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United Parcel Service

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1251
Salem Investment Counselors
North Carolina
$38K +$3.57K +31 +10%
BWP
1252
Baldwin Wealth Partners
Massachusetts
$36K
HWM
1253
Holloway Wealth Management
Florida
$35K
CCM
1254
Cribstone Capital Management
Maine
$34K -$2.83K -25 -8%
MWM
1255
MinichMacGregor Wealth Management
New York
$34K
IDBONY
1256
Israel Discount Bank of New York
New York
$34K +$34K +300 New
MCM
1257
MV Capital Management
Maryland
$32K
WAS
1258
WESPAC Advisors SoCal
California
$31.3K
ACM
1259
Armbruster Capital Management
New York
$30K
SFFS
1260
Stonehage Fleming Financial Services
Jersey
$30K
DSC
1261
Duncker Streett & Co
Missouri
$29K
TFO
1262
Tarbox Family Office
California
$28K
HTHT
1263
Hemenway Trust Hemenway Trust
New Hampshire
$28K +$28K +242 New
OFW
1264
Omnia Family Wealth
Florida
$27K +$27K +237 New
FAN
1265
Financial Advisors Network
California
$25.2K +$25.2K +214 New
WIM
1266
Westside Investment Management
California
$23.7K +$23.7K +208 New
GWA
1267
Guidant Wealth Advisors
Illinois
$23K -$117 -1 -0.5%
BKA
1268
Brick & Kyle Associates
Pennsylvania
$23K
AII
1269
AGF Investments Inc
Ontario, Canada
$23K
LWA
1270
Lenox Wealth Advisors
New York
$22K +$114 +1 +0.5%
GWS
1271
Glassman Wealth Services
Virginia
$22K +$1.48K +13 +7%
JCM
1272
Jacobi Capital Management
Pennsylvania
$21K -$20.7K -179 -50%
CAL
1273
Capital Advisors Ltd
Ohio
$21K
HDIM
1274
Hanson & Doremus Investment Management
Vermont
$20.1K
CJA
1275
C-J Advisory
California
$20K