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United Parcel Service

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
1051
Redmond Asset Management
Virginia
$388K +$37.2K +324 +11%
PIA
1052
Peachtree Investment Advisors
Georgia
$387K -$34.4K -300 -8%
SGI
1053
Summit Global Investments
Utah
$387K +$387K +3,380 New
PI
1054
Pettee Investors
Connecticut
$384K
AFP
1055
Ausdal Financial Partners
Iowa
$383K +$8.37K +73 +2%
BOIA
1056
Bush ODonnell Investment Advisors
Missouri
$378K
VC
1057
Vicus Capital
Pennsylvania
$372K +$123K +1,069 +49%
CFP
1058
Cornerstone Financial Partners
North Carolina
$371K -$43.4K -377 -10%
LCM
1059
LVM Capital Management
Michigan
$371K
VWM
1060
Vector Wealth Management
Minnesota
$368K +$3.56K +31 +1%
PCMM
1061
Private Capital Management (Minnesota)
Minnesota
$367K -$378K -3,300 -51%
OWP
1062
Obermeyer Wealth Partners
Colorado
$367K -$27.5K -240 -7%
CCFCSB
1063
Cape Cod Five Cents Savings Bank
Massachusetts
$367K
WRM
1064
Weybosset Research & Management
Rhode Island
$367K +$11.5K +100 +3%
CAM
1065
Concorde Asset Management
Michigan
$363K +$230 +2 +0.1%
Lido Advisors
1066
Lido Advisors
California
$363K +$139K +1,215 +62%
SFG
1067
SevenBridge Financial Group
Pennsylvania
$358K
LWAC
1068
Laurel Wealth Advisors (California)
California
$357K -$22.5K -197 -6%
SLG
1069
Stanley-Laman Group
Pennsylvania
$357K +$86.8K +757 +32%
CPIG
1070
Chicago Partners Investment Group
Illinois
$355K
LCM
1071
Liberty Capital Management
Michigan
$354K
BC
1072
Banced Corp
Illinois
$353K -$3.33K -29 -0.9%
WSCM
1073
Wellington Shields Capital Management
New York
$351K -$17.2K -150 -5%
WIC
1074
Whitegate Investment Counselors
New Hampshire
$348K -$34.4K -300 -9%
BAC
1075
Boys Arnold & Co
North Carolina
$346K