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 %
CIP
801
Convergence Investment Partners
Florida
$987K +$13.2K +125 +1%
CAM
802
CG Asset Management
New York
$981K +$179K +1,695 +22%
DPIM
803
Duff & Phelps Investment Management
Illinois
$974K -$237K -2,250 -20%
CIA
804
Capital Investment Advisors
Georgia
$971K -$54.9K -520 -5%
ST
805
Smithfield Trust
Pennsylvania
$967K +$2.11K +20 +0.2%
FIM
806
Fernwood Investment Management
Massachusetts
$963K
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$960K +$515K +4,881 +116%
CAG
808
Crestwood Advisors Group
Massachusetts
$952K -$10.5K -100 -1%
ACH
809
ArrowMark Colorado Holdings
Colorado
$949K +$211K +2,000 +29%
CIC
810
Carnegie Investment Counsel
Ohio
$933K +$10.7K +101 +1%
MC
811
Menta Capital
California
$926K +$664K +6,300 +254%
WA
812
Wealth Architects
California
$924K
EGM
813
Engineers Gate Manager
New York
$918K -$1.5M -14,178 -62%
FFWA
814
FRG Family Wealth Advisors
Washington
$914K
SAMC
815
Shinko Asset Management Company
Japan
$905K -$68.8K -653 -7%
BCM
816
Boltwood Capital Management
California
$903K +$903K +8,565 New
NGA
817
Naples Global Advisors
Florida
$900K +$51.8K +491 +6%
WAM
818
Wolverine Asset Management
Illinois
$896K +$188K +1,785 +27%
VFA
819
Voya Financial Advisors
Connecticut
$894K +$153K +1,445 +21%
BSW
820
Buckingham Strategic Wealth
Missouri
$874K +$284K +2,696 +48%
AIA
821
AIMZ Investment Advisors
California
$874K +$434K +4,295 +99%
Voloridge Investment Management
822
Voloridge Investment Management
Florida
$871K +$871K +8,263 New
MSS
823
Mitchell Sinkler & Starr
Pennsylvania
$867K -$21.1K -200 -2%
IPC
824
Independent Portfolio Consultants
Florida
$867K +$950 +9 +0.1%
D.E. Shaw & Co
825
D.E. Shaw & Co
New York
$866K -$669K -6,338 -44%