UPS icon

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 %
CA
301
Cullinan Associates
Kentucky
$9.21M -$1.12M -12,000 -11%
MSE
302
MUFG Securities EMEA
United Kingdom
$9.07M +$9.07M +97,100 New
Natixis Advisors
303
Natixis Advisors
Massachusetts
$9.04M -$1.42M -15,242 -14%
IAIM
304
International Assets Investment Management
Florida
$9.02M +$9.02M +96,557 New
CM
305
Churchill Management
California
$9.01M +$9.01M +96,453 New
BCP
306
Blue Chip Partners
Michigan
$8.99M +$162K +1,739 +2%
MOACM
307
Mutual of America Capital Management
New York
$8.93M +$101K +1,080 +1%
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$8.93M -$7.44M -79,612 -45%
GIP
309
Greatmark Investment Partners
Georgia
$8.91M +$644K +6,895 +8%
FCI
310
Financial Counselors Inc
Kansas
$8.91M +$3.09M +33,042 +53%
PI
311
PineBridge Investments
New York
$8.87M +$3.97M +42,510 +81%
HIMC
312
Heritage Investors Management Corp
Maryland
$8.79M -$230K -2,464 -3%
PWLP
313
Prio Wealth Limited Partnership
Massachusetts
$8.79M -$38K -407 -0.4%
BOS
314
Bingham Osborn & Scarborough
California
$8.76M -$135K -1,443 -2%
GI
315
Gradient Investments
Minnesota
$8.73M +$1.3M +13,957 +18%
LIM
316
Lathrop Investment Management
Arkansas
$8.58M -$393K -4,210 -4%
ELC
317
Edgar Lomax Company
Virginia
$8.58M -$7.01K -75 -0.1%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$8.56M +$3.46M +36,989 +68%
BHWM
319
Bar Harbor Wealth Management
New Hampshire
$8.51M -$4.77K -51 -0.1%
KCM
320
Kornitzer Capital Management
Kansas
$8.47M +$3.21M +34,370 +61%
PI
321
PFS Investments
Georgia
$8.39M +$4.45M +47,636 +113%
RJT
322
Raymond James Trust
Florida
$8.13M +$1.01M +10,773 +14%
EP
323
Edgestream Partners
New Jersey
$8M -$1.45M -15,531 -15%
GC
324
Grimes & Company
Massachusetts
$7.92M +$143K +1,528 +2%
OCM
325
Olstein Capital Management
New York
$7.85M +$1.77M +19,000 +29%
11 12
13
14 15