UPS icon

United Parcel Service

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M
Name Holding Trade Value Shares
Change
Shares
Change %
Schroder Investment Management Group
426
Schroder Investment Management Group
United Kingdom
$5.73M -$57.1M -539,780 -91%
PA
427
Pinnacle Associates
New York
$5.71M +$90.8K +861 +2%
Cambridge Investment Research Advisors
428
Cambridge Investment Research Advisors
Iowa
$5.68M +$466K +4,421 +9%
GIP
429
Greatmark Investment Partners
Georgia
$5.65M -$177K -1,682 -3%
KCM
430
Kornitzer Capital Management
Kansas
$5.63M -$254K -2,410 -4%
PFM
431
Parsec Financial Management
North Carolina
$5.63M -$58.5K -555 -1%
SWM
432
SVA Wealth Management
Wisconsin
$5.61M +$1.27M +12,011 +29%
Arrowstreet Capital
433
Arrowstreet Capital
Massachusetts
$5.57M +$5.24M +49,724 +1,604%
SMDAM
434
Sumitomo Mitsui DS Asset Management
Japan
$5.55M +$185K +1,757 +3%
TH
435
TCTC Holdings
Texas
$5.5M +$79.1K +750 +1%
MCM
436
MAI Capital Management
Ohio
$5.49M +$78.3K +742 +1%
FIM
437
Foresters Investment Management
New York
$5.48M
COPPSERS
438
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.4M +$605K +5,734 +13%
PDN
439
Pensionfund DSM Netherlands
Netherlands
$5.37M
RBA
440
Richard Bernstein Advisors
New York
$5.35M +$844K +8,004 +19%
SAM
441
Silvercrest Asset Management
New York
$5.3M -$3.13M -29,644 -37%
SIM
442
Sentry Investment Management
Wisconsin
$5.28M -$103K -980 -2%
EWA
443
EP Wealth Advisors
California
$5.28M +$45.3K +430 +0.9%
LPC
444
Loeb Partners Corp
New York
$5.24M -$10.5K -100 -0.2%
ECM
445
Evergreen Capital Management
Washington
$5.2M -$59.1K -560 -1%
BCP
446
Blue Chip Partners
Michigan
$5.19M +$210K +1,989 +4%
GIA
447
Granite Investment Advisors
New Hampshire
$5.19M -$645K -6,120 -11%
EFIC
448
Eliot Finkel Investment Counsel
California
$5.11M +$884K +8,385 +21%
UBWV
449
United Bank (West Virginia)
West Virginia
$5.08M -$389K -3,691 -7%
CCA
450
Catalyst Capital Advisors
New York
$5.04M +$5.04M +47,750 New