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United Parcel Service

1,485 hedge funds and large institutions have $58.2B invested in United Parcel Service in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 570 increasing their positions, 636 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+20
Holders Change %
+1.37%
% of All Funds
32.62%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
1.01%
New
107
Increased
570
Reduced
636
Closed
77
Calls
$1.97B
Puts
$898M
Net Calls
+$1.08B
Net Calls Change
+$420M
Name Holding Trade Value Shares
Change
Shares
Change %
FMB
1451
Field & Main Bank
Kentucky
$12K
AWM
1452
AllSquare Wealth Management
New York
$12K
DOA
1453
D'Orazio & Associates
Virginia
$12K
SB
1454
Strategic Blueprint
Georgia
$12K +$12K +100 New
WOC
1455
West Oak Capital
California
$11K -$83.7K -700 -88%
FPS
1456
Fieldpoint Private Securities
Connecticut
$11K
BAMG
1457
Brand Asset Management Group
Missouri
$11K
GWAG
1458
Garrett Wealth Advisory Group
Texas
$10.7K +$10.7K +89 New
JIR
1459
James Investment Research
Ohio
$10K
CFN
1460
Cordasco Financial Network
Florida
$10K
LFG
1461
LifePlan Financial Group
Ohio
$9K
TSW
1462
Thompson Siegel & Walmsley
Virginia
$9K
AM
1463
Atwater Malick
Pennsylvania
$9K +$9K +75 New
SA
1464
SRH Advisors
Kansas
$7K
1NWS
1465
1 North Wealth Services
Maryland
$7K +$7K +62 New
PWP
1466
Personal Wealth Partners
Minnesota
$6K +$2.5K +20 +71%
SWP
1467
Strategic Wealth Partners
Ohio
$4.93K +$64 +16 +1%
EWM
1468
Elmwood Wealth Management
California
$4K
ARMC
1469
American Research & Management Company
Massachusetts
$4K
CFD
1470
Creative Financial Designs
Indiana
$4K +$923 +9 +30%
LWA
1471
Lowe Wealth Advisors
Maryland
$3K
PC
1472
Permanens Capital
New York
$3K
TIM
1473
Tortoise Investment Management
New York
$3K
BWA
1474
BDO Wealth Advisors
Florida
$2K
GC
1475
Globeflex Capital
California
$2K