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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 %
AJ
1601
Ashburton (Jersey)
Jersey
$7K -$39.7K -352 -85%
FWM
1602
Focused Wealth Management
New York
$7K -$8.58K -76 -55%
SA
1603
SRH Advisors
Kansas
$7K
CWA
1604
Carolina Wealth Advisors
South Carolina
$6K
EWM
1605
Endurance Wealth Management
Rhode Island
$6K
CMA
1606
Cedar Mountain Advisors
Oregon
$6K
DTIM
1607
Danda Trouve Investment Management
Kansas
$6K +$6K +50 New
MFT
1608
Moisand Fitzgerald Tamayo
Florida
$6K +$6K +56 New
TI
1609
tru Independence
Oregon
$5.19K -$135 -1,217 -3%
CCA
1610
Column Capital Advisors
Indiana
$5K
HWM
1611
HighMark Wealth Management
Minnesota
$4K
SFG
1612
Sowa Financial Group
Rhode Island
$4K
LWM
1613
Lenox Wealth Management
Ohio
$4K
LWA
1614
Lowe Wealth Advisors
Maryland
$3K
TIM
1615
Tortoise Investment Management
New York
$3K
APWM
1616
Atlas Private Wealth Management
New York
$3K
BWA
1617
BDO Wealth Advisors
Florida
$2K
GC
1618
Globeflex Capital
California
$2K
WAS
1619
Winch Advisory Services
Wisconsin
$2K
AWM
1620
Apollon Wealth Management
South Carolina
$2K +$2K +20 New
JG
1621
Jefferies Group
New York
$1.97K -$1.41K -12,652 -42%
FCH
1622
Freestone Capital Holdings
Washington
$1.76K +$29 +259 +2%
CWA
1623
Core Wealth Advisors
Florida
$1K -$7.6K -38 -88%
RTC
1624
Riverview Trust Company
Washington
$1K
UFF
1625
USA Financial Formulas
Michigan
$1K +$1K +8 New