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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 %
HWA
626
Heritage Way Advisors
Illinois
$2.3M +$2.3M +24,612 New
AT
627
Arden Trust
Delaware
$2.26M -$84.2K -901 -4%
NA
628
NewEdge Advisors
Louisiana
$2.26M +$416K +4,448 +23%
VFA
629
Valeo Financial Advisors
Indiana
$2.25M +$17.4K +176 +0.8%
PFS
630
Prospera Financial Services
Texas
$2.24M -$11.8K -126 -0.5%
SC
631
Sawyer & Company
Massachusetts
$2.23M -$34.1K -365 -2%
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$2.23M +$180K +1,932 +9%
SFA
633
Semmax Financial Advisors
North Carolina
$2.21M +$160K +1,715 +8%
CCM
634
Canal Capital Management
Virginia
$2.2M +$258K +2,764 +13%
NERM
635
New England Research & Management
Illinois
$2.19M +$311K +3,325 +17%
AC
636
Asio Capital
Kentucky
$2.18M +$1.1M +11,753 +102%
IPW
637
Inlet Private Wealth
Florida
$2.15M +$987K +10,572 +85%
CIC
638
Chilton Investment Company
Connecticut
$2.15M -$347K -3,718 -14%
BS
639
Boenning & Scattergood
Pennsylvania
$2.14M +$1.26M +13,484 +143%
DIA
640
Dean Investment Associates
Ohio
$2.14M -$481K -5,153 -18%
SS
641
Sunbelt Securities
Texas
$2.13M -$656K -6,954 -24%
NIC
642
Northwest Investment Counselors
Oregon
$2.12M +$111K +1,189 +6%
Bank of Nova Scotia
643
Bank of Nova Scotia
Ontario, Canada
$2.1M -$11.7M -125,718 -85%
LWANC
644
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.08M +$583K +6,241 +39%
RPSA
645
Richard P. Slaughter Associates
Texas
$2.05M -$9.43K -101 -0.5%
FC
646
Fusion Capital
South Carolina
$2.05M +$35.8K +383 +2%
KA
647
Kintegral Advisory
New York
$2.04M +$228K +2,445 +13%
PA
648
Parallel Advisors
California
$2.04M +$1.48M +15,844 +264%
PAM
649
Palisade Asset Management
Minnesota
$2.04M +$1.96K +21 +0.1%
ZB
650
Zions Bancorporation
Utah
$2.03M +$920K +9,843 +83%
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