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United Parcel Service

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1126
AssetMark Inc
California
$11K +$11K +114 New
AWM
1127
AllSquare Wealth Management
New York
$10K
DOA
1128
D'Orazio & Associates
Virginia
$10K
HA
1129
Harfst & Associates
Wyoming
$10K +$10K +106 New
SAC
1130
Smith Affiliated Capital
New York
$9.69K -$9.69K
FMA
1131
FNY Managed Accounts
New York
$9.69K +$9.69K +100 New
Nuveen Asset Management
1132
Nuveen Asset Management
Illinois
$9.26K -$17 -180 -0.2%
KIG
1133
Kessler Investment Group
Indiana
$9K
TDC
1134
Thompson Davis & Co
Virginia
$8K -$1.21K -13 -13%
OSAM
1135
O'Shaughnessy Asset Management
Connecticut
$8K +$5.13K +50 +179%
AIM
1136
Advantage Investment Management
Iowa
$7K -$498K -5,055 -99%
HR
1137
Howe & Rusling
New York
$6K
SA
1138
SRH Advisors
Kansas
$6K
GWA
1139
Genesis Wealth Advisors
Massachusetts
$5.43K
WA
1140
WealthTrust-Arizona
Arizona
$5K
CTB
1141
Country Trust Bank
Illinois
$5K +$5K +47 New
BRWM
1142
B. Riley Wealth Management
Tennessee
$4K
AT
1143
Arden Trust
Delaware
$3.15K +$105 +1,079 +3%
CF
1144
CenterStar Fund
Illinois
$3K
TIM
1145
Tortoise Investment Management
New York
$3K
BCFS
1146
Butensky & Cohen Financial Security
Florida
$3K +$3K +32 New
UB
1147
UMB Bank
Missouri
$2.78K -$200 -2,060 -7%
FNBOO
1148
First National Bank of Omaha
Nebraska
$2.66K
Fiera Capital (Canada)
1149
Fiera Capital (Canada)
Quebec, Canada
$2.01K -$248 -2,555 -11%
AP
1150
Atwood & Palmer
Missouri
$2K