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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 %
VFA
476
Voya Financial Advisors
Connecticut
$4.02M +$288K +2,941 +8%
BBI
477
Baxter Bros Inc
Connecticut
$4.02M +$350K +3,748 +10%
NAM
478
NorthCoast Asset Management
Connecticut
$4M +$4M +42,857 New
WA
479
Wambolt & Associates
Colorado
$3.98M -$2.9K -31 -0.1%
ST
480
Spinnaker Trust
Maine
$3.97M +$39.9K +427 +1%
SHGA
481
Sand Hill Global Advisors
California
$3.97M +$163K +1,743 +4%
LBC
482
Lowe Brockenbrough & Co
Virginia
$3.97M +$2.45M +26,188 +161%
TCM
483
Twin Capital Management
Pennsylvania
$3.94M +$3.94M +42,122 New
PCM
484
Princeton Capital Management
New Jersey
$3.93M +$97.5K +1,049 +3%
AIM
485
Anchor Investment Management
South Carolina
$3.91M +$787K +8,421 +25%
Capital Fund Management (CFM)
486
Capital Fund Management (CFM)
France
$3.9M +$3.9M +41,786 New
DBT
487
Dubuque Bank & Trust
Iowa
$3.89M -$240K -2,574 -6%
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$3.89M +$76.5K +819 +2%
KOCAA
489
Knights of Columbus Asset Advisors
Connecticut
$3.87M +$341K +3,650 +10%
Parallax Volatility Advisers
490
Parallax Volatility Advisers
California
$3.85M +$1.45M +15,564 +61%
SIG
491
Sky Investment Group
Connecticut
$3.82M +$85.1K +911 +2%
JAM
492
Jolley Asset Management
North Carolina
$3.77M -$65.9K -706 -2%
PNC
493
Park National Corp
Ohio
$3.77M -$44.2K -473 -1%
RHBC
494
R.H. Bluestein & Co
Michigan
$3.77M +$3.77M +40,317 New
M
495
MOTCO
Texas
$3.76M +$285K +3,054 +8%
MDCM
496
Morgan Dempsey Capital Management
Wisconsin
$3.75M +$3.75M +40,095 New
GAM
497
Griffin Asset Management
New York
$3.72M +$117K +1,252 +3%
PA
498
Pinnacle Associates
New York
$3.72M +$2.03M +21,730 +120%
GH
499
GAM Holding
Switzerland
$3.71M -$3.62M -38,797 -49%
GP
500
Girard Partners
Pennsylvania
$3.71M +$301K +3,227 +9%
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