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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 %
FNT
601
First National Trust
Pennsylvania
$2.61M +$1.18M +12,651 +83%
III
602
Independent Investors Inc
New York
$2.6M – – –
BLAM
603
Bourne Lent Asset Management
New York
$2.6M +$11.2K +120 +0.4%
SC
604
Schulhoff & Co
Ohio
$2.59M +$66.5K +712 +3%
IAN
605
Integrated Advisors Network
Texas
$2.56M -$841 -9 -0%
VWM
606
Valley Wealth Managers
New Jersey
$2.54M +$382K +4,090 +18%
PP
607
Pegasus Partners
Wisconsin
$2.53M +$870K +9,312 +52%
NHC
608
Nicholas Hoffman & Company
Georgia
$2.52M +$255K +2,732 +11%
AMI
609
Amica Mutual Insurance
Rhode Island
$2.48M +$2.48M +26,586 New
VCA
610
Verdence Capital Advisors
Maryland
$2.46M +$344K +3,682 +16%
BW
611
Bison Wealth
Georgia
$2.44M -$125K -1,336 -5%
V
612
Veritable
Delaware
$2.43M -$224K -2,394 -8%
S
613
Surevest
California
$2.43M +$2.43M +26,010 New
CC
614
Courier Capital
New York
$2.4M +$135K +1,338 +6%
HC
615
HNP Capital
New York
$2.4M +$2.4M +23,807 New
CANC
616
Culbertson A N & Co
Virginia
$2.39M -$135K -1,448 -5%
CHC
617
City Holding Co
West Virginia
$2.37M -$131K -1,400 -5%
EOJOAM
618
E. Ohman J:or Asset Management
Sweden
$2.36M -$916K -9,800 -28%
BCM
619
Birch Capital Management
Texas
$2.35M +$90.1K +964 +4%
Wealthfront Advisers
620
Wealthfront Advisers
California
$2.35M +$480K +5,142 +26%
BCFS
621
Butensky & Cohen Financial Security
Florida
$2.34M +$160K +1,715 +7%
AAA
622
Adams Asset Advisors
Texas
$2.34M -$568K -6,077 -20%
BIA
623
BMT Investment Advisors
Pennsylvania
$2.33M – – –
RWM
624
Rench Wealth Management
Texas
$2.33M +$43.3K +463 +2%
RIM
625
Redpoint Investment Management
Australia
$2.32M +$45K +482 +2%
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