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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 %
TFO
1301
Tarbox Family Office
California
$260K +$7.47K +80 +3%
SW
1302
SteelPeak Wealth
California
$260K +$260K +2,784 New
TFA
1303
Teamwork Financial Advisors
Texas
$257K +$257K +2,751 New
MFG
1304
MidWestOne Financial Group
Iowa
$256K -$29.9K -320 -10%
CFS
1305
Cannon Financial Strategists
Georgia
$255K
SG
1306
StoneX Group
New York
$255K -$84.9K -910 -25%
FMTC
1307
Farmers & Merchants Trust Company
California
$255K -$467 -5 -0.2%
FAM
1308
Formidable Asset Management
Ohio
$254K +$254K +2,717 New
BBA
1309
BLB&B Advisors
Pennsylvania
$252K -$524K -5,621 -68%
WBC
1310
West Branch Capital
Massachusetts
$252K -$18.1K -194 -7%
TCPWM
1311
Traverso Chambers Private Wealth Management
California
$252K -$8.03K -86 -3%
KLWA
1312
Kelly Lawrence W & Associates
California
$252K
GHAM
1313
Gilman Hill Asset Management
Connecticut
$252K +$46.7K +500 +23%
VCP
1314
Verus Capital Partners
Arizona
$252K +$68.4K +732 +37%
MWM
1315
Mattern Wealth Management
Kansas
$251K +$251K +2,689 New
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$250K -$119K -1,279 -32%
RIM
1317
Regent Investment Management
Kentucky
$250K +$56K +600 +29%
AFP
1318
Ausdal Financial Partners
Iowa
$250K +$68K +671 +37%
MGIM
1319
M&G Investment Management
United Kingdom
$249K -$905K -9,748 -78%
ESB
1320
Essex Savings Bank
Connecticut
$249K -$32.5K -348 -12%
BL
1321
Balentine LLC
Georgia
$248K +$80.4K +861 +48%
MWM
1322
Mission Wealth Management
California
$247K +$25.3K +271 +11%
CPIG
1323
Chicago Partners Investment Group
Illinois
$246K +$26K +253 +12%
FA
1324
FCG Advisors
New Jersey
$243K -$11.4K -122 -4%
PC
1325
Peavine Capital
Nevada
$243K