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United Parcel Service

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1201
Mark Sheptoff Financial Planning
Connecticut
$69K -$110 -1 -0.2%
WC
1202
Whitnell & Co
Illinois
$66K
WIM
1203
Westside Investment Management
California
$65.2K -$15.1K -137 -19%
SIMG
1204
Stephens Investment Management Group
Texas
$62K +$25.8K +235 +71%
ATC
1205
Adirondack Trust Company
New York
$61K -$6.05K -55 -9%
TDC
1206
Thompson Davis & Co
Virginia
$61K
PFSC
1207
Peoples Financial Services Corp
Pennsylvania
$55K
GAM
1208
Gemmer Asset Management
California
$53K -$1.1K -10 -2%
WA
1209
Winfield Associates
Ohio
$52K
WPA
1210
West Paces Advisors
Georgia
$50.1K
DSC
1211
Duncker Streett & Co
Missouri
$50K
PMFA
1212
Plante Moran Financial Advisors
Michigan
$47K +$4.21K +38 +10%
AIM
1213
Advantage Investment Management
Iowa
$45K +$446 +4 +1%
RFWA
1214
RPg Family Wealth Advisory
Massachusetts
$41.6K
SIC
1215
Salem Investment Counselors
North Carolina
$40K +$7.05K +64 +21%
MMG
1216
Monetary Management Group
Missouri
$40K +$28.9K +260 +260%
TRCT
1217
Tower Research Capital (TRC)
New York
$40K +$28.9K +261 +261%
KPCM
1218
Kings Point Capital Management
New York
$39K
GBT
1219
Grove Bank & Trust
Florida
$35K +$19.4K +175 +125%
MLFP
1220
MPS Loria Financial Planners
Illinois
$35K +$35K +309 New
HWM
1221
Holloway Wealth Management
Florida
$34K -$33K
JCM
1222
Jacobi Capital Management
Pennsylvania
$34K
CIA
1223
Cascade Investment Advisors
Oregon
$33.2K
MWM
1224
MinichMacGregor Wealth Management
New York
$32K +$107 +1 +0.3%
JT
1225
Jump Trading
Illinois
$30K +$30K +271 New