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United Parcel Service

1,504 hedge funds and large institutions have $54B invested in United Parcel Service in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 641 increasing their positions, 539 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
+75
Holders Change %
+5.25%
% of All Funds
32.6%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
153
Increased
641
Reduced
539
Closed
62
Calls
$1.91B
Puts
$873M
Net Calls
+$1.04B
Net Calls Change
+$400M
Name Holding Trade Value Shares
Change
Shares
Change %
CJA
1451
C-J Advisory
California
$13K
NWA
1452
New World Advisors
Massachusetts
$13K +$13K +120 New
BCM
1453
Blume Capital Management
California
$13K +$13K +120 New
SCM
1454
Shelton Capital Management
Colorado
$12.3K -$91.4K -10,211 -88%
PWM
1455
PRW Wealth Management
Massachusetts
$12K -$240 -2 -2%
RCC
1456
Red Cedar Capital
Nebraska
$12K
MA
1457
MCF Advisors
Kentucky
$12K
HGWM
1458
Harvest Group Wealth Management
Massachusetts
$12K +$12K +108 New
JIP
1459
JBJ Investment Partners
South Carolina
$12K +$12K +110 New
PWMG
1460
Prestige Wealth Management Group
New Jersey
$11K -$4.71K -42 -30%
DOA
1461
D'Orazio & Associates
Virginia
$11K
LC
1462
Lavaca Capital
Texas
$11K
BAMG
1463
Brand Asset Management Group
Missouri
$11K +$11K +94 New
SFPIA
1464
Stevens First Principles Investment Advisors
California
$11K +$11K +100 New
FMB
1465
Field & Main Bank
Kentucky
$11K +$11K +100 New
RAM
1466
Riggs Asset Management
Pennsylvania
$9K
JIR
1467
James Investment Research
Ohio
$9K +$9K +81 New
TSW
1468
Thompson Siegel & Walmsley
Virginia
$8K
LYV
1469
Live Your Vision
Pennsylvania
$8K
LFG
1470
LifePlan Financial Group
Ohio
$8K
FPS
1471
Fieldpoint Private Securities
Connecticut
$8K
PCA
1472
Providence Capital Advisors
North Carolina
$8K +$8K +72 New
BFG
1473
Beacon Financial Group
Texas
$7.81K -$276 -2,470 -3%
CF
1474
Centaurus Financial
California
$7.59K +$2.26K +252 +42%
LPWM
1475
Lake Point Wealth Management
Texas
$7K -$422K -4,104 -98%