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United Parcel Service
UPS

Overview Fund Activity

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

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$319M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$133M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
4
UBS Group
UBS Group
Switzerland
+$124M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$908M
2
Capital International Investors
Capital International Investors
California
-$586M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$415M
4
VVP
Vulcan Value Partners
Alabama
-$259M
5
Boston Partners
Boston Partners
Massachusetts
-$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
Merriman Wealth Management
Washington
$12.4M -$127K -1,363 -1%
GGI
252
Godsey & Gibb Inc
Virginia
$12.1M -$27.7K -296 -0.2%
BCM
253
Bridgeway Capital Management
Texas
$12M -$439K -4,700 -4%
CGH
254
Crossmark Global Holdings
Texas
$11.9M -$139K -1,485 -1%
TPSF
255
Texas Permanent School Fund
Texas
$11.9M +$317K +3,398 +3%
EHC
256
Everett Harris & Co
California
$11.9M -$2.69M -28,743 -18%
ASRS
257
Arizona State Retirement System
Arizona
$11.8M -$522K -5,587 -4%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$11.7M -$5M -53,543 -30%
ACM
259
Argent Capital Management
Missouri
$11.6M -$517K -5,536 -4%
CTA
260
Carillon Tower Advisers
Florida
$11.5M -$462K -5,112 -4%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$11.5M -$2.66M -28,494 -19%
BC
262
Bartlett & Co
Ohio
$11.5M +$11.5M +123,209 New
TAM
263
Trillium Asset Management
Massachusetts
$11.5M +$2.31M +24,726 +25%
HI
264
Hendershot Investments
Virginia
$11.4M +$655K +7,015 +6%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$11.3M +$1.73M +18,564 +18%
AQR Capital Management
266
AQR Capital Management
Connecticut
$11.3M +$10.8M +115,099 +1,900%
PFC
267
Poplar Forest Capital
California
$11.3M +$867K +9,284 +8%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$11.3M +$525K +5,625 +5%
FBP
269
Flippin Bruce & Porter
Virginia
$11.3M +$718K +7,688 +7%
CWP
270
Capital Wealth Planning
Florida
$11.1M +$2.1M +22,523 +23%
DIA
271
Davidson Investment Advisors
Montana
$10.9M -$210K -2,245 -2%
AB
272
Amalgamated Bank
New York
$10.9M -$343K -3,674 -3%
RIG
273
RiverFront Investment Group
Virginia
$10.9M +$4.52M +54,409 +71%
Calamos Advisors
274
Calamos Advisors
Illinois
$10.9M -$1.05M -11,209 -9%
WBC
275
Westpac Banking Corp
Australia
$10.8M -$420K -4,493 -4%
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