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United Parcel Service

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1376
Balentine LLC
Georgia
$12K -$611K -5,603 -98%
CJA
1377
C-J Advisory
California
$12K
PCFFS
1378
Pacific Center for Financial Services
California
$12K +$5.38K +52 +81%
MA
1379
MCF Advisors
Kentucky
$11K -$136K -1,345 -93%
RCC
1380
Red Cedar Capital
Nebraska
$11K
WDL
1381
Well Done LLC
Michigan
$11K +$11K +101 New
CS
1382
Credential Securities
$10.5K +$10.5K +100 New
PWM
1383
Perigon Wealth Management
California
$10K -$5.05K -47 -34%
AWM
1384
AllSquare Wealth Management
New York
$10K -$1.4K -14 -12%
DOA
1385
D'Orazio & Associates
Virginia
$10K
RAM
1386
Riggs Asset Management
Pennsylvania
$9K
HFP
1387
Holistic Financial Partners
Indiana
$8K
LYV
1388
Live Your Vision
Pennsylvania
$8K +$116 +1 +1%
POIA
1389
Pin Oak Investment Advisors
Texas
$8K +$1.68K +17 +27%
SFM
1390
Signet Financial Management
New Jersey
$8K +$8K +75 New
AIM
1391
Advantage Investment Management
Iowa
$7K -$5.32K -54 -43%
HFM
1392
Hartford Financial Management
Connecticut
$7K
RIA
1393
RPG Investment Advisory
California
$7K
Aristotle Capital Management
1394
Aristotle Capital Management
California
$7K +$7K +63 New
SA
1395
SRH Advisors
Kansas
$6K
TIM
1396
Tortoise Investment Management
New York
$6K
LFG
1397
LifePlan Financial Group
Ohio
$6K +$6K +55 New
HA
1398
Hamel Associates
New Jersey
$5.17K +$1.42K +13,551 +38%
SP
1399
SWS Partners
Ohio
$5K
BCP
1400
Blackhawk Capital Partners
Wisconsin
$5K