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United Parcel Service

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
1076
Veritas Investment Management
United Kingdom
$237K
FTC
1077
Farmers Trust Company
Ohio
$236K -$754 -7 -0.3%
SAM
1078
SignalPoint Asset Management
Missouri
$236K
BG
1079
Bollard Group
Massachusetts
$234K +$1.72K +16 +0.7%
NP
1080
NS Partners
United Kingdom
$233K
HW
1081
Hancock Whitney
Mississippi
$228K -$23.3K -216 -9%
FPFS
1082
First Personal Financial Services
North Carolina
$225K +$47.6K +443 +27%
PAM
1083
Palisade Asset Management
Minnesota
$225K +$225K +2,088 New
LSA
1084
L & S Advisors
California
$221K
Members Trust
1085
Members Trust
Florida
$220K +$220K +2,045 New
SIG
1086
Schooner Investment Group
Pennsylvania
$217K -$217K -2,000 -50%
CBTWT
1087
Community Bank & Trust (Waco, Texas)
Texas
$217K
RW
1088
Rand Wealth
Maryland
$217K +$217K +2,016 New
SM
1089
Salzhauer Michael
$216K
VC
1090
Vicus Capital
Pennsylvania
$215K +$215K +2,000 New
AT
1091
Argent Trust
Texas
$213K +$7.02K +65 +3%
RIM
1092
Regent Investment Management
Kentucky
$212K
TSWM
1093
Triangle Securities Wealth Management
North Carolina
$211K
LWA
1094
Lebenthal Wealth Advisors
New York
$210K +$210K +1,947 New
LIM
1095
Leavell Investment Management
Alabama
$209K +$3.23K +30 +2%
OC
1096
Oakworth Capital
Alabama
$209K +$51.6K +500 +33%
CCA
1097
Cobblestone Capital Advisors
New York
$208K -$4.3K -40 -2%
Lido Advisors
1098
Lido Advisors
California
$208K +$208K +1,931 New
SFWA
1099
Summit Financial Wealth Advisors
Louisiana
$206K -$17K -158 -8%
CRC
1100
Curi RMB Capital
Illinois
$206K