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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 %
WLPWM
1551
Walled Lake Planning & Wealth Management
Illinois
$10K +$95 +1 +1%
RCC
1552
Red Cedar Capital
Nebraska
$10K +$93 +1 +0.9%
HGWM
1553
Harvest Group Wealth Management
Massachusetts
$10K +$179 +2 +2%
PWMG
1554
Prestige Wealth Management Group
New Jersey
$9K -$276 -3 -3%
AWM
1555
AllSquare Wealth Management
New York
$9K
DOA
1556
D'Orazio & Associates
Virginia
$9K
WOC
1557
West Oak Capital
California
$9K
AW
1558
Avion Wealth
Texas
$9K +$9K +97 New
FGAM
1559
Financial Gravity Asset Management
Texas
$8.08K -$4.79K -51 -37%
CFN
1560
Cordasco Financial Network
Florida
$8K
JIR
1561
James Investment Research
Ohio
$8K
SQA
1562
Simon Quick Advisors
New Jersey
$8K +$3.65K +37 +84%
LFG
1563
LifePlan Financial Group
Ohio
$7K
RIA
1564
RPG Investment Advisory
California
$7K
CFO
1565
CVA Family Office
Colorado
$7K +$7K +75 New
SA
1566
SRH Advisors
Kansas
$6K
EWM
1567
Endurance Wealth Management
Rhode Island
$5K -$7.5K -75 -60%
CCA
1568
Column Capital Advisors
Indiana
$5K -$3.6K -36 -42%
SMFS
1569
Squar Milner Financial Services
California
$5K
CWA
1570
Carolina Wealth Advisors
South Carolina
$5K
CMA
1571
Cedar Mountain Advisors
Oregon
$5K
EWM
1572
Elmwood Wealth Management
California
$4.57K +$4.57K +44 New
TI
1573
tru Independence
Oregon
$4.48K -$3.93K -42,060 -47%
CCM
1574
Cox Capital Management
Massachusetts
$4K +$4K +38 New
CWA
1575
Core Wealth Advisors
Florida
$4K +$3.54K +38 +760%