UPS icon

United Parcel Service

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
1051
Next Financial Group
Texas
$537K -$249K -2,133 -32%
AOWM
1052
Alpha Omega Wealth Management
Virginia
$530K
JA
1053
JOYN Advisors
Georgia
$530K +$5.49K +47 +1%
JFA
1054
JNBA Financial Advisors
Minnesota
$530K +$481K +4,123 +986%
WTB
1055
Washington Trust Bank
Washington
$529K -$143K -1,221 -21%
SCI
1056
S&CO Inc
Massachusetts
$529K -$140K -1,200 -21%
BAS
1057
Brown Advisory Securities
Maryland
$529K +$8.3K +71 +2%
HH
1058
Hilltop Holdings
Texas
$528K +$110K +947 +26%
KWMG
1059
King Wealth Management Group
Florida
$527K +$117 +1 +0%
IAMOG
1060
Investors Asset Management of Georgia
Georgia
$524K
FWM
1061
Frontier Wealth Management
Missouri
$519K -$23.1K -198 -4%
NEPWA
1062
New England Private Wealth Advisors
Massachusetts
$519K -$12.9K -111 -2%
BMM
1063
Buffington Mohr McNeal
Idaho
$518K +$18.7K +160 +4%
BOH
1064
Bank of Hawaii
Hawaii
$518K +$154K +1,320 +42%
HK
1065
Horizon Kinetics
New York
$512K +$18.8K +161 +4%
GT
1066
Greenleaf Trust
Michigan
$512K +$80K +686 +19%
PAS
1067
Partnervest Advisory Services
California
$510K +$31.5K +270 +7%
PIA
1068
Peachtree Investment Advisors
Georgia
$509K
KCM
1069
Kanawha Capital Management
Virginia
$508K -$17.5K -150 -3%
TC
1070
Truvestments Capital
Florida
$499K -$47.9K -410 -9%
TSWM
1071
Triangle Securities Wealth Management
North Carolina
$497K
KA
1072
Kovack Advisors
Florida
$493K +$28.3K +242 +6%
TP
1073
Truvvo Partners
New York
$491K
SAA
1074
Southeast Asset Advisors
Georgia
$490K
Capstone Investment Advisors
1075
Capstone Investment Advisors
New York
$487K -$113K -965 -19%