UPS icon

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 %
CJA
1401
C-J Advisory
California
$13K
MA
1402
MCF Advisors
Kentucky
$13K
KJWM
1403
Kiley Juergens Wealth Management
Washington
$12K -$11.7K -104 -49%
DOA
1404
D'Orazio & Associates
Virginia
$12K
RCC
1405
Red Cedar Capital
Nebraska
$12K
POIA
1406
Pin Oak Investment Advisors
Texas
$12K +$2.8K +25 +30%
RAM
1407
Riggs Asset Management
Pennsylvania
$9K
TSW
1408
Thompson Siegel & Walmsley
Virginia
$9K
SFM
1409
Signet Financial Management
New Jersey
$9K
MF
1410
MHI Funds
New York
$8K -$1.18M -10,585 -99%
LYV
1411
Live Your Vision
Pennsylvania
$8K -$22.9K -200 -74%
RIA
1412
RPG Investment Advisory
California
$8K
AIM
1413
Advantage Investment Management
Iowa
$8K
LFG
1414
LifePlan Financial Group
Ohio
$8K +$1.8K +16 +29%
DWM
1415
Destination Wealth Management
California
$8K +$8K +70 New
SA
1416
SRH Advisors
Kansas
$7K
LWA
1417
Lowe Wealth Advisors
Maryland
$7K +$4.03K +34 +136%
JWA
1418
JFS Wealth Advisors
Pennsylvania
$7K +$7K +64 New
CFN
1419
Cordasco Financial Network
Florida
$6K -$12K -100 -67%
TIM
1420
Tortoise Investment Management
New York
$6K
CA
1421
Crewe Advisors
Utah
$6K
TDC
1422
Thompson Davis & Co
Virginia
$6K
BBA
1423
Braun-Bostich & Associates
Pennsylvania
$6K
CAL
1424
Capital Analysts LLC
Pennsylvania
$5K
CWSR
1425
Chessman Wealth Strategies RIA
Texas
$5K +$5K +45 New