UPS icon

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 %
SBWM
1026
Sunflower Bank Wealth Management
Arizona
$365K
RI
1027
Ridgewood Investments
New Jersey
$365K +$133K +1,236 +57%
CEP
1028
Chicago Equity Partners
Illinois
$364K -$12.1M -112,650 -97%
SGI
1029
Summit Global Investments
Utah
$363K
FI
1030
FormulaFolio Investments
Michigan
$362K +$362K +3,378 New
PI
1031
Pettee Investors
Connecticut
$359K
HCM
1032
Highlander Capital Management
New Jersey
$357K -$48.3K -450 -12%
HCM
1033
Highbridge Capital Management
New York
$356K +$356K +3,318 New
MHS
1034
M Holdings Securities
Oregon
$354K -$104K -969 -23%
BOIA
1035
Bush ODonnell Investment Advisors
Missouri
$354K
BRWA
1036
B. Riley Wealth Advisors
Florida
$354K +$62.2K +579 +21%
GEA
1037
Glen Eagle Advisors
New Jersey
$354K -$11.3K -105 -3%
CFG
1038
Citizens Financial Group
Rhode Island
$349K +$149K +1,389 +75%
LCM
1039
LVM Capital Management
Michigan
$348K
IP
1040
Intellectus Partners
California
$345K -$49.5K -461 -13%
BC
1041
Banced Corp
Illinois
$345K +$15.2K +142 +5%
OWP
1042
Obermeyer Wealth Partners
Colorado
$344K
WRM
1043
Weybosset Research & Management
Rhode Island
$343K
Capstone Investment Advisors
1044
Capstone Investment Advisors
New York
$342K -$2.15M -20,091 -86%
ATC
1045
Argent Trust Co
Tennessee
$339K +$130K +1,210 +62%
CWM
1046
Cabot Wealth Management
Massachusetts
$338K -$103K -961 -23%
CAM
1047
Concorde Asset Management
Michigan
$336K -$3.55K -33 -1%
SS
1048
Sunbelt Securities
Texas
$336K +$12.6K +117 +4%
MWM
1049
Meridian Wealth Management
Kentucky
$336K +$336K +3,135 New
RFM
1050
Royal Fund Management
Florida
$334K +$52.6K +491 +19%