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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 %
HGWM
801
Horst & Graben Wealth Management
Oregon
$1.28M +$1.28M +13,670 New
BRWA
802
B. Riley Wealth Advisors
Florida
$1.27M +$509K +5,443 +67%
CAM
803
Cresset Asset Management
Illinois
$1.26M +$114K +1,223 +10%
MME
804
Meag Munich Ergo
Germany
$1.26M -$870K -9,313 -41%
DWA
805
Douglass Winthrop Advisors
New York
$1.26M -$16.2K -174 -1%
UAS
806
United Asset Strategies
New York
$1.25M -$11.4K -122 -0.9%
BP
807
Ballentine Partners
Massachusetts
$1.25M -$72K -771 -5%
GC
808
Gratus Capital
Georgia
$1.25M -$207K -2,219 -14%
WTC
809
WhitTier Trust Company
Nevada
$1.24M -$19.2K -205 -2%
RCM
810
Radnor Capital Management
Pennsylvania
$1.24M – – –
TRCT
811
Tower Research Capital (TRC)
New York
$1.24M +$1.24M +13,295 New
FC
812
Forte Capital
New York
$1.24M +$1.24M +13,286 New
GWM
813
Geneos Wealth Management
Colorado
$1.24M +$37K +379 +3%
Kovitz Investment Group Partners
814
Kovitz Investment Group Partners
Illinois
$1.24M -$362K -3,872 -23%
HB
815
Homrich & Berg
Georgia
$1.23M -$803K -8,592 -40%
CF
816
Centaurus Financial
California
$1.22M +$369K +3,953 +43%
TL
817
TrueWealth LLC
Georgia
$1.22M +$12.9K +138 +1%
CS
818
Comerica Securities
Michigan
$1.22M -$649K -6,943 -35%
SC
819
Slow Capital
California
$1.22M +$166K +1,777 +16%
SGCA
820
Steel Grove Capital Advisors
Tennessee
$1.22M -$78.6K -841 -6%
MHS
821
M Holdings Securities
Oregon
$1.22M +$1.22M +13,021 New
SGM
822
Skye Global Management
Florida
$1.21M +$1.21M +13,000 New
GWM
823
Graybill Wealth Management
Illinois
$1.21M -$3.27K -35 -0.3%
LTI
824
Laffer Tengler Investments
Tennessee
$1.2M +$50.7K +543 +4%
PIMG
825
Patriot Investment Management Group
Tennessee
$1.2M -$38.5K -412 -3%
31 32
33
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