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United Parcel Service

1,238 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 473 increasing their positions, 498 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
33.08%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
1.44%
New
77
Increased
473
Reduced
498
Closed
48
Calls
$1.64B
Puts
$1.02B
Net Calls
+$623M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
851
Shinko Asset Management Company
Japan
$814K -$36.5K -334 -4%
UFF
852
USA Financial Formulas
Michigan
$807K +$807K +7,377 New
CAMG
853
CWA Asset Management Group
Florida
$806K +$133K +1,213 +20%
PIM
854
Progressive Investment Management
Oregon
$791K
BFA
855
Bragg Financial Advisors
North Carolina
$790K -$136K -1,240 -15%
1SB
856
1ST Source Bank
Indiana
$784K +$42.8K +391 +6%
LAM
857
Lebenthal Asset Management
New York
$783K -$111K -1,019 -12%
LSCM
858
LaSalle Street Capital Management
Illinois
$776K
CCA
859
Checchi Capital Advisers
California
$776K +$51.7K +473 +7%
RCAG
860
Rehmann Capital Advisory Group
Michigan
$770K -$84.8K -775 -10%
GIA
861
GHP Investment Advisors
Colorado
$762K +$30.2K +276 +4%
AFWA
862
Ancora Family Wealth Advisors
Ohio
$760K +$222K +2,031 +41%
FWM
863
Frontier Wealth Management
Missouri
$757K +$26.8K +245 +4%
NFG
864
Next Financial Group
Texas
$757K +$103K +945 +16%
BSW
865
Buckingham Strategic Wealth
Missouri
$756K +$4.37K +40 +0.6%
ECM
866
ETrade Capital Management
Virginia
$751K -$4.05K -37 -0.5%
FMC
867
First Merchants Corp
Indiana
$745K +$3.94K +36 +0.5%
MAM
868
Mizuho Asset Management
Japan
$740K -$257K -2,347 -26%
TTWM
869
TCV Trust & Wealth Management
Virginia
$735K +$735K +6,723 New
CBU
870
CIBC Bank USA
Illinois
$734K -$11.3K -103 -2%
WAM
871
Wealthspire Advisors (Maryland)
Maryland
$730K -$2.3K -21 -0.3%
PCP
872
Proficio Capital Partners
Massachusetts
$730K +$3.39K +31 +0.5%
SYBT
873
Stock Yards Bank & Trust
Kentucky
$729K +$9.4K +86 +1%
HCM
874
Hilton Capital Management
New York
$724K +$724K +6,620 New
HCM
875
Hutner Capital Management
Vermont
$720K +$720K +6,583 New