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United Parcel Service

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
CHJWM
851
Carlton Hofferkamp & Jenks Wealth Management
Texas
$890K +$50K +466 +6%
DPIM
852
Duff & Phelps Investment Management
Illinois
$887K -$37.6K -350 -4%
ST
853
Smithfield Trust
Pennsylvania
$881K -$6.44K -60 -0.7%
MFWM
854
Motley Fool Wealth Management
Virginia
$877K +$201K +1,869 +30%
LOAME
855
Lombard Odier Asset Management (Europe)
United Kingdom
$876K -$203K -1,895 -19%
GIA
856
GHP Investment Advisors
Colorado
$872K +$73.1K +682 +9%
GWCM
857
Godshalk Welsh Capital Management
Pennsylvania
$869K
FUBT
858
First United Bank & Trust
Maryland
$868K +$47.2K +440 +6%
PFO
859
Pathstone Family Office
New Jersey
$863K -$60.1K -560 -7%
VIMU
860
Veritas Investment Management (UK)
United Kingdom
$861K -$179K -1,670 -17%
CCA
861
Checchi Capital Advisers
California
$852K +$53.7K +501 +7%
LNC
862
Lincoln National Corp
Pennsylvania
$851K -$2.22M -20,675 -72%
MLIC
863
Mandatum Life Insurance Company
Finland
$841K -$118K -1,101 -12%
FNB
864
Farmers National Bank
Kentucky
$840K
SAM
865
Sawgrass Asset Management
Florida
$827K +$827K +7,705 New
EM
866
Excalibur Management
Massachusetts
$826K +$416K +3,873 +101%
GXMC
867
Global X Management Company
New York
$822K +$126K +1,178 +18%
Assenagon Asset Management
868
Assenagon Asset Management
Luxembourg
$821K -$197K -1,837 -19%
HPC
869
HM Payson & Co
Maine
$812K +$316K +2,943 +64%
LCM
870
Landscape Capital Management
New Jersey
$812K +$812K +7,567 New
FFC
871
First Financial Corp
Indiana
$809K -$107K -996 -12%
NC
872
NewSquare Capital
Pennsylvania
$809K
MWM
873
Mission Wealth Management
California
$802K
LTI
874
Laffer Tengler Investments
Tennessee
$794K -$163K -1,523 -17%
NPC
875
National Planning Corporation
California
$793K -$1.71K -16 -0.2%