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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 %
BAM
2001
Bellevue Asset Management
Washington
$194K -$125K -580 -39%
CFO
2002
CVA Family Office
Colorado
$191K +$161K +748 +527%
BA
2003
Bellwether Advisors
Nebraska
$187K
SIMG
2004
Stephens Investment Management Group
Texas
$186K
CB
2005
CNB Bank
Pennsylvania
$182K -$4.08K -19 -2%
WB
2006
Webster Bank
Connecticut
$181K
FCFS
2007
First Command Financial Services
Texas
$177K
LF
2008
Lee Financial
Texas
$177K +$3.65K +17 +2%
RCG
2009
Rock Creek Group
District of Columbia
$174K +$28.5K +133 +20%
MCM
2010
MV Capital Management
Maryland
$173K +$9.41K +44 +6%
LSV Asset Management
2011
LSV Asset Management
Illinois
$171K
AWM
2012
Atticus Wealth Management
Florida
$169K +$86.6K +405 +105%
CAC
2013
Core Alternative Capital
Georgia
$169K +$169K +789 New
CWM
2014
CarsonAllaria Wealth Management
Illinois
$166K +$166K +774 New
JFA
2015
JNBA Financial Advisors
Minnesota
$165K +$16.1K +75 +11%
ONST
2016
Old North State Trust
North Carolina
$164K +$2.14K +10 +1%
LWA
2017
Lenox Wealth Advisors
New York
$160K -$1.93K -9 -1%
TAM
2018
Tucker Asset Management
Colorado
$156K +$13.9K +65 +10%
1IA
2019
1834 Investment Advisors
Wisconsin
$155K -$21.4K -100 -12%
ARMC
2020
American Research & Management Company
Massachusetts
$155K +$110K +513 +242%
CCM
2021
Chilton Capital Management
Texas
$154K +$154K +717 New
MTIC
2022
Missouri Trust & Investment Company
Missouri
$154K +$154K +720 New
SIS
2023
Sound Income Strategies
Florida
$153K -$15.7K -73 -9%
TFA
2024
Toth Financial Advisory
Virginia
$152K +$3.65K +17 +2%
FCB
2025
First Command Bank
Texas
$150K