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United Parcel Service

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
1001
Moneta Group Investment Advisors
Missouri
$474K +$135K +1,121 +40%
PK
1002
Pflug Koory
Nebraska
$468K
P
1003
Pitcairn
Pennsylvania
$465K -$22.5K -187 -5%
BRWA
1004
B. Riley Wealth Advisors
Florida
$464K +$30.5K +254 +7%
TNB
1005
Thomasville National Bank
Georgia
$460K +$9.37K +78 +2%
RI
1006
Ridgewood Investments
New Jersey
$457K -$6.6K -55 -1%
IC
1007
Investment Counsel
Michigan
$454K -$60K -500 -12%
SMC
1008
Smith, Moore & Co
Missouri
$452K +$31.1K +259 +7%
Lido Advisors
1009
Lido Advisors
California
$450K +$201K +1,710 +80%
EFS
1010
Essex Financial Services
Connecticut
$449K -$90.2K -750 -17%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K +$3K +25 +0.7%
BFA
1012
Beaumont Financial Advisors
Massachusetts
$445K -$11.9K -99 -3%
BWL
1013
Bogart Wealth LLC
Virginia
$445K +$821 +7 +0.2%
GCP
1014
GSA Capital Partners
United Kingdom
$445K +$445K +3,706 New
CCT
1015
Country Club Trust
Missouri
$445K +$445K +3,707 New
1IA
1016
1834 Investment Advisors
Wisconsin
$444K
CL
1017
CPWM LLC
Washington
$441K -$972K -8,086 -69%
VIA
1018
Vantage Investment Advisors
Pennsylvania
$439K
CA
1019
Corrado Advisors
New Jersey
$438K +$438K +3,647 New
HCMT
1020
Highland Capital Management (Tennessee)
Tennessee
$435K +$4.57K +38 +1%
AIA
1021
AIMZ Investment Advisors
California
$432K -$24K -200 -5%
VCM
1022
Versant Capital Management
Arizona
$427K -$6.35K -53 -1%
LA
1023
Legacy Advisors
Pennsylvania
$423K +$181K +1,510 +75%
SCM
1024
Southport Capital Management
Tennessee
$422K -$76.9K -640 -15%
KC
1025
Kingfisher Capital
North Carolina
$421K +$3.12K +26 +0.7%