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United Parcel Service

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
1751
Summit X LLC
Missouri
$8.33K -$275 -156 -3%
EWM
1752
Endurance Wealth Management
Rhode Island
$8K
CMA
1753
Cedar Mountain Advisors
Oregon
$8K
CCA
1754
Column Capital Advisors
Indiana
$8K
EWM
1755
Elmwood Wealth Management
California
$8K
CWA
1756
Carolina Wealth Advisors
South Carolina
$8K
JWM
1757
Janiczek Wealth Management
Colorado
$8K +$8K +48 New
AJ
1758
Ashburton (Jersey)
Jersey
$7K
AS
1759
Altshuler Shaham
Israel
$7K +$7K +44 New
BWA
1760
BDO Wealth Advisors
Florida
$6K +$3.17K +19 +112%
RA
1761
Rational Advisors
New York
$6K +$3.82K +21 +175%
NIM
1762
NuWave Investment Management
New Jersey
$5K -$838K -5,529 -99%
HWM
1763
HighMark Wealth Management
Minnesota
$5K +$152 +1 +3%
CWA
1764
Core Wealth Advisors
Florida
$5K +$4.19K +26 +520%
IF
1765
Ironwood Financial
Arizona
$5K +$5K +30 New
FWM
1766
Focused Wealth Management
New York
$4K -$7.27K -40 -65%
LWA
1767
Lowe Wealth Advisors
Maryland
$4K
TIM
1768
Tortoise Investment Management
New York
$4K
CA
1769
Crewe Advisors
Utah
$4K +$4K +22 New
GC
1770
Globeflex Capital
California
$3K
WAS
1771
Winch Advisory Services
Wisconsin
$3K
PWM
1772
Provident Wealth Management
Tennessee
$3K +$3K +19 New
BHB
1773
Bank Hapoalim BM
Israel
$2.07K -$802 -4,815 -28%
TFA
1774
Transamerica Financial Advisors
Florida
$2K -$654K -2,290 -100%
SMG
1775
Spectrum Management Group
Indiana
$2K +$2K +10 New