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United Parcel Service

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Shares
Change %
HR
1226
Howe & Rusling
New York
$63K -$12.6K -105 -17%
WA
1227
Winfield Associates
Ohio
$61K +$4.19K +35 +7%
PFSC
1228
Peoples Financial Services Corp
Pennsylvania
$60K
HDIM
1229
Hanson & Doremus Investment Management
Vermont
$60K +$38.2K +320 +176%
GT
1230
Greenleaf Trust
Michigan
$58K +$58K +486 New
DSC
1231
Duncker Streett & Co
Missouri
$55K
WPA
1232
West Paces Advisors
Georgia
$54.4K
CTB
1233
Country Trust Bank
Illinois
$54K +$45.3K +376 +522%
FPS
1234
Fieldpoint Private Securities
Connecticut
$54K +$54K +451 New
PMFA
1235
Plante Moran Financial Advisors
Michigan
$51K
HCA
1236
Horan Capital Advisors
Ohio
$48K +$48K +396 New
FA
1237
Financial Advantage
Maryland
$48K +$48K +400 New
GAM
1238
Gemmer Asset Management
California
$46K -$12K -100 -21%
CCM
1239
Cribstone Capital Management
Maine
$46K +$17.9K +150 +64%
MUS
1240
Mitsubishi UFJ Securities
Japan
$46K +$42.4K +350 +1,167%
RFWA
1241
RPg Family Wealth Advisory
Massachusetts
$45.2K
SIM
1242
Sonora Investment Management
Arizona
$45K -$38.5K -321 -46%
MMG
1243
Monetary Management Group
Missouri
$43K
KPCM
1244
Kings Point Capital Management
New York
$42K
JCM
1245
Jacobi Capital Management
Pennsylvania
$40K +$3.53K +30 +10%
HWM
1246
Holloway Wealth Management
Florida
$37K -$34K
CIA
1247
Cascade Investment Advisors
Oregon
$36K
MWM
1248
MinichMacGregor Wealth Management
New York
$35K
TFO
1249
Tarbox Family Office
California
$34K +$3.89K +32 +13%
SFFS
1250
Stonehage Fleming Financial Services
Jersey
$31K