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United Parcel Service

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
KSA
1076
Ken Stern & Associates
California
$289K -$209K -1,940 -42%
IAMOG
1077
Investors Asset Management of Georgia
Georgia
$289K -$1.93K -18 -0.7%
BAC
1078
Boys Arnold & Co
North Carolina
$287K -$37.6K -350 -12%
GLI
1079
Guardian Life Insurance
New York
$285K +$1.93K +18 +0.7%
RA
1080
RFG Advisory
Alabama
$285K +$285K +2,674 New
BHBT
1081
Burke & Herbert Bank & Trust
Virginia
$284K +$16.2K +151 +6%
VCP
1082
Vista Capital Partners
Oregon
$272K -$28.4K -264 -9%
CBN
1083
Cadence Bank NA
Texas
$272K +$2.68K +25 +1%
SQA
1084
Simon Quick Advisors
New Jersey
$271K -$127K -1,180 -32%
ARMT
1085
Amica Retiree Medical Trust
Rhode Island
$271K -$116K -1,083 -30%
IWA
1086
Intercontinental Wealth Advisors
Texas
$269K -$4.83K -45 -2%
HCM
1087
Harvey Capital Management
Florida
$268K
BAM
1088
Bruderman Asset Management
New York
$268K +$211K +1,963 +366%
BWM
1089
Bernicke Wealth Management
Wisconsin
$268K +$268K +2,496 New
CWM
1090
Concentric Wealth Management
California
$266K -$8.04K -75 -3%
CCP
1091
Corient Capital Partners
California
$263K -$9.43K -88 -3%
ANBT
1092
American National Bank & Trust
Texas
$262K +$12.2K +114 +5%
MCM
1093
McRae Capital Management
New Jersey
$261K +$3.54K +33 +1%
DIA
1094
Dana Investment Advisors
Wisconsin
$258K
SCA
1095
Stuart Chaussee & Associates
California
$258K +$127K +1,186 +97%
SCA
1096
Snowden Capital Advisors
New York
$258K +$258K +2,402 New
Cohen & Steers
1097
Cohen & Steers
New York
$256K +$71.9K +671 +39%
BBNB
1098
Baker Boyer National Bank
Washington
$255K
FHAM
1099
Folger Hill Asset Management
New York
$252K -$6.63M -61,709 -96%
NEAM
1100
New England Asset Management
Connecticut
$251K -$64.4K -600 -20%