%
JPLA
1981
Joseph P. Lucia & Associates
New York
$91K -$18.2K -100 -17%
BCM
1982
Blume Capital Management
California
$91K -$4.56K -25 -5%
NF
1983
Norwood Financial
Pennsylvania
$91K
CA
1984
Crewe Advisors
Utah
$88K +$61.9K +339 +237%
TSWM
1985
Tyler-Stone Wealth Management
Ohio
$87K
1IA
1986
1834 Investment Advisors
Wisconsin
$87K +$41.3K +226 +90%
BWM
1987
BerganKDV Wealth Management
Minnesota
$86K -$5.48K -30 -6%
CWM
1988
Castle Wealth Management
Florida
$84K +$84K +461 New
FPFS
1989
First Personal Financial Services
North Carolina
$82K
HFS
1990
HBC Financial Services
Washington
$82K +$184 +1 +0.2%
BHWM
1991
Beaird Harris Wealth Management
Texas
$81K
CCA
1992
Column Capital Advisors
Indiana
$79K -$19.3K -105 -20%
RTC
1993
Riverview Trust Company
Washington
$77K -$8.6K -47 -10%
SC
1994
Schubert & Co
Texas
$75K +$11.6K +63 +18%
FC
1995
Family CFO
California
$73K
AA
1996
Addison Advisors
Vermont
$73K -$21.1K -116 -22%
FA
1997
Financial Advantage
Maryland
$73K
TFGT
1998
TS Financial Group (TSFG)
Illinois
$72K -$3.64K -20 -5%
CLOS
1999
Compagnie Lombard Odier SCmA
Switzerland
$71K
MIM
2000
Macroview Investment Management
Maryland
$70K