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United Parcel Service

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1251
Strategic Wealth Partners
Ohio
$174K -$10.9K -104 -6%
CFGS
1252
Concourse Financial Group Securities
Alabama
$172K +$76.7K +790 +80%
BCA
1253
Bray Capital Advisors
Florida
$170K +$128K +1,318 +309%
BFC
1254
Bedel Financial Consulting
Indiana
$169K -$9.19K -94 -5%
CTB
1255
Country Trust Bank
Illinois
$167K +$48.7K +500 +41%
HAM
1256
Highstreet Asset Management
Ontario, Canada
$164K -$90.6K -931 -36%
AW
1257
Alpha Windward
Massachusetts
$163K -$20.2K -207 -11%
BAM
1258
Belpointe Asset Management
Nevada
$163K +$44.9K +462 +38%
MWA
1259
Meridian Wealth Advisors
Texas
$163K +$163K +1,671 New
IWA
1260
Intercontinental Wealth Advisors
Texas
$161K -$10K -103 -6%
PFSC
1261
Peoples Financial Services Corp
Pennsylvania
$161K
BAM
1262
Bruderman Asset Management
New York
$159K +$127K +1,296 +393%
CWA
1263
Clarus Wealth Advisors
Arizona
$155K +$488 +5 +0.3%
NCM
1264
Nelson Capital Management
California
$152K
AIM
1265
Arcadia Investment Management
Michigan
$149K -$136K -1,398 -48%
ACM
1266
AUA Capital Management
Pennsylvania
$146K
FCA
1267
FinTrust Capital Advisors
South Carolina
$143K +$143K +1,469 New
IIM
1268
Ipswich Investment Management
Massachusetts
$141K +$141K +1,445 New
ECM
1269
EII Capital Management
New York
$140K
IFAM
1270
Institutional & Family Asset Management
Colorado
$138K +$3.7K +38 +3%
PCM
1271
Penserra Capital Management
California
$133K +$133K +1,370 New
VRM
1272
Vectors Research Management
New York
$130K +$391 +4 +0.3%
IWP
1273
Icon Wealth Partners
Texas
$129K +$19.5K +200 +18%
CAW
1274
Cornerstone Advisors (Washington)
Washington
$127K -$2.84K -29 -2%
VIM
1275
Veritas Investment Management
United Kingdom
$127K