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United Parcel Service

1,166 hedge funds and large institutions have $69.9B invested in United Parcel Service in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 429 increasing their positions, 448 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+79
Holders Change %
+7.27%
% of All Funds
31.12%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.76%
New
144
Increased
429
Reduced
448
Closed
51
Calls
$2.12B
Puts
$1.03B
Net Calls
+$1.09B
Net Calls Change
-$1.06B
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
1076
West Oak Capital
California
$81.4K
CFA
1077
CT Financial Advisors
Pennsylvania
$80.6K +$80.6K +725 New
IMS
1078
Index Management Solutions
Pennsylvania
$80K +$32.3K +291 +68%
JIC
1079
Joel Isaacson & Co
New York
$72K
BCM
1080
Blume Capital Management
California
$67K
KA
1081
Klingman & Associates
New York
$67K +$67K +606 New
MSFP
1082
Mark Sheptoff Financial Planning
Connecticut
$64K
CHP
1083
Cable Hill Partners
Oregon
$64K +$64K +582 New
GGPS
1084
Gary Goldberg Planning Services
New York
$58K +$222 +2 +0.4%
ZTNA
1085
Zions Trust National Association
Utah
$56K +$40K +363 +250%
VIA
1086
Vantage Investment Advisors
Pennsylvania
$50K
MWP
1087
MYCIO Wealth Partners
Pennsylvania
$50K +$13.2K +119 +36%
PSI
1088
Pinnacle Summer Investments
Virginia
$49K -$3.33K -34 -6%
CFN
1089
Cordasco Financial Network
Florida
$46K
FA
1090
Financial Advantage
Maryland
$44K
PCM
1091
Prelude Capital Management
New York
$44K +$44K +400 New
GAM
1092
Gemmer Asset Management
California
$43K
TWA
1093
TCI Wealth Advisors
Arizona
$43K +$7.7K +70 +22%
FFC
1094
First Financial Corp
Indiana
$42K -$11.2K -100 -21%
NES
1095
New England Securities
New York
$40K -$8.36K -75 -17%
ATC
1096
Adirondack Trust Company
New York
$40K +$1.67K +15 +4%
KPCM
1097
Kings Point Capital Management
New York
$39K
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$39K +$3.3K +30 +9%
WEC
1099
Winslow Evans & Crocker
Massachusetts
$38.1K -$23.9K -216 -39%
SIMG
1100
Stephens Investment Management Group
Texas
$37K