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United Parcel Service

1,465 hedge funds and large institutions have $49.6B invested in United Parcel Service in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 638 increasing their positions, 563 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
-39
Holders Change %
-2.59%
% of All Funds
31.87%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.74%
New
87
Increased
638
Reduced
563
Closed
104
Calls
$1.58B
Puts
$922M
Net Calls
+$655M
Net Calls Change
-$383M
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
1426
Thompson Siegel & Walmsley
Virginia
$8K
CA
1427
Crewe Advisors
Utah
$8K +$8K +80 New
CQS
1428
Credential Qtrade Securities
$7.95K +$7.95K +77 New
NIM
1429
NuWave Investment Management
New Jersey
$7K -$38.2K -366 -85%
LPWM
1430
Lake Point Wealth Management
Texas
$7K
LFG
1431
LifePlan Financial Group
Ohio
$7K
SA
1432
SRH Advisors
Kansas
$6K
LFASL
1433
Lugano Financial Advisors SA (LFA)
Switzerland
$5K +$5K +50 New
ARMC
1434
American Research & Management Company
Massachusetts
$4K
MFT
1435
Moisand Fitzgerald Tamayo
Florida
$4K
JGIA
1436
Jackson Grant Investment Advisers
Connecticut
$4K
EWM
1437
Elmwood Wealth Management
California
$4K +$114 +1 +3%
EWA
1438
Evolution Wealth Advisors
Florida
$4K +$4K +38 New
MWM
1439
Meridian Wealth Management
Kentucky
$3.86K +$5 +5 +0.1%
LWA
1440
Lowe Wealth Advisors
Maryland
$3K
TIM
1441
Tortoise Investment Management
New York
$3K
PC
1442
Permanens Capital
New York
$3K
CFD
1443
Creative Financial Designs
Indiana
$3K
PWP
1444
Personal Wealth Partners
Minnesota
$3K +$3K +28 New
SQA
1445
Simon Quick Advisors
New Jersey
$2.79K -$28.2K -273 -91%
HIM
1446
Hillsdale Investment Management
Ontario, Canada
$2K -$40K -300 -95%
PCA
1447
Providence Capital Advisors
North Carolina
$2K -$7.6K -57 -79%
WAS
1448
Winch Advisory Services
Wisconsin
$2K -$273 -3 -12%
MWC
1449
MKD Wealth Coaches
Michigan
$2K
TA
1450
TCG Advisors
Texas
$2K