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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 %
BWM
901
Biltmore Wealth Management
Arizona
$691K -$10.1K -94 -1%
ZIC
902
ZWJ Investment Counsel
Georgia
$691K +$17.1K +159 +3%
FBT
903
First Bankers Trust
Kentucky
$691K +$29.5K +275 +4%
TCM
904
Traynor Capital Management
Pennsylvania
$689K +$20.1K +188 +3%
KB
905
Kimelman & Baird
New York
$687K
WI
906
WrapManager Inc
California
$687K +$3.11K +29 +0.5%
YWP
907
YorkBridge Wealth Partners
New York
$685K +$63.5K +594 +10%
PAM
908
Premier Asset Management
Illinois
$681K
PWM
909
Perigon Wealth Management
California
$677K +$7.19K +67 +1%
NIMI
910
Natixis Investment Managers International
France
$669K -$391K -3,645 -37%
BFA
911
Bragg Financial Advisors
North Carolina
$657K +$519K +24,355 +375%
HFS
912
Haverford Financial Services
Pennsylvania
$648K -$16.5K -154 -2%
BFM
913
Boston Financial Management
Massachusetts
$637K -$17.1K -159 -3%
BIC
914
Bridges Investment Counsel
Nebraska
$630K -$230K -2,145 -27%
MCM
915
Monarch Capital Management
Indiana
$626K -$5.15K -48 -0.8%
ISL
916
Ingalls & Snyder LLC
New York
$626K
BL
917
Balentine LLC
Georgia
$626K +$203K +1,890 +48%
BO
918
Bank OZK
Arkansas
$625K +$95.1K +886 +18%
WTB
919
Washington Trust Bank
Washington
$614K +$339K +3,160 +123%
RCAMU
920
Rothschild & Co Asset Management US
Connecticut
$605K -$44.7K -416 -7%
DWM
921
Doyle Wealth Management
Florida
$598K +$598K +5,569 New
TBNY
922
Trustco Bank (New York)
New York
$591K -$12.4K -116 -2%
CBU
923
CIBC Bank USA
Illinois
$590K -$74.1K -691 -11%
GLRA
924
Gerald L. Ray & Associates
Texas
$587K -$4.83K -45 -0.8%
GC
925
Guardian Capital
Ontario, Canada
$585K -$80.5K -750 -12%