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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 %
PBC
676
Pavion Blue Capital
California
$1.88M -$357K -3,816 -16%
GLA
677
Good Life Advisors
Pennsylvania
$1.88M -$11.6K -124 -0.6%
FA
678
Fortis Advisors
Pennsylvania
$1.88M +$747 +8 +0%
RC
679
Roundview Capital
New Jersey
$1.88M -$55.4K -593 -3%
TNA
680
True North Advisors
Texas
$1.87M -$120K -1,281 -6%
AAMA
681
Advanced Asset Management Advisors
Ohio
$1.87M – – –
IR
682
IAT Reinsurance
New York
$1.87M – – –
MCM
683
Moore Capital Management
New York
$1.87M +$1.87M +20,000 New
SLI
684
Sumitomo Life Insurance
Japan
$1.86M +$25K +268 +1%
APP
685
Avantax Planning Partners
Iowa
$1.85M +$824K +8,823 +80%
CI
686
Cigna Investments
Connecticut
$1.85M +$112K +1,200 +6%
Kayne Anderson Rudnick Investment Management
687
Kayne Anderson Rudnick Investment Management
California
$1.84M +$516K +5,527 +39%
VAS
688
Vestmark Advisory Solutions
Massachusetts
$1.84M +$38.7K +414 +2%
PCTC
689
Perkins Coie Trust Company
Washington
$1.84M -$51.5K -552 -3%
SA
690
Strategic Advisors
New York
$1.82M +$559K +5,658 +44%
HIM
691
Harbour Investment Management
Washington
$1.82M +$92K +985 +5%
ECM
692
Everence Capital Management
Indiana
$1.82M +$455K +4,870 +33%
CRIG
693
Charter Research & Investment Group
Connecticut
$1.81M +$1.81M +19,410 New
CNBT
694
Canandaigua National Bank & Trust
New York
$1.79M +$119K +1,274 +7%
ONB
695
Old National Bancorp
Indiana
$1.78M -$310K -3,321 -15%
SB
696
Simmons Bank
Arkansas
$1.78M +$578K +6,189 +48%
EF
697
Exeter Financial
Arizona
$1.76M +$257K +2,750 +17%
QP
698
Quilter Plc
United Kingdom
$1.75M +$4.48K +48 +0.3%
PGFC
699
Peapack-Gladstone Financial Corp
New Jersey
$1.75M +$105K +1,122 +6%
MIM
700
Miller Investment Management
Pennsylvania
$1.73M – – –
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