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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 %
GG
726
Gofen & Glossberg
Illinois
$1.59M -$23.5K -251 -1%
PAMG
727
Patton Albertson Miller Group
Tennessee
$1.59M +$155K +1,659 +11%
AIMCA
728
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.58M -$4.26M -45,600 -73%
CIM
729
Chapman Investment Management
California
$1.58M +$1.07M +11,461 +211%
BCAM
730
Boston Common Asset Management
Massachusetts
$1.58M +$64.9K +695 +4%
BONST
731
Bank of Nova Scotia Trust
Ontario, Canada
$1.57M -$1.75M -18,782 -53%
TCOV
732
Trust Company of Vermont
Vermont
$1.57M -$187K -1,999 -11%
AAS
733
Avantax Advisory Services
Texas
$1.57M +$221K +2,371 +16%
OIA
734
Optimum Investment Advisors
Illinois
$1.57M -$169K -1,810 -10%
PMG
735
ProVise Management Group
Florida
$1.57M -$148K -1,579 -9%
AAM
736
Auxier Asset Management
Oregon
$1.57M +$3.64K +39 +0.2%
SSWM
737
Smith Salley Wealth Management
North Carolina
$1.56M -$53.4K -571 -3%
MCG
738
MACRO Consulting Group
New Jersey
$1.56M +$37.4K +402 +2%
Luther King Capital Management (LKCM)
739
Luther King Capital Management (LKCM)
Texas
$1.55M -$415K -4,446 -21%
MFWM
740
Motley Fool Wealth Management
Virginia
$1.55M +$402K +4,299 +35%
CG
741
Caprock Group
Idaho
$1.55M +$632K +6,764 +69%
FMW
742
Farr Miller & Washington
District of Columbia
$1.54M +$89.3K +956 +6%
SCM
743
Sterneck Capital Management
Missouri
$1.54M +$261K +2,790 +20%
KCM
744
Kempner Capital Management
Texas
$1.54M +$1.54M +16,450 New
AW
745
ACG Wealth
Georgia
$1.54M -$129K -1,385 -8%
WCA
746
Westover Capital Advisors
Delaware
$1.53M +$1.31M +14,020 +605%
HCM
747
Howland Capital Management
Massachusetts
$1.52M -$87.8K -940 -5%
Bessemer Group
748
Bessemer Group
New Jersey
$1.52M +$69.8K +747 +5%
FTI
749
Fiduciary Trust International
Massachusetts
$1.51M +$1.51M +16,160 New
HI
750
Harrington Investments
California
$1.51M +$16.4K +175 +1%
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