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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 %
IAS
2051
IMA Advisory Services
Colorado
$26K
CJL
2052
Cyrus J. Lawrence
New York
$26K
CMP
2053
Coston McIsaac & Partners
Maine
$26K +$26K +142 New
KFS
2054
Kelly Financial Services
Massachusetts
$25.5K +$182 +1 +0.7%
JMF
2055
Johnson Midwest Financial
Iowa
$24K -$1.28K -7 -5%
DFC
2056
DB Fitzpatrick & Co
Idaho
$24K
RF
2057
Robbins Farley
New Hampshire
$23K
RIM
2058
Rockbridge Investment Management
New York
$22.6K -$14.6K -80 -39%
OPW
2059
Oxler Private Wealth
New York
$22.6K +$22.6K +123 New
FCT
2060
First Community Trust
Iowa
$22K
PCFFS
2061
Pacific Center for Financial Services
California
$22K +$733 +4 +3%
CM
2062
Cornerstone Management
Georgia
$21.2K
AI
2063
AdvisorShares Investments
Maryland
$21K +$21K +115 New
OLVIG
2064
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$926 +5 +5%
WAM
2065
Worth Asset Management
Texas
$19K -$9.41K -50 -33%
AWM
2066
AllSquare Wealth Management
New York
$19K
M1FG
2067
Mach-1 Financial Group
Arkansas
$19K +$19K +105 New
PA
2068
PSI Advisors
Florida
$18K -$16.9K -90 -48%
IRAG
2069
Investment Research & Advisory Group
Georgia
$18K
HFS
2070
Heritage Financial Services
Massachusetts
$18K +$18K +100 New
WWP
2071
WR Wealth Planners
Missouri
$17K
HF
2072
Halpern Financial
Virginia
$16.2K +$16.2K +89 New
LWP
2073
Laurel Wealth Planning
Minnesota
$16K
EA
2074
Evolution Advisers
Virginia
$16K
GKIM
2075
GW&K Investment Management
Massachusetts
$16K +$5.51K +31 +53%