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United Parcel Service

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
1026
B. Riley Wealth Advisors
Florida
$302K -$2.92K -27 -1%
SWM
1027
Segment Wealth Management
Texas
$302K +$215 +2 +0.1%
VCP
1028
Vista Capital Partners
Oregon
$301K
BCI
1029
Brinker Capital Investments
Pennsylvania
$301K +$5.6K +52 +2%
SLG
1030
Stanley-Laman Group
Pennsylvania
$299K -$109K -1,015 -27%
PAS
1031
Partnervest Advisory Services
California
$296K +$35.1K +326 +13%
GVT
1032
Genesee Valley Trust
New York
$293K -$20K -186 -6%
KFP
1033
Keystone Financial Planning
Ohio
$293K +$293K +2,719 New
CNAM
1034
Campbell Newman Asset Management
Wisconsin
$291K
IAMOG
1035
Investors Asset Management of Georgia
Georgia
$291K
KLWA
1036
Kelly Lawrence W & Associates
California
$291K
DDC
1037
DF Dent & Co
Maryland
$291K +$38.8K +360 +15%
WTB
1038
Washington Trust Bank
Washington
$289K +$52.1K +484 +22%
AB
1039
AT Bancorp
Iowa
$288K -$14.2K -132 -5%
Handelsbanken Fonder
1040
Handelsbanken Fonder
Sweden
$286K
IWA
1041
Intercontinental Wealth Advisors
Texas
$284K -$863 -8 -0.3%
ATC
1042
Argent Trust Co
Tennessee
$281K -$43.3K -402 -13%
BFO
1043
Boston Family Office
Massachusetts
$280K +$280K +2,600 New
GLI
1044
Guardian Life Insurance
New York
$279K +$1.4K +13 +0.5%
WA
1045
WFG Advisors
Texas
$277K +$58K +538 +26%
DW
1046
Domani Wealth
Pennsylvania
$275K -$32.5K -302 -11%
AP
1047
Appleton Partners
Massachusetts
$275K -$31.2K -290 -10%
VHAM
1048
Van Hulzen Asset Management
California
$275K +$10.8K +100 +4%
NIMI
1049
Natixis Investment Managers International
France
$272K +$272K +2,523 New
DSA
1050
Davis Selected Advisers
Arizona
$271K +$2.05K +19 +0.8%