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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 %
HWA
2276
Heartwood Wealth Advisors
Virginia
-$213K -994 Closed
PWM
2277
PRW Wealth Management
Massachusetts
-$211K -983 Closed
AA
2278
Advisory Alpha
Michigan
-$210K -981 Closed
PGWM
2279
Parisi Gray Wealth Management
New Jersey
-$210K -979 Closed
WA
2280
Wealth Architects
California
-$210K -977 Closed
RBFC
2281
Roman Butler Fullerton & Co
Missouri
-$209K -976 Closed
HVIA
2282
Hudson Valley Investment Advisors
New York
-$209K -975 Closed
HWA
2283
HCR Wealth Advisors
California
-$209K -974 Closed
RPG
2284
Resource Planning Group
Georgia
-$209K -973 Closed
CAM
2285
Concorde Asset Management
Michigan
-$208K -970 Closed
IWP
2286
Insight Wealth Partners
Texas
-$208K -970 Closed
CWM
2287
Calamos Wealth Management
Illinois
-$207K -963 Closed
WAM
2288
WNY Asset Management
New York
-$205K -955 Closed
PA
2289
Parkside Advisors
California
-$203K -946 Closed
JCM
2290
Janney Capital Management
Pennsylvania
-$202K -940 Closed
WG
2291
Welch Group
Alabama
-$200K -934 Closed
CG
2292
Cutler Group
California
-$192K -896 Closed
PAG
2293
Paladin Advisory Group
Iowa
-$146K -709 Closed
FFWM
2294
Future Financial Wealth Management
Ohio
-$150K -700 Closed
ACM
2295
Aquatic Capital Management
Illinois
-$107K -500 Closed
GAM
2296
Gemmer Asset Management
California
-$106K -496 Closed
TFO
2297
Tarbox Family Office
California
-$75K -350 Closed
OIS
2298
Okabena Investment Services
Minnesota
-$45K -212 Closed
MAM
2299
McCarthy Asset Management
California
-$45K -210 Closed
KLWA
2300
Kelly Lawrence W & Associates
California
-$35K -165 Closed