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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 %
BCM
426
BTR Capital Management
California
$5.07M +$3.4M +36,380 +204%
GFPC
427
Global Financial Private Capital
Florida
$4.97M +$1.23M +13,154 +33%
MAM
428
Madison Asset Management
Wisconsin
$4.94M -$111K -1,187 -2%
WB
429
WesBanco Bank
West Virginia
$4.93M +$172K +1,845 +4%
AIC
430
Ameritas Investment Company
Nebraska
$4.9M +$4.74M +52,599 +2,846%
IEFM
431
IQ EQ Fund Management
Ireland
$4.88M +$190K +2,030 +4%
DWT
432
Dorsey & Whitney Trust
South Dakota
$4.87M -$38.2K -409 -0.8%
DP
433
Dearborn Partners
Illinois
$4.84M -$6.91K -74 -0.1%
MC
434
Miramar Capital
Illinois
$4.82M +$496K +5,311 +11%
Ensign Peak Advisors
435
Ensign Peak Advisors
Utah
$4.81M -$5.49M -58,744 -53%
IIC
436
Ironwood Investment Counsel
Arizona
$4.81M +$946K +10,127 +24%
Fisher Asset Management
437
Fisher Asset Management
Washington
$4.81M +$429K +4,591 +10%
CWM
438
CIBC World Markets
New York
$4.79M -$18.2M -194,585 -79%
Alyeska Investment Group
439
Alyeska Investment Group
Illinois
$4.79M +$4.79M +51,226 New
MIA
440
MainStreet Investment Advisors
Illinois
$4.77M +$543K +5,818 +13%
EWM
441
Executive Wealth Management
Michigan
$4.77M -$1.21K -13 -0%
TAF
442
Tredje AP-fonden
Sweden
$4.76M +$136K +1,460 +3%
MCP
443
Martin Capital Partners
Oregon
$4.76M +$897K +9,605 +23%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$4.74M +$1.05M +11,357 +29%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$4.6M +$3.36K +36 +0.1%
VanEck Associates
446
VanEck Associates
New York
$4.59M -$141K -1,507 -3%
MMA
447
Miracle Mile Advisors
California
$4.58M -$314K -3,365 -6%
LW
448
Linscomb Wealth
Texas
$4.57M +$280K +3,002 +7%
WAS
449
Wealth Advisory Solutions
Indiana
$4.57M +$1.19M +12,768 +35%
HFS
450
Hantz Financial Services
Michigan
$4.56M +$4.56M +48,817 New
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