UPS icon

United Parcel Service

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
926
Carroll Financial Associates
North Carolina
$389K +$17.9K +185 +5%
FB
927
Fulton Bank
Pennsylvania
$385K +$7.08K +73 +2%
SRC
928
Shufro Rose & Co
New York
$380K
MSU
929
Maple Securities USA
New Jersey
$379K +$379K +3,908 New
PIA
930
Peachtree Investment Advisors
Georgia
$378K +$75K +773 +25%
P
931
Pitcairn
Pennsylvania
$374K -$23.2K -240 -6%
PWAP
932
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$371K +$9.69K +100 +3%
SYBT
933
Stock Yards Bank & Trust
Kentucky
$362K +$7.66K +79 +2%
TAM
934
Taylor Asset Management
Ontario, Canada
$358K
MHS
935
M Holdings Securities
Oregon
$349K -$343K -3,536 -50%
SBWM
936
Sunflower Bank Wealth Management
Arizona
$349K -$7.17K -74 -2%
1IA
937
1834 Investment Advisors
Wisconsin
$347K
LOT
938
Lombard Odier Transatlantic
Quebec, Canada
$340K -$1.95M -20,025 -85%
SC
939
Savant Capital
Illinois
$340K -$27.1K -279 -7%
NFG
940
Next Financial Group
Texas
$340K -$5.13K -53 -1%
WA
941
Wealth Architects
California
$339K -$568K -5,861 -63%
TFF
942
Timothy F. Fidgeon
$339K
BOIA
943
Bush ODonnell Investment Advisors
Missouri
$339K
HCM
944
Harvey Capital Management
Florida
$339K
BRWA
945
B. Riley Wealth Advisors
Florida
$336K -$91.7K -946 -21%
SHA
946
Smith Hayes Advisers
Nebraska
$334K -$50.1K -517 -13%
WSCM
947
Wellington Shields Capital Management
New York
$334K -$15.8K -163 -5%
SS
948
Sunbelt Securities
Texas
$333K -$3.69K -38 -1%
BC
949
Banced Corp
Illinois
$332K -$51.7K -533 -13%
HCM
950
Highlander Capital Management
New Jersey
$332K