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 %
JFA
1501
JNBA Financial Advisors
Minnesota
$35K +$2.32K +25 +7%
WEC
1502
Winslow Evans & Crocker
Massachusetts
$34K
PH
1503
Pinnacle Holdings
Oklahoma
$33.8K +$33.8K +362 New
JSC
1504
Jackson Square Capital
California
$33K
CAL
1505
Capital Advisors Ltd
Ohio
$33K
CAL
1506
Capital Analysts LLC
Pennsylvania
$33K +$1.48K +16 +5%
CIA
1507
Cascade Investment Advisors
Oregon
$32.7K
FWM
1508
FSA Wealth Management
Massachusetts
$31K
RFA
1509
Reilly Financial Advisors
California
$31K +$3.24K +35 +12%
MWC
1510
MBM Wealth Consultants
Missouri
$29K -$12.6K -135 -30%
CCMIC
1511
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28K
SCA
1512
Stonebridge Capital Advisors
Minnesota
$28K
TCM
1513
TD Capital Management
Tennessee
$28K +$28K +300 New
LWA
1514
Lenox Wealth Advisors
New York
$26K +$187 +2 +0.7%
HFA
1515
HC Financial Advisors
California
$25K +$25K +270 New
SC
1516
Solstein Capital
California
$24K
FP
1517
Financial Perspectives
Minnesota
$23.6K
PRC
1518
Pearl River Capital
Michigan
$23K -$339K -3,657 -94%
Loomis, Sayles & Company
1519
Loomis, Sayles & Company
Massachusetts
$23K -$86.6K -926 -79%
MCM
1520
MV Capital Management
Maryland
$23K
IA
1521
IndexIQ Advisors
New York
$23K +$189 +2 +0.8%
MMG
1522
Monetary Management Group
Missouri
$22K -$47.6K -500 -68%
CH
1523
Canton Hathaway
Rhode Island
$21K
TA
1524
Thor Advisors
New York
$20K +$20K +218 New
PMFA
1525
Plante Moran Financial Advisors
Michigan
$19K -$7.51K -79 -28%