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United Parcel Service

1,596 hedge funds and large institutions have $44.8B invested in United Parcel Service in 2020 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 705 increasing their positions, 568 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
-25
Holders Change %
-1.54%
% of All Funds
35.26%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.17%
New
163
Increased
705
Reduced
568
Closed
162
Calls
$1.34B
Puts
$850M
Net Calls
+$493M
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
501
Palouse Capital Management
Washington
$3.7M +$3.7M +39,616 New
CICI
502
Capital Investment Counsel Inc
North Carolina
$3.7M +$69.6K +745 +2%
AIS
503
Accurate Investment Solutions
Pennsylvania
$3.69M +$82.2K +880 +2%
MPM
504
Meritage Portfolio Management
Kansas
$3.64M +$3.64M +39,010 New
Daiwa Securities Group
505
Daiwa Securities Group
Japan
$3.64M +$600K +6,426 +20%
FBT
506
First Bankers Trust
Kentucky
$3.61M +$492K +5,270 +16%
VWA
507
Visionary Wealth Advisors
Illinois
$3.61M +$250K +2,674 +7%
BAAM
508
Baker Avenue Asset Management
California
$3.6M +$28K +300 +0.8%
ACM
509
Argyle Capital Management
Pennsylvania
$3.59M +$69.6K +745 +2%
IWA
510
IBEX Wealth Advisors
New Jersey
$3.58M +$3.58M +38,281 New
FSA
511
Franklin Street Advisors
North Carolina
$3.57M +$3.36M +35,985 +1,643%
Mercer Global Advisors
512
Mercer Global Advisors
Colorado
$3.55M -$486K -5,203 -12%
Mirae Asset Global Investments
513
Mirae Asset Global Investments
South Korea
$3.52M +$970K +10,390 +38%
SG Americas Securities
514
SG Americas Securities
New York
$3.51M -$770K -8,244 -18%
BCCM
515
Bridge Creek Capital Management
Massachusetts
$3.49M +$62.1K +665 +2%
VCM
516
Vision Capital Management
Oregon
$3.49M +$2.43M +26,020 +229%
DY
517
Dowling & Yahnke
California
$3.48M -$196K -2,095 -5%
AFG
518
Albion Financial Group
Utah
$3.46M +$60.3K +645 +2%
ACM
519
Azimuth Capital Management
Michigan
$3.46M +$8.41K +90 +0.2%
KIC
520
Keating Investment Counselors
Florida
$3.44M -$261K -2,795 -7%
SCM
521
Shelton Capital Management
Colorado
$3.44M +$859K +9,200 +33%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$3.41M +$869K +9,306 +34%
HWM
523
Holloway Wealth Management
Florida
$3.41M -$3.47M
BCM
524
Brookstone Capital Management
Illinois
$3.41M +$12.8K +137 +0.4%
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$3.4M +$588K +6,296 +21%