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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 %
BCV
651
Banque Cantonale Vaudoise
Switzerland
$2.03M +$223K +2,392 +12%
CAM
652
CenterStar Asset Management
Illinois
$2.01M – – –
AP
653
Advisor Partners
California
$1.99M +$581K +6,226 +41%
SL
654
Summitry LLC
California
$1.99M +$134K +1,437 +7%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M +$434K +4,644 +28%
BC
656
Burney Company
Virginia
$1.98M +$201K +2,157 +11%
SCA
657
Stokes Capital Advisors
South Carolina
$1.97M +$27.7K +297 +1%
AWM
658
Avitas Wealth Management
California
$1.96M +$148K +1,582 +8%
Lazard Asset Management
659
Lazard Asset Management
New York
$1.96M -$8.74M -93,598 -82%
Teacher Retirement System of Texas
660
Teacher Retirement System of Texas
Texas
$1.94M +$481K +5,148 +33%
MCM
661
Monument Capital Management
Virginia
$1.93M -$6.26K -67 -0.3%
GLA
662
Great Lakes Advisors
Illinois
$1.92M -$72.3K -774 -4%
SFI
663
Susquehanna Fundamental Investments
Pennsylvania
$1.92M +$1.92M +20,600 New
EWA
664
Evolution Wealth Advisors
Florida
$1.92M +$1.91M +20,429 +21,504%
BAM
665
Boyar Asset Management
New York
$1.91M -$133K -1,419 -6%
GWMIA
666
Global Wealth Management Investment Advisory
Florida
$1.91M +$244K +2,614 +15%
CB
667
Community Bank
New York
$1.91M +$348K +3,730 +22%
MIAN
668
Mariner Independent Advisor Network
Kansas
$1.91M +$168K +1,856 +10%
CG
669
Colony Group
Massachusetts
$1.9M -$67.8K -726 -3%
IC
670
Intersect Capital
California
$1.9M -$52.8K -565 -3%
HCA
671
Horan Capital Advisors
Ohio
$1.9M +$1.69M +18,097 +828%
TW
672
TrinityPoint Wealth
Connecticut
$1.89M +$1.89M +20,202 New
BBVA
673
Banco Bilbao Vizcaya Argentaria
Spain
$1.88M -$982K -10,512 -34%
ACA
674
Aptus Capital Advisors
Alabama
$1.88M -$806K -8,635 -30%
MPAM
675
Murphy Pohlad Asset Management
Minnesota
$1.88M +$336K +3,600 +22%
25 26
27
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