UPS icon

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 %
GFA
851
Gifford Fong Associates
California
$1.1M – – –
RA
852
RFG Advisory
Alabama
$1.1M +$295K +3,161 +37%
ACM
853
AlphaCrest Capital Management
New York
$1.1M -$3.13M -33,489 -74%
LNWWM
854
Laird Norton Wetherby Wealth Management
California
$1.1M -$292K -3,127 -21%
NSB
855
Norway Savings Bank
Maine
$1.09M -$6.07K -65 -0.6%
GJIC
856
Gamble Jones Investment Counsel
California
$1.09M -$48.6K -520 -4%
LAIC
857
Lederer & Associates Investment Counsel
California
$1.09M +$152K +1,625 +16%
THWM
858
Taylor Hoffman Wealth Management
Virginia
$1.09M -$455K -4,875 -30%
CFA
859
Carroll Financial Associates
North Carolina
$1.08M +$162K +1,732 +18%
AA
860
Ancora Advisors
Ohio
$1.08M +$117K +1,249 +12%
JWM
861
Jackson Wealth Management
Florida
$1.08M +$1.08M +11,509 New
AIP
862
Ameritas Investment Partners
Nebraska
$1.08M -$24.1K -258 -2%
CAPTRUST Financial Advisors
863
CAPTRUST Financial Advisors
North Carolina
$1.08M -$20K -221 -2%
APA
864
American Portfolios Advisors
New York
$1.07M +$405K +4,331 +60%
MBTD
865
Mechanics Bank - Trust Department
California
$1.07M -$2.34K -25 -0.2%
BOTW
866
Bank of the West
California
$1.06M -$9.07K -97 -0.8%
OWD
867
Osborn Williams & Donohoe
Ohio
$1.05M – – –
HFRG
868
Houlihan Financial Resource Group
Virginia
$1.05M – – –
WA1
869
Wimmer Associates 1
California
$1.05M -$282K -3,022 -21%
LS
870
Leelyn Smith
Illinois
$1.04M +$202K +2,167 +24%
SSB
871
Sandy Spring Bank
Maryland
$1.04M -$145K -1,557 -12%
WANY
872
Wealthspire Advisors (New York)
New York
$1.04M +$832K +8,901 +399%
WR
873
Watson Rebecca
$1.04M -$40.4K -395 -4%
MAS
874
Managed Account Services
Florida
$1.04M – – –
GWCM
875
Godshalk Welsh Capital Management
Pennsylvania
$1.03M -$7.01K -75 -0.7%
33 34
35
36 37