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United Parcel Service

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
1351
HBK Sorce Advisory
Pennsylvania
-$499K -4,353 Closed
BDF
1352
Balasa Dinverno & Foltz
-$465K -4,059 Closed
MTIM
1353
Marathon Trading Investment Management
Pennsylvania
-$459K -4,000 Closed
CG
1354
Colony Group
Massachusetts
-$412K -3,597 Closed
GT
1355
Greenleaf Trust
Michigan
-$389K -3,390 Closed
Lido Advisors
1356
Lido Advisors
California
-$363K -3,166 Closed
JFGLC
1357
Johnson Financial Group LLC (Colorado)
Colorado
-$332K -2,892 Closed
RB
1358
Rodgers Brothers
Pennsylvania
-$330K -2,879 Closed
IAS
1359
IMA Advisory Services
Colorado
-$328K -2,860 Closed
BFM
1360
Boothbay Fund Management
New York
-$326 -2,841 Closed
WWM
1361
Willingdon Wealth Management
North Carolina
-$325K -2,835 Closed
TNAM
1362
Terra Nova Asset Management
New York
-$311K -2,710 Closed
VHAM
1363
Van Hulzen Asset Management
California
-$281K -2,453 Closed
OLA
1364
Oliver Luxxe Assets
New Jersey
-$267K -2,330 Closed
WSC
1365
Wellington Shields & Co
New York
-$264K -2,300 Closed
SSW
1366
Smith Shellnut Wilson
Mississippi
-$253K -2,203 Closed
NP
1367
NorthRock Partners
Minnesota
-$252K -2,196 Closed
ZIM
1368
Zacks Investment Management
Illinois
-$247K -2,155 Closed
SAM
1369
SignalPoint Asset Management
Missouri
-$246K -2,151 Closed
TSWM
1370
Triangle Securities Wealth Management
North Carolina
-$221K -1,930 Closed
RW
1371
Rand Wealth
Maryland
-$220K -1,916 Closed
MCM
1372
Maryland Capital Management
Maryland
-$218K -1,900 Closed
RGC
1373
Roberts, Glore & Co
Illinois
-$215K -1,875 Closed
RIM
1374
Regent Investment Management
Kentucky
-$214K -1,864 Closed
CFA
1375
Capstone Financial Advisors
Illinois
-$212K -1,845 Closed