UPS icon

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 %
RP
551
Rowlandmiller & Partners
Georgia
$3.08M -$15.6K -167 -0.5%
BCM
552
Brookmont Capital Management
Texas
$3.07M +$39.8K +426 +1%
AWM
553
Arbor Wealth Management
Florida
$3.07M +$1.24M +13,271 +68%
B
554
Barings
North Carolina
$3.07M -$818K -8,758 -21%
ECM
555
EagleClaw Capital Management
Massachusetts
$3.05M +$18.7K +200 +0.6%
WAM
556
World Asset Management
Michigan
$3.04M -$1.94M -20,750 -39%
HC
557
Hendley & Co
Ohio
$3.03M +$4.67K +50 +0.2%
Nordea Investment Management
558
Nordea Investment Management
Sweden
$3.03M -$2.1K -22 -0.1%
NSIM
559
North Star Investment Management
Illinois
$3.01M +$491K +5,258 +20%
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3M -$586K -6,271 -16%
IMOV
561
Investment Management of Virginia
Virginia
$3M +$1.23M +13,129 +69%
AUB
562
Atlantic Union Bankshares
Virginia
$2.98M +$96.4K +1,032 +3%
BIMC
563
Benson Investment Management Company
Virginia
$2.97M +$58.8K +630 +2%
CWS
564
Cypress Wealth Services
California
$2.96M -$159K -1,704 -5%
EIA
565
Eastover Investment Advisors
North Carolina
$2.95M +$2.95M +31,610 New
CIP
566
Cornerstone Investment Partners
Georgia
$2.93M +$173K +1,851 +6%
TCOK
567
Trust Company of Kansas
Kansas
$2.93M +$2.93M +31,325 New
MNG
568
Manning & Napier Group
New York
$2.93M -$25M -267,744 -90%
LRPA
569
L. Roy Papp & Associates
Arizona
$2.92M -$425K -4,546 -13%
NSAM
570
North Star Asset Management
Wisconsin
$2.92M -$169K -1,806 -5%
PWS
571
Peloton Wealth Strategists
Indiana
$2.91M +$334K +3,573 +13%
HCM
572
Horrell Capital Management
Arkansas
$2.91M +$16K +171 +0.6%
AWP
573
Ascent Wealth Partners
New York
$2.9M +$42.4K +454 +1%
BAM
574
Barrett Asset Management
New York
$2.89M -$250K -2,675 -8%
IAA
575
Independent Advisor Alliance
North Carolina
$2.89M -$253K -2,711 -8%
21 22
23
24 25