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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 %
PT
576
Plimoth Trust
Massachusetts
$2.89M -$135K -1,443 -4%
WC
577
Woodstock Corp
Massachusetts
$2.88M +$65.4K +700 +2%
SWMG
578
Signature Wealth Management Group
Georgia
$2.86M +$19.2K +206 +0.7%
JG
579
Jefferies Group
New York
$2.84M -$1.46M -15,623 -34%
AC
580
Addenda Capital
Quebec, Canada
$2.83M +$293K +3,133 +12%
BHWA
581
Beacon Harbor Wealth Advisors
Virginia
$2.82M +$942K +10,087 +50%
NC
582
NewSquare Capital
Pennsylvania
$2.81M +$1.28M +13,695 +83%
PP
583
Peconic Partners
New York
$2.8M +$2.8M +30,000 New
SC
584
SouthState Corp
Florida
$2.79M +$541K +5,792 +24%
LSERS
585
Louisiana State Employees Retirement System
Louisiana
$2.78M -$327K -3,500 -11%
LDFR
586
Lehman & Derafelo Financial Resources
Pennsylvania
$2.78M -$46.6K -499 -2%
ACM
587
Alta Capital Management
Utah
$2.77M +$1.28M +13,672 +85%
WAM
588
Wolverine Asset Management
Illinois
$2.76M +$2.76M +29,551 New
SC
589
Stolper & Co
Oklahoma
$2.75M +$2.75M +29,449 New
TF
590
Tompkins Financial
New York
$2.75M -$4.3K -46 -0.2%
Cohen & Steers
591
Cohen & Steers
New York
$2.74M -$88.1K -943 -3%
HAG
592
HighPoint Advisor Group
Illinois
$2.71M +$280K +2,798 +12%
FB
593
Fulton Bank
Pennsylvania
$2.69M +$373K +3,996 +16%
OFG
594
OmniStar Financial Group
North Carolina
$2.67M +$116K +1,245 +5%
MC
595
Moors & Cabot
Massachusetts
$2.66M -$212K -2,277 -7%
BHA
596
Beech Hill Advisors
New York
$2.66M +$2.66M +28,420 New
Wolverine Trading
597
Wolverine Trading
Illinois
$2.65M -$2.63M -26,877 -50%
FAAS
598
First Allied Advisory Services
California
$2.62M +$409K +4,373 +18%
NGA
599
Naples Global Advisors
Florida
$2.61M +$285K +3,056 +12%
RFM
600
Royal Fund Management
Florida
$2.61M -$2M -21,392 -43%
22 23
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