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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 %
SIC
751
Shoker Investment Counsel
Ohio
$1.5M +$203K +2,171 +16%
CIAS
752
Capital Investment Advisory Services
North Carolina
$1.5M +$1M +10,756 +202%
TNB
753
Thomasville National Bank
Georgia
$1.5M -$15.2K -127 -1%
CSM
754
CAMG Solamere Management
North Carolina
$1.5M +$1.5M +16,033 New
ATC
755
Argent Trust Co
Tennessee
$1.49M +$350K +3,749 +31%
SAM
756
Silvercrest Asset Management
New York
$1.49M -$827K -8,857 -36%
HWM
757
Hohimer Wealth Management
Washington
$1.48M -$24.3K -237 -2%
VLC
758
Van Leeuwen & Company
New Jersey
$1.48M +$1.48M +15,791 New
KFA
759
Kays Financial Advisory
Georgia
$1.46M +$138K +1,472 +10%
HT
760
Heritage Trust
Oklahoma
$1.45M -$82.1K -878 -5%
LCM
761
Leisure Capital Management
California
$1.45M +$920K +9,851 +173%
MCM
762
Mengis Capital Management
Oregon
$1.44M +$96.1K +1,029 +7%
Carson Wealth (CWM LLC)
763
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
FAM
764
Foothills Asset Management
Arizona
$1.43M -$122K -1,310 -8%
CWM
765
Cornerstone Wealth Management
Missouri
$1.43M +$520K +5,563 +57%
DWM
766
Dakota Wealth Management
Florida
$1.42M +$1.11M +11,855 +354%
TCOT
767
Trust Company of Toledo
Ohio
$1.42M +$23.8K +255 +2%
BPA
768
Beacon Pointe Advisors
California
$1.41M +$1.41M +15,075 New
BE
769
Bonness Enterprises
District of Columbia
$1.41M – – –
BWP
770
Bernardo Wealth Planning
Pennsylvania
$1.4M -$12.5K -134 -0.9%
VI
771
Vestcor Inc
New Brunswick, Canada
$1.4M +$266K +2,852 +23%
HP
772
Harvey Partners
New York
$1.4M +$1.4M +15,000 New
ACM
773
Alight Capital Management
New York
$1.4M +$1.4M +15,000 New
EM
774
Excalibur Management
Massachusetts
$1.4M +$57.6K +617 +4%
BAM
775
Belpointe Asset Management
Nevada
$1.4M +$1.06M +11,301 +312%
29 30
31
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