UPS icon

United Parcel Service

1,073 hedge funds and large institutions have $48.5B invested in United Parcel Service in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 395 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
31.01%
Holding in Top 10
46
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-23.33%
% of All Funds
1.33%
New
94
Increased
436
Reduced
395
Closed
60
Calls
$3.09B
Puts
$634M
Net Calls
+$2.46B
Net Calls Change
-$704M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
876
Strategy Asset Managers
California
$348K +$48.7K +500 +16%
SHA
877
Smith Hayes Advisers
Nebraska
$345K +$97 +1 +0%
BOIA
878
Bush ODonnell Investment Advisors
Missouri
$341K
SCM
879
Schnieders Capital Management
California
$335K +$105K +1,075 +45%
LIM
880
Lathrop Investment Management
Arkansas
$334K +$334K +3,433 New
MHC
881
Meyer Handelman Company
New York
$331K
SI
882
SII Investments
Wisconsin
$330K -$2.91K -31 -0.9%
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$321K +$32.1K +330 +11%
CCM
884
Crossvault Capital Management
Texas
$321K
WIC
885
Whitegate Investment Counselors
New Hampshire
$320K +$320K +3,032 New
HWA
886
Heritage Wealth Advisors
Virginia
$319K
LCM
887
LVM Capital Management
Michigan
$316K
IFB
888
iAB Financial Bank
Indiana
$316K +$9.72K +100 +3%
IPRC
889
Indices-Pac Research Corporation
New Jersey
$314K -$129K -1,329 -29%
BFS
890
Bradley Foster & Sargent
Connecticut
$314K -$2.73K -28 -0.9%
B
891
Bailard
California
$314K +$2.34K +24 +0.8%
WRM
892
Weybosset Research & Management
Rhode Island
$312K -$29.3K -300 -9%
VCP
893
Vista Capital Partners
Oregon
$311K
WIC
894
Wood Investment Counsel
Colorado
$309K
VF
895
Virtu Financial
New York
$309K +$309K +3,175 New
BMO
896
Beck Mack & Oliver
New York
$308K -$34.1K -350 -10%
TNB
897
Thomasville National Bank
Georgia
$308K +$68.8K +705 +29%
CAG
898
Crestwood Advisors Group
Massachusetts
$305K -$83.6K -858 -22%
ZF
899
Zhang Financial
Michigan
$305K
RGC
900
Roberts, Glore & Co
Illinois
$304K