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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 %
GAM
1326
Gemmer Asset Management
California
$49K +$11.4K +116 +30%
FGC
1327
Financial Gravity Companies
Texas
$49K +$49K +466 New
LWA
1328
Lenox Wealth Advisors
New York
$48K +$97 +1 +0.2%
FC
1329
Ferris Capital
Massachusetts
$47K -$1.27K -13 -3%
AF
1330
Allworth Financial
California
$47K +$6.55K +67 +16%
ED
1331
Exane Derivatives
France
$46.9K
NWM
1332
Northwest Wealth Management
Iowa
$46K -$8.6K -89 -16%
TFO
1333
Tarbox Family Office
California
$46K -$1.57K -16 -3%
SMFS
1334
Squar Milner Financial Services
California
$46K
WCM
1335
WealthBridge Capital Management
Ohio
$46K +$46K +475 New
WPA
1336
West Paces Advisors
Georgia
$45.5K
GT
1337
Glenmede Trust
Pennsylvania
$45.3K -$3.52K -36,072 -7%
PO
1338
Private Ocean
California
$45K +$16K +166 +55%
MWC
1339
MBM Wealth Consultants
Missouri
$43K +$43K +445 New
PMFA
1340
Plante Moran Financial Advisors
Michigan
$42K +$2.25K +23 +6%
SIM
1341
Sonora Investment Management
Arizona
$40K +$3.77K +39 +10%
WANY
1342
Wealthspire Advisors (New York)
New York
$40K +$40K +406 New
JFA
1343
JNBA Financial Advisors
Minnesota
$39K -$405K -4,142 -91%
FA
1344
Financial Advantage
Maryland
$39K +$39K +400 New
EWA
1345
ERTS Wealth Advisors
Michigan
$39K +$39K +401 New
JG
1346
Jefferies Group
New York
$35K -$9.25M -95,948 -100%
PAMU
1347
Pictet Asset Management (UK)
United Kingdom
$34.3K -$1.4K -14,400 -4%
CIA
1348
Cascade Investment Advisors
Oregon
$34.1K -$14.6K -150 -30%
KPCM
1349
Kings Point Capital Management
New York
$34K
AIA
1350
Alera Investment Advisors
Illinois
$32K +$32K +332 New