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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 %
TNB
1001
Thomasville National Bank
Georgia
$409K +$409K +3,819 New
AIM
1002
Arcadia Investment Management
Michigan
$405K +$98.8K +920 +32%
VIA
1003
Vantage Investment Advisors
Pennsylvania
$402K +$326K +3,032 +426%
1IA
1004
1834 Investment Advisors
Wisconsin
$397K
RBC
1005
Roble Belko & Company
Pennsylvania
$391K -$3.75K -35 -1%
KWM
1006
Kingsview Wealth Management
Oregon
$390K +$390K +3,635 New
SC
1007
Savant Capital
Illinois
$389K +$107 +1 +0%
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$389K +$151K +1,412 +64%
VCM
1009
Versant Capital Management
Arizona
$388K -$2.25K -21 -0.6%
NAMA
1010
Nikko Asset Management Americas
New York
$386K
PAM
1011
PT Asset Management
Illinois
$386K
PCMM
1012
Private Capital Management (Minnesota)
Minnesota
$386K +$42.9K +400 +13%
SI
1013
SII Investments
Wisconsin
$384K -$15.7K -146 -4%
BTIS
1014
BB&T Investment Services
North Carolina
$378K +$187K +1,743 +97%
AFP
1015
Ausdal Financial Partners
Iowa
$377K +$18.4K +171 +5%
SAA
1016
Southeast Asset Advisors
Georgia
$376K
WA
1017
WFG Advisors
Texas
$376K +$102K +953 +37%
BWL
1018
Bogart Wealth LLC
Virginia
$372K +$59K +550 +19%
TBA
1019
Tower Bridge Advisors
Pennsylvania
$372K
PIM
1020
Profit Investment Management
Maryland
$371K -$107K -1,000 -22%
SRC
1021
Shufro Rose & Co
New York
$371K -$7.08K -66 -2%
BWM
1022
Baystate Wealth Management
Massachusetts
$369K -$7.09K -68 -2%
OC
1023
Oakworth Capital
Alabama
$369K -$5.36K -50 -1%
BCI
1024
Brinker Capital Investments
Pennsylvania
$367K +$54.4K +507 +17%
RAM
1025
Redmond Asset Management
Virginia
$366K +$3.43K +32 +0.9%