UPS icon

United Parcel Service

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1976
BerganKDV Wealth Management
Minnesota
$76K
TSWM
1977
Tyler-Stone Wealth Management
Ohio
$75K -$1.78K -11 -2%
CWM
1978
Castle Wealth Management
Florida
$74K
BHWM
1979
Beaird Harris Wealth Management
Texas
$72K
HFS
1980
HBC Financial Services
Washington
$72K
TFGT
1981
TS Financial Group (TSFG)
Illinois
$72K +$7.78K +48 +12%
EIM
1982
Essex Investment Management
Massachusetts
$71K -$90.6K -560 -56%
CCA
1983
Column Capital Advisors
Indiana
$70K +$162 +1 +0.2%
FC
1984
Family CFO
California
$64.6K
FPFS
1985
First Personal Financial Services
North Carolina
$64K -$8.89K -55 -12%
FA
1986
Financial Advantage
Maryland
$64K
SC
1987
Schubert & Co
Texas
$63K -$3.24K -20 -5%
MIM
1988
Macroview Investment Management
Maryland
$62K
RA
1989
Rise Advisors
New York
$62K +$5.19K +32 +9%
CWC
1990
Carolinas Wealth Consulting
North Carolina
$61K -$28.1K -175 -32%
OA
1991
Operose Advisors
Wisconsin
$59K +$7.88K +49 +15%
BCM
1992
Blume Capital Management
California
$58K -$22.4K -139 -28%
LS
1993
Leelyn Smith
Illinois
$58K
EARNEST Partners
1994
EARNEST Partners
Georgia
$55K
PMFA
1995
Plante Moran Financial Advisors
Michigan
$51K -$31.1K -191 -38%
MBFW
1996
Morton Brown Family Wealth
Pennsylvania
$50K -$4.49K -28 -8%
CNBTD
1997
Citizens National Bank Trust Department
Mississippi
$48K
CPA
1998
Cowen Prime Advisors
New York
$48K
FP
1999
Financial Perspectives
Minnesota
$47.3K
GA
2000
GoalVest Advisory
New York
$46K -$634K -3,914 -93%