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United Parcel Service

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
1351
Plante Moran Financial Advisors
Michigan
$48K -$34K -288 -41%
AF
1352
Allworth Financial
California
$48K -$5.33K -46 -10%
KC
1353
KHP Capital
Oklahoma
$47K
WC
1354
Whitney & Co
New York
$46K -$4.14K -37 -8%
GAM
1355
Gemmer Asset Management
California
$45K
SIM
1356
Sonora Investment Management
Arizona
$44K -$6.45K -55 -13%
EARNEST Partners
1357
EARNEST Partners
Georgia
$44K
FGAM
1358
Financial Gravity Asset Management
Texas
$43K
MRCM
1359
M&R Capital Management
New Jersey
$42K
KPCM
1360
Kings Point Capital Management
New York
$41K
BAM
1361
Bruderman Asset Management
New York
$39K -$2.36K -20 -6%
SQA
1362
Simon Quick Advisors
New Jersey
$39K
MWM
1363
MinichMacGregor Wealth Management
New York
$37K +$2.11K +18 +6%
TFA
1364
Transamerica Financial Advisors
Florida
$37K +$36.2K +309 +4,414%
PO
1365
Private Ocean
California
$35K -$23.3K -200 -40%
TC
1366
Trilogy Capital
California
$34K
QCIG
1367
Quad-Cities Investment Group
Iowa
$34K +$234 +2 +0.7%
BA
1368
Ballew Advisors
Mississippi
$32K
RA
1369
Rational Advisors
New York
$31K -$150K -1,292 -83%
NIM
1370
NuWave Investment Management
New Jersey
$31K +$30.4K +262 +5,240%
PWAG
1371
Polaris Wealth Advisory Group
California
$30K +$30K +260 New
MCM
1372
MV Capital Management
Maryland
$29K
GWS
1373
Glassman Wealth Services
Virginia
$28K
SIC
1374
Salem Investment Counselors
North Carolina
$27K -$44.8K -380 -62%
IDBONY
1375
Israel Discount Bank of New York
New York
$26K