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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 %
CF
1276
Corrigan Financial
Rhode Island
$276K
CA
1277
Claro Advisors
Massachusetts
$275K -$3.73K -40 -1%
CWA
1278
Clarity Wealth Advisors
California
$274K -$5.5K -59 -2%
MBT
1279
Montecito Bank & Trust
California
$274K +$14.5K +155 +6%
BWM
1280
Baystate Wealth Management
Massachusetts
$273K +$93 +1 +0%
OC
1281
Oarsman Capital
Wisconsin
$273K +$273K +2,926 New
LNB
1282
Ledyard National Bank
$272K -$23.8K -255 -8%
PWAP
1283
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$272K +$4.95K +54 +2%
WP
1284
WMS Partners
Maryland
$271K
BOPW
1285
Brandywine Oak Private Wealth
Pennsylvania
$270K -$159K -1,708 -37%
AssetMark Inc
1286
AssetMark Inc
California
$270K +$2.06K +22 +0.8%
CAAS
1287
Capital Asset Advisory Services
Michigan
$270K +$27.4K +302 +11%
LOPW
1288
Live Oak Private Wealth
North Carolina
$270K +$270K +2,894 New
SIM
1289
Stratos Investment Management
Ohio
$269K -$327K -3,491 -55%
LWCFA
1290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K -$44.4K -475 -14%
EFS
1291
Essex Financial Services
Connecticut
$269K +$33.2K +356 +14%
NP
1292
NorthRock Partners
Minnesota
$268K -$206K -2,207 -43%
Rafferty Asset Management
1293
Rafferty Asset Management
New York
$268K -$38.2K -409 -12%
CAW
1294
Cornerstone Advisors (Washington)
Washington
$268K +$12.1K +130 +5%
RFN
1295
RDA Financial Network
Iowa
$266K +$14.5K +155 +6%
SWM
1296
Segment Wealth Management
Texas
$264K -$255K -2,729 -49%
GC
1297
Grace Capital
Massachusetts
$262K
ZIC
1298
ZWJ Investment Counsel
Georgia
$261K -$25K -268 -9%
ED
1299
Exane Derivatives
France
$260K -$147K -1,578 -36%
DA
1300
Dillon & Associates
Michigan
$260K -$2.06M -22,190 -89%