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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 %
BWM
1476
BerganKDV Wealth Management
Minnesota
$47K -$56.8K -608 -55%
HR
1477
Howe & Rusling
New York
$47K -$7.9K -84 -14%
1IA
1478
1834 Investment Advisors
Wisconsin
$47K
PCM
1479
Pinz Capital Management
New York
$47K +$47K +500 New
LFG
1480
Larson Financial Group
Missouri
$46K
HDIM
1481
Hanson & Doremus Investment Management
Vermont
$45K
TFA
1482
Toth Financial Advisory
Virginia
$45K +$187 +2 +0.4%
WPA
1483
West Paces Advisors
Georgia
$44.6K -$13.5K -144 -23%
MAWCM
1484
Mine & Arao Wealth Creation & Management
California
$44K +$189 +2 +0.4%
SIS
1485
Sound Income Strategies
Florida
$44K +$11.6K +124 +36%
DSC
1486
Duncker Streett & Co
Missouri
$43K
SIM
1487
Sonora Investment Management
Arizona
$43K +$13.1K +139 +44%
VIMU
1488
Veritas Investment Management (UK)
United Kingdom
$42K -$79.3K -850 -65%
CDIA
1489
Capital Directions Investment Advisors
Georgia
$42K
FCM
1490
Firestone Capital Management
Florida
$42K +$6.14K +65 +17%
GWS
1491
Glassman Wealth Services
Virginia
$40K -$8.17K -87 -17%
SBL
1492
Sargent Bickham Lagudis
Colorado
$40K +$16.7K +180 +72%
CM
1493
Capula Management
Cayman Islands
$40K +$40K +432 New
AJ
1494
Ashburton (Jersey)
Jersey
$39K
RDWM
1495
Red Door Wealth Management
Tennessee
$38K +$38K +417 New
FPFS
1496
First Personal Financial Services
North Carolina
$37K -$3.17K -34 -8%
FA
1497
Financial Advantage
Maryland
$37K
MIM
1498
Macroview Investment Management
Maryland
$36K
FCFS
1499
First Command Financial Services
Texas
$36K
FCB
1500
First Command Bank
Texas
$36K