UPS icon

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 %
SIMG
1176
Stephens Investment Management Group
Texas
$36K
CCM
1177
Cribstone Capital Management
Maine
$35K -$8.72K -81 -20%
BWP
1178
Baldwin Wealth Partners
Massachusetts
$34K +$10.6K +97 +45%
BAM
1179
Brave Asset Management
New Jersey
$33K
MWM
1180
MinichMacGregor Wealth Management
New York
$32K
MCM
1181
MV Capital Management
Maryland
$30K
WAS
1182
WESPAC Advisors SoCal
California
$29.9K +$3.06K +28 +11%
ACM
1183
Armbruster Capital Management
New York
$29K
DSC
1184
Duncker Streett & Co
Missouri
$28K
SFFS
1185
Stonehage Fleming Financial Services
Jersey
$28K
BC
1186
Barnett & Company
Tennessee
$27K
TFO
1187
Tarbox Family Office
California
$27K +$762 +7 +3%
NYLT
1188
New York Life Trust
New York
$27K +$27K +246 New
AFA
1189
Abacus FCF Advisors
Florida
$24K -$1.67M -15,606 -99%
BKA
1190
Brick & Kyle Associates
Pennsylvania
$22K
AII
1191
AGF Investments Inc
Ontario, Canada
$22K
LWA
1192
Lenox Wealth Advisors
New York
$21K +$219 +2 +1%
GWA
1193
Guidant Wealth Advisors
Illinois
$21K +$21K +198 New
PMFA
1194
Plante Moran Financial Advisors
Michigan
$20K -$1.29K -12 -6%
EDRE
1195
Edmond de Rothschild (Europe)
Luxembourg
$20K
GWS
1196
Glassman Wealth Services
Virginia
$20K
CAL
1197
Capital Advisors Ltd
Ohio
$20K +$16.7K +150 +500%
HDIM
1198
Hanson & Doremus Investment Management
Vermont
$19K
CJA
1199
C-J Advisory
California
$19K +$19K +178 New
CBT
1200
Central Bank & Trust
Kentucky
$18K -$7.31K -67 -29%