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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 %
PCA
1201
Peddock Capital Advisors
Massachusetts
$18K +$18K +162 New
CHP
1202
Cable Hill Partners
Oregon
$17K -$2.24K -20 -12%
CFN
1203
Cordasco Financial Network
Florida
$16K
PFG
1204
Piershale Financial Group
Illinois
$15K +$112 +1 +0.8%
LWA
1205
Lowe Wealth Advisors
Maryland
$15K +$10.6K +100 +244%
EWM
1206
Endurance Wealth Management
Rhode Island
$14K
HR
1207
Howe & Rusling
New York
$14K +$11.4K +105 +438%
BWA
1208
Burt Wealth Advisors
Maryland
$13K
Lazard Asset Management
1209
Lazard Asset Management
New York
$12K
AA
1210
AlphaMark Advisors
Kentucky
$11K -$11K -100 -50%
AWM
1211
AllSquare Wealth Management
New York
$11K
MMG
1212
Monetary Management Group
Missouri
$11K
KLI
1213
Kelman-Lazarov Inc
Tennessee
$10.9K +$10.9K +100 New
DPA
1214
Delphi Private Advisors
California
$10K -$13.8K -131 -58%
DOA
1215
D'Orazio & Associates
Virginia
$10K
EDRPMB
1216
Edmond de Rothschild Private Merchant Banking
United Kingdom
$10K +$10K +90 New
FWM
1217
Focused Wealth Management
New York
$8K
HIM
1218
Hillsdale Investment Management
Ontario, Canada
$8K +$1.71K +15 +27%
HFM
1219
Hartford Financial Management
Connecticut
$8K +$4.11K +38 +106%
ECM
1220
Exchange Capital Management
Michigan
$8K +$8K +71 New
AC
1221
Alexandria Capital
Virginia
$7K
SA
1222
SRH Advisors
Kansas
$7K
KIG
1223
Kessler Investment Group
Indiana
$7K
LYV
1224
Live Your Vision
Pennsylvania
$7K +$7K +66 New
WA
1225
WealthTrust-Arizona
Arizona
$6K