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United Parcel Service

1,238 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 473 increasing their positions, 498 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
33.08%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
1.44%
New
77
Increased
473
Reduced
498
Closed
48
Calls
$1.64B
Puts
$1.02B
Net Calls
+$623M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1026
Willingdon Wealth Management
North Carolina
$310K
CF
1027
Corrigan Financial
Rhode Island
$302K -$48.1K -440 -14%
GVT
1028
Genesee Valley Trust
New York
$297K -$438 -4 -0.1%
IAMOG
1029
Investors Asset Management of Georgia
Georgia
$297K +$1.09K +10 +0.4%
DCM
1030
Dynamic Capital Management
Jersey
$295K -$1.45M -13,304 -83%
KLWA
1031
Kelly Lawrence W & Associates
California
$295K
GC
1032
Guardian Capital
Ontario, Canada
$295K +$295K +2,697 New
TAM
1033
Taurus Asset Management
New York
$290K -$271K -2,480 -48%
WA
1034
WFG Advisors
Texas
$287K +$6.01K +55 +2%
IWA
1035
Intercontinental Wealth Advisors
Texas
$286K -$2.19K -20 -0.8%
ASN
1036
Advisory Services Network
Georgia
$286K +$154K +1,414 +117%
AB
1037
AT Bancorp
Iowa
$284K -$7.41K -68 -3%
GLI
1038
Guardian Life Insurance
New York
$283K
AL
1039
AJO LP
Pennsylvania
$280K +$25.9K +237 +10%
ATC
1040
Argent Trust Co
Tennessee
$277K -$8.54K -78 -3%
AT
1041
Argent Trust
Texas
$277K +$61.2K +560 +28%
NIMI
1042
Natixis Investment Managers International
France
$276K
ACM
1043
Advisors Capital Management
New Jersey
$275K +$275K +2,518 New
AP
1044
Appleton Partners
Massachusetts
$273K -$6.01K -55 -2%
HCM
1045
Harvey Capital Management
Florida
$273K
BHBT
1046
Burke & Herbert Bank & Trust
Virginia
$273K +$31.4K +287 +13%
BRWA
1047
B. Riley Wealth Advisors
Florida
$269K -$36.7K -336 -12%
WTB
1048
Washington Trust Bank
Washington
$264K -$29.6K -271 -10%
ICM
1049
IMS Capital Management
Oregon
$263K -$87.6K -800 -25%
OIA
1050
Optimum Investment Advisors
Illinois
$263K -$11.3K -103 -4%