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United Parcel Service

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M
Name Holding Trade Value Shares
Change
Shares
Change %
HL
401
HeadInvest LLC
Maine
$5.95M +$11.1K +114 +0.2%
JMFC
402
J.M. Forbes & Co
Massachusetts
$5.93M -$30.4K -314 -0.5%
DWT
403
Dorsey & Whitney Trust
South Dakota
$5.89M -$215K -2,223 -4%
CIM
404
Calvert Investment Management
Maryland
$5.84M +$501K +5,172 +9%
UBWV
405
United Bank (West Virginia)
West Virginia
$5.81M -$1.28M -13,249 -18%
PSC
406
Prentiss Smith & Co
Vermont
$5.8M -$72.1K -744 -1%
Berkshire Hathaway
407
Berkshire Hathaway
Nebraska
$5.76M
CA
408
CapWealth Advisors
Tennessee
$5.76M +$207K +2,138 +4%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$5.75M +$1.86M +19,146 +48%
AIM
410
Allen Investment Management
New York
$5.71M +$3.91M +40,301 +217%
EA
411
Evanston Advisors
Illinois
$5.64M +$5.64M +58,146 New
SCA
412
Salient Capital Advisors
Texas
$5.61M +$500K +5,161 +10%
LC
413
Lincoln Capital
Nebraska
$5.61M +$36.2K +373 +0.6%
RIG
414
Roosevelt Investment Group
New York
$5.52M +$5.52M +56,940 New
BFG
415
Beacon Financial Group
Texas
$5.5M -$60.6K -623 -1%
JC
416
Jacobs & Co
California
$5.48M +$571K +5,890 +12%
Luther King Capital Management (LKCM)
417
Luther King Capital Management (LKCM)
Texas
$5.46M -$835K -8,613 -13%
PFM
418
Parsec Financial Management
North Carolina
$5.45M -$59.2K -611 -1%
PWM
419
Patriot Wealth Management
Texas
$5.41M +$198K +2,041 +4%
LDB
420
Lee, Danner & Bass
Tennessee
$5.38M -$192K -1,980 -3%
VC
421
V2 Capital
Illinois
$5.38M -$1.07M -11,006 -17%
SMDAM
422
Sumitomo Mitsui DS Asset Management
Japan
$5.38M -$441K -4,551 -8%
RJT
423
Raymond James Trust
Florida
$5.38M -$105K -1,084 -2%
Brown Advisory
424
Brown Advisory
Maryland
$5.36M +$850K +8,771 +19%
GWI
425
Grace & White Inc
New York
$5.33M