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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 %
SAM
2076
Strategic Asset Management
Minnesota
$16K +$6.25K +34 +64%
ETI
2077
Enterprise Trust & Investment
California
$16K +$16K +90 New
SPWG
2078
Sage Private Wealth Group
Illinois
$15K
MIFH
2079
Migdal Insurance & Financial Holdings
Israel
$15K +$1.31K +7 +10%
AWA
2080
Arete Wealth Advisors
Illinois
$15K +$13.9K +34,298 +1,281%
HWMA
2081
Heritage Wealth Management (Arizona)
Arizona
$15K -$54.8K -300 -79%
SOW
2082
State of Wyoming
Wyoming
$14K -$149K -850 -91%
DWA
2083
Delos Wealth Advisors
Texas
$14K -$89.7K -474 -86%
MWA
2084
Moser Wealth Advisors
Washington
$14K
TIM
2085
Tortoise Investment Management
New York
$14K +$9.08K +48 +185%
SC
2086
Stephens Consulting
Michigan
$13.7K -$4.93K -27 -26%
BFPW
2087
BOK Financial Private Wealth
Colorado
$12K -$759K -3,986 -98%
MWC
2088
MBM Wealth Consultants
Missouri
$11K -$180 -1 -2%
SA
2089
SRH Advisors
Kansas
$11K
CA
2090
Centerpoint Advisors
Massachusetts
$11K
TJHA
2091
Thomas J. Herzfeld Advisors
Florida
$11K
CMA
2092
Cedar Mountain Advisors
Oregon
$10K
FBC
2093
Fairfield, Bush & Co
Connecticut
$10K +$10K +55 New
BMD
2094
Better Money Decisions
New Mexico
$10K +$10K +56 New
CAM
2095
Costello Asset Management
Pennsylvania
$9K
CWA
2096
Carolina Wealth Advisors
South Carolina
$9K
RDFA
2097
Ritter Daniher Financial Advisory
Ohio
$9K
TWP
2098
TFO Wealth Partners
Ohio
$9K +$9K +47 New
HC
2099
Hoese & Co
Minnesota
$8K
HI
2100
Hoey Investments
Pennsylvania
$8K