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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 %
SFSIG
951
San Francisco Sentry Investment Group
California
$460K +$90.2K +857 +24%
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$455K -$637K -6,040 -58%
TPWA
953
TRUE Private Wealth Advisors
Oregon
$452K
HK
954
Horizon Kinetics
New York
$447K +$23.3K +221 +6%
WAM
955
Weatherly Asset Management
California
$445K +$10.5K +100 +2%
AA
956
ALPS Advisors
Colorado
$444K -$70.4K -667 -14%
FWCM
957
Ferguson Wellman Capital Management
Oregon
$443K -$91.7K -870 -17%
SI
958
SII Investments
Wisconsin
$442K +$77K +722 +21%
RWA
959
Ropes Wealth Advisors
Massachusetts
$437K +$45.1K +428 +12%
LCM
960
Logan Capital Management
Pennsylvania
$424K +$424K +4,015 New
NJBEST
961
New Jersey Better Educational Savings Trust
New Jersey
$422K
SIG
962
Schooner Investment Group
Pennsylvania
$420K
EM
963
Excalibur Management
Massachusetts
$419K +$16.9K +160 +4%
SHA
964
Smith Hayes Advisers
Nebraska
$416K +$62.9K +596 +18%
PSC
965
Prentiss Smith & Co
Vermont
$413K -$8.03M -76,089 -95%
ACM
966
Argentus Capital Management
Texas
$410K +$91K +863 +29%
RBC
967
Roble Belko & Company
Pennsylvania
$409K -$4.12K -39 -1%
VCM
968
Versant Capital Management
Arizona
$409K -$1.58K -15 -0.4%
PI
969
Pettee Investors
Connecticut
$409K
WI
970
WrapManager Inc
California
$407K +$48.9K +464 +14%
BWM
971
Baystate Wealth Management
Massachusetts
$406K +$406K +3,850 New
MGIA
972
Moneta Group Investment Advisors
Missouri
$406K +$406K +3,850 New
LAM
973
Lebenthal Asset Management
New York
$405K +$405K +3,843 New
CHJWM
974
Carlton Hofferkamp & Jenks Wealth Management
Texas
$402K +$402K +3,816 New
SLG
975
Stanley-Laman Group
Pennsylvania
$400K -$21.1K -200 -5%