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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 %
GC
326
Gilbert & Cook
Iowa
$7.84M -$779K -8,334 -9%
TYCC
327
Texas Yale Capital Corp
Florida
$7.82M -$13.1K -140 -0.2%
CSS
328
Cubist Systematic Strategies
Connecticut
$7.8M -$3.63M -38,849 -32%
SFWA
329
Summit Financial Wealth Advisors
Louisiana
$7.77M +$3.33M +34,813 +75%
SAM
330
Shell Asset Management
Netherlands
$7.7M -$1.39M -14,862 -15%
SW
331
SVB Wealth
Massachusetts
$7.67M +$6.94M +74,259 +946%
GIA
332
Guyasuta Investment Advisors
Pennsylvania
$7.66M -$236K -2,523 -3%
TU
333
TDAM USA
Ontario, Canada
$7.65M -$730K -7,812 -9%
ISB
334
Iowa State Bank
Iowa
$7.64M +$66.4K +711 +0.9%
VWM
335
Venturi Wealth Management
Texas
$7.62M -$213K -2,278 -3%
IECM
336
Intrinsic Edge Capital Management
Illinois
$7.62M +$7.62M +81,511 New
MAA
337
Matrix Asset Advisors
New York
$7.58M +$1.19M +12,721 +19%
SGK
338
Steigerwald Gordon & Koch
Virginia
$7.56M -$175K -1,874 -2%
S
339
SignatureFD
Georgia
$7.54M -$1.17M -12,555 -13%
ECM
340
ETrade Capital Management
Virginia
$7.51M +$1.16M +12,443 +18%
9WM
341
9258 Wealth Management
Ohio
$7.48M +$1.87M +18,272 +33%
JC
342
Jacobs & Co
California
$7.47M +$163K +1,740 +2%
CC
343
Carlson Capital
Texas
$7.46M +$1.76M +18,811 +31%
MML Investors Services
344
MML Investors Services
Massachusetts
$7.45M +$1.05M +11,257 +16%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$7.44M +$598K +6,400 +9%
KIA
346
KCM Investment Advisors
California
$7.39M -$459K -4,918 -6%
FRAF
347
Första AP-fonden
Sweden
$7.37M +$7.37M +78,900 New
CCT
348
Country Club Trust
Missouri
$7.31M +$7.63K +78 +0.1%
CA
349
Cornerstone Advisors
North Carolina
$7.25M – – –
SFG
350
StrategIQ Financial Group
Indiana
$7.23M -$14.7K -157 -0.2%
12 13
14
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