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United Parcel Service

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
1276
Ronald Blue & Co
Georgia
-$219K -2,073 Closed
Koshinski Asset Management
1277
Koshinski Asset Management
Illinois
-$202K -1,976 Closed
Jones Financial Companies
1278
Jones Financial Companies
Missouri
-$204K -1,938 Closed
JWM
1279
Jacobus Wealth Management
Wisconsin
-$161K -1,525 Closed
HCP
1280
Holt Capital Partners
Texas
-$105K -1,000 Closed
NC
1281
Northpointe Capital
Michigan
-$99K -935 Closed
CFA
1282
CT Financial Advisors
Pennsylvania
-$76.5K -725 Closed
AIM
1283
Acrospire Investment Management
Illinois
-$63K -600 Closed
IIM
1284
Ipswich Investment Management
Massachusetts
-$41K -400 Closed
AWM
1285
Avior Wealth Management
Nebraska
-$21K -203 Closed
FAM
1286
Formidable Asset Management
Ohio
-$18K -174 Closed
FCCM
1287
First City Capital Management
Georgia
-$15.3K -145 Closed
SIG
1288
Stanford Investment Group
California
-$15K -140 Closed
KFA
1289
Kelleher Financial Advisors
New York
-$12K -122 Closed
PHK
1290
Point72 Hong Kong
Hong Kong
-$11K -100 Closed
CAL
1291
Capital Analysts LLC
Pennsylvania
-$4.25K -40 Closed
WAMC
1292
Western Asset Management Company
California
-$3K -22 Closed
SJIM
1293
St. Johns Investment Management
Florida
-$2K -20 Closed
AWMS
1294
Advocacy Wealth Management Services
Georgia
-$1K -11 Closed
UFA
1295
US Financial Advisors
Massachusetts
-$1K -6 Closed