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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 %
SFFS
1226
Stonehage Fleming Financial Services
Jersey
$28K
PFGIA
1227
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$36.9K -346 -58%
TFO
1228
Tarbox Family Office
California
$27K
AF
1229
Allworth Financial
California
$26K -$10.2K -95 -28%
PIM
1230
Parasol Investment Management
Illinois
$21K -$50.6K -470 -71%
IDBONY
1231
Israel Discount Bank of New York
New York
$21K -$10.5K -100 -33%
BKA
1232
Brick & Kyle Associates
Pennsylvania
$21K
GWS
1233
Glassman Wealth Services
Virginia
$21K
LWA
1234
Lenox Wealth Advisors
New York
$21K +$215 +2 +1%
GWA
1235
Guidant Wealth Advisors
Illinois
$21K +$315 +3 +2%
QT
1236
Quantbot Technologies
New York
$19K -$2.11M -20,454 -99%
HDIM
1237
Hanson & Doremus Investment Management
Vermont
$19K
CAL
1238
Capital Advisors Ltd
Ohio
$19K
SP
1239
Symmetry Partners
Connecticut
$19K +$19K +178 New
AAF
1240
Andra AP-fonden
Sweden
$18.9K -$815 -7,600 -4%
CWM
1241
Catamount Wealth Management
Connecticut
$18K +$18K +170 New
CFN
1242
Cordasco Financial Network
Florida
$16K
NCM
1243
New Capital Management
Texas
$16K
SBL
1244
Sargent Bickham Lagudis
Colorado
$16K +$10.7K +100 +200%
AFIA
1245
America First Investment Advisors
Nebraska
$16K +$16K +150 New
GBT
1246
Grove Bank & Trust
Florida
$15K -$49.8K -465 -77%
OFW
1247
Omnia Family Wealth
Florida
$15K -$10.4K -97 -41%
HR
1248
Howe & Rusling
New York
$14K +$108 +1 +0.8%
WP
1249
WealthPLAN Partners
Nebraska
$13.8K +$13.8K +129 New
EWM
1250
Endurance Wealth Management
Rhode Island
$13K