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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 %
SCM
701
Stellar Capital Management
Arizona
$1.73M -$198K -2,124 -10%
CPO
702
Cerity Partners OCIO
New York
$1.72M +$39.1K +419 +2%
NRS
703
Neville Rodie & Shaw
New York
$1.71M -$198K -2,122 -10%
WWM
704
Willingdon Wealth Management
North Carolina
$1.71M -$263K -2,819 -13%
SCM
705
Southport Capital Management
Tennessee
$1.71M +$1.23M +13,149 +257%
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$1.7M -$714K -7,647 -30%
MWM
707
Madison Wealth Management
Ohio
$1.7M +$1.7M +18,205 New
NCM
708
Novare Capital Management
North Carolina
$1.7M +$50.3K +538 +3%
FMTCOCP
709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.68M +$48.1K +515 +3%
PCA
710
Providence Capital Advisors
North Carolina
$1.67M +$498K +5,328 +42%
KWM
711
Kingsview Wealth Management
Oregon
$1.67M +$235K +2,518 +16%
IRF
712
IBM Retirement Fund
New York
$1.67M +$582K +6,229 +54%
PFS
713
Physicians Financial Services
North Carolina
$1.66M +$38.3K +410 +2%
CCMINC
714
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.66M -$17.1K -183 -1%
TA
715
Townsend & Associates
Colorado
$1.66M -$140K -1,505 -8%
Cetera Investment Advisers
716
Cetera Investment Advisers
Illinois
$1.64M +$376K +4,025 +30%
AAF
717
Andra AP-fonden
Sweden
$1.64M +$420K +4,500 +34%
BUB
718
BBVA USA Bancshares
Texas
$1.63M -$261K -2,788 -14%
FA
719
FDx Advisors
Illinois
$1.63M +$75.2K +805 +5%
IBOK
720
Independence Bank of Kentucky
Kentucky
$1.63M +$224K +2,395 +16%
BA
721
Bristlecone Advisors
Washington
$1.62M -$313K -3,347 -16%
MHC
722
Meyer Handelman Company
New York
$1.61M -$215K -2,301 -12%
AMIM
723
Aull & Monroe Investment Management
Alabama
$1.61M -$9.34K -100 -0.6%
BHB
724
Bank Hapoalim BM
Israel
$1.61M +$175K +1,872 +12%
ASN
725
Advisory Services Network
Georgia
$1.6M +$598K +6,408 +60%