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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 %
CB
401
Cadence Bank
Mississippi
$5.67M +$480K +5,135 +9%
ANI
402
American National Insurance
Texas
$5.66M – – –
IIM
403
Intact Investment Management
Quebec, Canada
$5.63M -$1.28M -13,700 -19%
Twin Tree Management
404
Twin Tree Management
Texas
$5.62M +$5.62M +60,198 New
NB
405
Norinchukin Bank
Japan
$5.6M -$5.06M -54,178 -47%
CK
406
Cohen Klingenstein
New York
$5.58M – – –
Berkshire Hathaway
407
Berkshire Hathaway
Nebraska
$5.55M – – –
EWM
408
Evercore Wealth Management
New York
$5.53M -$599K -6,414 -10%
BMC
409
Benin Management Corp
Connecticut
$5.47M -$65.4K -700 -1%
ABC
410
Associated Banc-Corp
Wisconsin
$5.46M +$196K +2,098 +4%
NAMA
411
Nikko Asset Management Americas
New York
$5.42M +$1.63M +17,410 +43%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$5.39M +$556K +5,950 +12%
KFP
413
Keystone Financial Planning
Ohio
$5.33M +$552K +5,910 +12%
MTC
414
McDaniel Terry & Co
Texas
$5.27M -$8.47M -90,678 -62%
TCM
415
Tufton Capital Management
Maryland
$5.25M +$108K +1,151 +2%
BRA
416
Biechele Royce Advisors
Indiana
$5.24M -$93.5K -1,001 -2%
LDB
417
Lee, Danner & Bass
Tennessee
$5.22M +$671K +7,181 +15%
GT
418
Glenview Trust
Kentucky
$5.2M -$4.78M -51,202 -48%
CBT
419
Capital Bank & Trust
California
$5.18M -$13.1K -140 -0.3%
TCM
420
Telos Capital Management
California
$5.17M +$1.48M +15,856 +40%
EWA
421
EP Wealth Advisors
California
$5.16M -$47.4K -507 -0.9%
GWI
422
Grace & White Inc
New York
$5.14M – – –
UR
423
USCA RIA
Texas
$5.12M -$2.99M -32,049 -37%
SWP
424
Stratos Wealth Partners
Ohio
$5.11M +$1.05M +11,206 +26%
NIM
425
Northeast Investment Management
Massachusetts
$5.08M +$1.96K +21 +0%
15 16
17
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