UPS icon

United Parcel Service

1,627 hedge funds and large institutions have $54.4B invested in United Parcel Service in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 683 increasing their positions, 620 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+31
Holders Change %
+1.94%
% of All Funds
33.44%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
1.13%
New
149
Increased
683
Reduced
620
Closed
101
Calls
$1.52B
Puts
$1.12B
Net Calls
+$401M
Net Calls Change
-$91.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
1501
Private Ocean
California
$58K
HR
1502
Howe & Rusling
New York
$56K
1IA
1503
1834 Investment Advisors
Wisconsin
$56K
CPA
1504
Cowen Prime Advisors
New York
$55K -$143K -780 -72%
GWS
1505
Glassman Wealth Services
Virginia
$55K +$7.48K +67 +16%
LFG
1506
Larson Financial Group
Missouri
$54K
TFA
1507
Toth Financial Advisory
Virginia
$54K +$112 +1 +0.2%
HDIM
1508
Hanson & Doremus Investment Management
Vermont
$53K
KWM
1509
Keebeck Wealth Management
Illinois
$53K +$53K +481 New
MAWCM
1510
Mine & Arao Wealth Creation & Management
California
$52K +$222 +2 +0.4%
SIM
1511
Sonora Investment Management
Arizona
$51K +$222 +2 +0.4%
CDIA
1512
Capital Directions Investment Advisors
Georgia
$50K
WPA
1513
West Paces Advisors
Georgia
$49K -$4K -36 -8%
GAM
1514
Gemmer Asset Management
California
$49K -$11.4K -102 -19%
FCM
1515
Firestone Capital Management
Florida
$49K
RDWM
1516
Red Door Wealth Management
Tennessee
$49K +$3.29K +30 +7%
RIM
1517
Rockbridge Investment Management
New York
$49K +$49K +441 New
HFM
1518
Harvest Fund Management
China
$45K -$191K -1,690 -81%
TCM
1519
TD Capital Management
Tennessee
$45K +$11.6K +104 +35%
CFO
1520
CVA Family Office
Colorado
$45K +$36.7K +330 +440%
CFG
1521
Capstone Financial Group
Oklahoma
$45K +$45K +390 New
FA
1522
Financial Advantage
Maryland
$44K
FPFS
1523
First Personal Financial Services
North Carolina
$44K
LF
1524
Lee Financial
Texas
$44K +$44K +400 New
FCB
1525
First Command Bank
Texas
$43K