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United Parcel Service

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
AII
1201
AGF Investments Inc
Ontario, Canada
$57K +$35.5K +330 +165%
MRCM
1202
M&R Capital Management
New Jersey
$56K -$10.7K -100 -16%
PFSC
1203
Peoples Financial Services Corp
Pennsylvania
$54K -$16.2K -150 -23%
GAM
1204
Gemmer Asset Management
California
$53K +$11.8K +110 +29%
WA
1205
Winfield Associates
Ohio
$51K -$1.61K -15 -3%
DSC
1206
Duncker Streett & Co
Missouri
$49K +$21.5K +200 +78%
WPA
1207
West Paces Advisors
Georgia
$48.6K
TWMP
1208
Taylor Wealth Management Partners
Massachusetts
$46K
KF
1209
Krilogy Financial
Missouri
$46K
MWM
1210
Mascoma Wealth Management
New Hampshire
$43K
AIM
1211
Advantage Investment Management
Iowa
$43K +$753 +7 +2%
PMFA
1212
Plante Moran Financial Advisors
Michigan
$41K -$10.5K -99 -20%
RFWA
1213
RPg Family Wealth Advisory
Massachusetts
$40.3K +$40.3K +376 New
PAI
1214
Pittenger & Anderson Inc
Nebraska
$38K
KPCM
1215
Kings Point Capital Management
New York
$38K
WEC
1216
Winslow Evans & Crocker
Massachusetts
$36.8K
SIMG
1217
Stephens Investment Management Group
Texas
$35K
HWM
1218
Holloway Wealth Management
Florida
$33K -$35K
JCM
1219
Jacobi Capital Management
Pennsylvania
$33K +$13.6K +128 +70%
CIA
1220
Cascade Investment Advisors
Oregon
$32.2K -$24.1K -225 -43%
SIC
1221
Salem Investment Counselors
North Carolina
$32K -$3.32K -31 -9%
CCM
1222
Cribstone Capital Management
Maine
$32K +$525 +5 +2%
BIG
1223
Bellwether Investment Group
Tennessee
$31K -$91.1K -843 -75%
MWM
1224
MinichMacGregor Wealth Management
New York
$31K +$104 +1 +0.3%
MCM
1225
MV Capital Management
Maryland
$30K