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United Parcel Service

1,238 hedge funds and large institutions have $50.8B invested in United Parcel Service in 2016 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 473 increasing their positions, 498 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
33.08%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
1.44%
New
77
Increased
473
Reduced
498
Closed
48
Calls
$1.64B
Puts
$1.02B
Net Calls
+$623M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1101
Patten & Patten
Tennessee
$215K +$215K +1,965 New
TSWM
1102
Triangle Securities Wealth Management
North Carolina
$214K
VAM
1103
Verity Asset Management
North Carolina
$214K +$214K +1,957 New
MCM
1104
Moore Capital Management
New York
$213K -$168K -1,533 -44%
Lido Advisors
1105
Lido Advisors
California
$213K +$2.18K +20 +1%
Members Trust
1106
Members Trust
Florida
$210K -$13.7K -125 -6%
CNAM
1107
Campbell Newman Asset Management
Wisconsin
$209K -$86.3K -790 -29%
CFA
1108
Capstone Financial Advisors
Illinois
$209K +$209K +1,910 New
SFWA
1109
Summit Financial Wealth Advisors
Louisiana
$208K -$1.64K -15 -0.8%
Cohen & Steers
1110
Cohen & Steers
New York
$208K
CCA
1111
Cobblestone Capital Advisors
New York
$207K -$4.93K -45 -2%
LIM
1112
Loudon Investment Management
New Hampshire
$207K
ACM
1113
Alta Capital Management
Utah
$207K
RGC
1114
Roberts, Glore & Co
Illinois
$205K
Koshinski Asset Management
1115
Koshinski Asset Management
Illinois
$205K +$205K +1,875 New
BJL
1116
Brighton Jones LLC
Washington
$204K +$204K +1,861 New
GT
1117
Greenleaf Trust
Michigan
$203K +$203K +1,853 New
AW
1118
Alpha Windward
Massachusetts
$196K +$873 +8 +0.4%
VIM
1119
Veritas Investment Management
United Kingdom
$186K -$54.7K -500 -23%
EFSCE
1120
Enterprise Financial Services Corp (EFSC)
Missouri
$176K +$3.17K +29 +2%
MA
1121
MCF Advisors
Kentucky
$172K -$10.3K -94 -6%
GBBWRPM
1122
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$160K +$327 +3 +0.2%
KT
1123
Kanaly Trust
Texas
$149K
TC
1124
Trust Company
Kansas
$149K +$2.73K +25 +2%
NCM
1125
Nelson Capital Management
California
$149K +$59.2K +540 +66%