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United Parcel Service

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Shares
Change %
AQA
1026
Alpha Quant Advisors
Texas
$453K +$453K +4,643 New
CFG
1027
Cooper Financial Group
California
$451K +$451K +4,626 New
GC
1028
Grace Capital
Massachusetts
$449K +$185K +1,900 +70%
FWM
1029
Frontier Wealth Management
Missouri
$448K +$14.2K +145 +3%
SCI
1030
S&CO Inc
Massachusetts
$447K +$4.88K +50 +1%
IAMOG
1031
Investors Asset Management of Georgia
Georgia
$447K +$9.75K +100 +2%
BMM
1032
Buffington Mohr McNeal
Idaho
$445K +$12.8K +131 +3%
AOWM
1033
Alpha Omega Wealth Management
Virginia
$443K
MFBTD
1034
MB Financial Bank - Trust Department
Illinois
$442K -$12.6K -129 -3%
KWMG
1035
King Wealth Management Group
Florida
$440K +$97 +1 +0%
FCH
1036
Freestone Capital Holdings
Washington
$440K +$235K +2,403 +114%
PA
1037
Parallel Advisors
California
$439K -$37.9K -389 -8%
WCM
1038
Weatherstone Capital Management
Colorado
$438K +$438K +3,750 New
CA
1039
Capital Advantage
California
$437K -$39.8K -408 -8%
KA
1040
Kovack Advisors
Florida
$436K +$24.2K +248 +6%
WTB
1041
Washington Trust Bank
Washington
$431K -$11K -113 -2%
NC
1042
NewSquare Capital
Pennsylvania
$430K -$100K -1,030 -19%
SMC
1043
Smith, Moore & Co
Missouri
$429K -$77.8K -798 -15%
OTC
1044
Opera Trading Capital
France
$429K -$19.5K -200 -4%
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$428K -$178K -1,825 -29%
HFS
1046
Haverford Financial Services
Pennsylvania
$427K -$105K -1,079 -20%
PIA
1047
Peachtree Investment Advisors
Georgia
$426K
WKWM
1048
Walter & Keenan Wealth Management
Indiana
$425K -$67.4K -690 -14%
KCM
1049
Kanawha Capital Management
Virginia
$424K
TF
1050
TimeScale Financial
Massachusetts
$423K +$423K +4,334 New