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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 %
RAM
1401
Riggs Asset Management
Pennsylvania
$8K
RIA
1402
RPG Investment Advisory
California
$7K
TSW
1403
Thompson Siegel & Walmsley
Virginia
$7K
LFG
1404
LifePlan Financial Group
Ohio
$7K
LYV
1405
Live Your Vision
Pennsylvania
$7K +$99 +1 +1%
RCG
1406
Ruggie Capital Group
Florida
$7K +$7K +69 New
FPS
1407
Fieldpoint Private Securities
Connecticut
$7K +$7K +70 New
SA
1408
SRH Advisors
Kansas
$6K
1NWS
1409
1 North Wealth Services
Maryland
$6K +$6K +66 New
CA
1410
Crewe Advisors
Utah
$5K
BBA
1411
Braun-Bostich & Associates
Pennsylvania
$5K
UB
1412
UMB Bank
Missouri
$4.39K -$338 -3,463 -7%
MFT
1413
Moisand Fitzgerald Tamayo
Florida
$4K
CT
1414
Chicago Trust
Illinois
$3.17K -$28 -290 -0.9%
TIM
1415
Tortoise Investment Management
New York
$3K -$3.35K -29 -53%
ARMC
1416
American Research & Management Company
Massachusetts
$3K
EWM
1417
Elmwood Wealth Management
California
$3K
Schroder Investment Management Group
1418
Schroder Investment Management Group
United Kingdom
$2.72K -$127 -1,302 -4%
LWA
1419
Lowe Wealth Advisors
Maryland
$2K -$2.72K -34 -58%
BWA
1420
BDO Wealth Advisors
Florida
$2K
BC
1421
Barnett & Company
Tennessee
$2K
WAM
1422
Watermark Asset Management
California
$2K
ACA
1423
Ackerman Capital Advisors
Texas
$2K +$1.96K +191,060 +4,777%
NA
1424
NewEdge Advisors
Louisiana
$2K -$216 -2,216 -10%
HIM
1425
Hillsdale Investment Management
Ontario, Canada
$1K