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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
1
Franklin Resources
California
$923M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$356M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.41B
4
UBS Group
4
UBS Group
Switzerland
$460M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$947M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$419M
2
Capital International Investors
2
Capital International Investors
California
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B
4
VVP
4
Vulcan Value Partners
Alabama
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$329M -$81M -867,255 -20%
Boston Partners
27
Boston Partners
Massachusetts
$316M -$202M -2,163,230 -39%
Primecap Management
28
Primecap Management
California
$313M -$18.5M -198,100 -6%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$286M -$26.5M -284,155 -8%
JIM
30
Jensen Investment Management
Oregon
$284M +$31.4M +336,085 +12%
RJA
31
Raymond James & Associates
Florida
$275M +$30.6M +328,056 +13%
UBS AM
32
UBS AM
Illinois
$273M +$28.9M +309,709 +12%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$271M +$15.3M +163,426 +6%
FNBT
34
FineMark National Bank & Trust
Florida
$264M -$126K -1,354 -0%
Swiss National Bank
35
Swiss National Bank
Switzerland
$254M +$48.3M +517,500 +24%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$233M -$5.51M -59,016 -2%
AAMU
37
Amundi Asset Management US
Massachusetts
$231M -$28.8M -307,801 -11%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$224M +$5.44M +58,258 +2%
Morgan Stanley
39
Morgan Stanley
New York
$220M -$17.2M -184,436 -7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$195M +$49.5M +529,568 +34%
American Century Companies
41
American Century Companies
Missouri
$195M +$41M +439,168 +27%
MCM
42
Manchester Capital Management
Vermont
$180M -$27.5M -294,335 -13%
Truist Financial
43
Truist Financial
North Carolina
$175M +$3.46M +37,082 +2%
Deutsche Bank
44
Deutsche Bank
Germany
$171M +$30M +321,655 +21%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$169M +$6.93M +74,200 +4%
EVM
46
Eaton Vance Management
Massachusetts
$164M -$7.29M -78,060 -4%
PPA
47
Parametric Portfolio Associates
Washington
$158M -$44.7M -478,011 -22%
LCOV
48
London Company of Virginia
Virginia
$156M -$4.95M -53,009 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$147M -$8.07M -86,434 -5%
Stifel Financial
50
Stifel Financial
Missouri
$145M +$66.7M +714,501 +85%
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