UPS icon

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 %
LWAC
526
Laurel Wealth Advisors (California)
California
$3.34M +$1.26M +13,515 +61%
O
527
Ossiam
France
$3.32M +$3.2M +34,230 +2,549%
WAM
528
Weiss Asset Management
Massachusetts
$3.32M +$3.12M +33,409 +1,598%
SS
529
Simplicity Solutions
Minnesota
$3.3M +$958K +10,250 +41%
BF
530
BOK Financial
Oklahoma
$3.29M +$262K +2,801 +9%
OIM
531
Opus Investment Management
Massachusetts
$3.29M +$271K +2,900 +9%
MCM
532
Mattern Capital Management
Colorado
$3.28M +$89.6K +959 +3%
BRM
533
Boston Research & Management
Massachusetts
$3.27M -$104K -1,114 -3%
SIA
534
SeaBridge Investment Advisors
New Jersey
$3.25M -$14K -150 -0.4%
SC
535
Skylands Capital
Wisconsin
$3.25M +$1.84M +19,685 +130%
MCM
536
Murphy Capital Management
New Jersey
$3.25M +$118K +1,259 +4%
MFG
537
Monte Financial Group
Connecticut
$3.25M +$554K +5,927 +21%
WIC
538
Woodmont Investment Counsel
Tennessee
$3.24M +$2.03M +21,776 +168%
PP
539
PDS Planning
Ohio
$3.24M +$10.8K +116 +0.3%
CCM
540
Cadence Capital Management
Massachusetts
$3.23M +$452K +4,843 +16%
PSC
541
Prentiss Smith & Co
Vermont
$3.2M +$58.7K +628 +2%
AF
542
Ally Financial
Michigan
$3.18M +$2.34M +25,000 +278%
PP
543
Patten & Patten
Tennessee
$3.13M +$3.13M +33,481 New
RC
544
RegentAtlantic Capital
New Jersey
$3.13M +$15.2K +163 +0.5%
SPIA
545
Steward Partners Investment Advisory
New York
$3.1M +$578K +6,190 +23%
SPC
546
Sigma Planning Corp
Michigan
$3.1M -$672K -7,192 -18%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$3.1M +$285K +3,054 +10%
SWM
548
SVA Wealth Management
Wisconsin
$3.09M +$305K +3,266 +11%
BIAS
549
Beacon Investment Advisory Services
New Jersey
$3.09M -$1.71M -18,273 -36%
BSW
550
Buckingham Strategic Wealth
Missouri
$3.08M -$129K -1,386 -4%