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United Parcel Service

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
1126
Global Retirement Partners
California
$372K +$34.9K +299 +10%
WIC
1127
Whitegate Investment Counselors
New Hampshire
$371K
BCP
1128
Berkeley Capital Partners
Georgia
$370K -$111K -952 -23%
CT
1129
Cambridge Trust
Massachusetts
$368K +$74.2K +635 +25%
DI
1130
Diligent Investors
California
$367K -$23.3K -200 -6%
SP
1131
Successful Portfolios
Florida
$363K -$2.45K -21 -0.7%
OC
1132
Oakworth Capital
Alabama
$361K +$34.6K +296 +11%
VCM
1133
Versant Capital Management
Arizona
$359K -$27.3K -234 -7%
DWM
1134
Dakota Wealth Management
Florida
$357K +$21K +180 +6%
AF
1135
Advisornet Financial
Minnesota
$355K +$3.39K +29 +1%
SAM
1136
Summit Asset Management
Tennessee
$351K
DDC
1137
DF Dent & Co
Maryland
$350K
MJRIC
1138
Mogy Joel R Investment Counsel
California
$350K
NJBEST
1139
New Jersey Better Educational Savings Trust
New Jersey
$350K +$117K +1,000 +50%
KWM
1140
Kingsview Wealth Management
Oregon
$348K +$348K +2,983 New
BC
1141
Banced Corp
Illinois
$347K -$12.9K -110 -4%
ACS
1142
Archford Capital Strategies
Illinois
$344K -$9.2M -78,726 -96%
MWPCG
1143
Measured Wealth Private Client Group
New Hampshire
$342K -$1.29K -11 -0.4%
AIM
1144
Arcadia Investment Management
Michigan
$342K
1IA
1145
1834 Investment Advisors
Wisconsin
$339K
MMHP
1146
Murphy Middleton Hinkle & Parker
Georgia
$338K +$935 +8 +0.3%
HFA
1147
High Falls Advisors
New York
$330K +$330K +2,825 New
CF
1148
Corrigan Financial
Rhode Island
$328K +$5.95K +51 +2%
HI
1149
HBK Investments
Texas
$328K -$1.34M -11,488 -80%
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$327K