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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 %
B
901
Bailard
California
$588K +$588K +5,573 New
IC
902
Investment Counsel
Michigan
$586K -$143K -1,358 -20%
NERM
903
New England Research & Management
Illinois
$585K -$84.3K -800 -13%
BO
904
Bank OZK
Arkansas
$582K +$63.3K +600 +12%
CTA
905
Colonial Trust Advisors
South Carolina
$577K -$6.44K -61 -1%
TCM
906
Traynor Capital Management
Pennsylvania
$576K -$1.16K -11 -0.2%
BWAM
907
Boyd Watterson Asset Management
Ohio
$569K -$1.9K -18 -0.3%
BC
908
Brinker Capital
Pennsylvania
$564K +$131K +1,246 +30%
Capstone Investment Advisors
909
Capstone Investment Advisors
New York
$558K +$558K +5,300 New
HDE
910
Hutner Daniel Ellsworth
$552K +$87K +825 +19%
LGC
911
Laurel Grove Capital
California
$549K -$36.9K -350 -6%
ISL
912
Ingalls & Snyder LLC
New York
$548K -$527 -5 -0.1%
AW
913
ACG Wealth
Georgia
$545K -$20.5K -194 -4%
GP
914
Girard Partners
Pennsylvania
$542K +$39.7K +376 +8%
NFG
915
Next Financial Group
Texas
$539K +$52K +494 +11%
AAM
916
AR Asset Management
California
$538K
EFS
917
Essex Financial Services
Connecticut
$536K +$42.7K +405 +9%
HWA
918
Heritage Wealth Advisors
Virginia
$535K +$122K +1,156 +30%
KKAMG
919
Kernodle & Katon Asset Management Group
Arkansas
$535K +$511K +4,847 +2,154%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$533K +$29K +275 +6%
FP
921
FDO Partners
Massachusetts
$530K -$381K -3,613 -42%
VWM
922
Venturi Wealth Management
Texas
$527K
DCM
923
Dynamic Capital Management
Jersey
$527K +$527K +5,000 New
KCM
924
Kanawha Capital Management
Virginia
$526K +$526K +4,985 New
LOAMS
925
Lombard Odier Asset Management (Switzerland)
Switzerland
$525K