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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 %
HSA
876
HBK Sorce Advisory
Pennsylvania
$1.03M +$296K +3,170 +40%
CA
877
Commerzbank Aktiengesellschaft
Germany
$1.02M -$5.99M -64,134 -85%
LNC
878
Lincoln National Corp
Pennsylvania
$1.01M +$103K +1,104 +11%
HPC
879
Hobart Private Capital
North Carolina
$1M +$272K +2,915 +37%
VFM
880
Vivid Financial Management
California
$1M -$14.1K -151 -1%
CBB
881
Citizens Business Bank
California
$1M -$196K -2,093 -16%
HI
882
Human Investing
Oregon
$993K -$122K -1,308 -11%
ACM
883
Ativo Capital Management
Illinois
$992K -$423K -4,526 -30%
FC
884
Financial Consulate
Maryland
$987K -$1.78K -19 -0.2%
MCM
885
Monarch Capital Management
Indiana
$985K +$87K +932 +10%
MSAM
886
Moloney Securities Asset Management
Missouri
$981K -$34.9K -374 -3%
WS
887
Wedbush Securities
California
$975K +$215K +2,302 +28%
CFIA
888
Cantor Fitzgerald Investment Advisors
New York
$968K – – –
HHGA
889
Halbert Hargrove Global Advisors
California
$968K +$64.2K +688 +7%
MYAM
890
Meiji Yasuda Asset Management
Japan
$967K -$563K -6,020 -37%
CTC
891
Central Trust Company
Missouri
$964K +$21.9K +235 +2%
GAMC
892
Garner Asset Management Corp
Texas
$951K +$91.6K +980 +11%
AWM
893
Aberdeen Wealth Management
Illinois
$950K +$187 +2 +0%
CAM
894
Cypress Asset Management
Texas
$949K +$949K +10,163 New
AOWM
895
Alpha Omega Wealth Management
Virginia
$944K +$189K +2,021 +25%
AFS
896
Access Financial Services
Minnesota
$941K -$328K -3,506 -26%
HCM
897
Hudson Capital Management
New Jersey
$941K -$117K -1,255 -11%
AAM
898
Ascension Asset Management
New York
$941K – – –
MERSOM
899
Municipal Employees' Retirement System of Michigan
Michigan
$938K +$13.1K +140 +1%
FHB
900
First Hawaiian Bank
Hawaii
$937K +$85.1K +911 +10%
34 35
36
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