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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 %
HCMT
926
Highland Capital Management (Tennessee)
Tennessee
$862K +$16.5K +177 +2%
SBWM
927
Sunflower Bank Wealth Management
Arizona
$857K -$26.6K -285 -3%
RB
928
Rodgers Brothers
Pennsylvania
$857K +$857K +9,178 New
HCM
929
Hutner Capital Management
Vermont
$856K -$117K -1,249 -12%
KFGK
930
Keystone Financial Group (Kentucky)
Kentucky
$855K -$60.3K -645 -7%
PA
931
Profund Advisors
Maryland
$853K -$432K -4,626 -34%
EHWM
932
Eads & Heald Wealth Management
Georgia
$853K +$93.9K +1,005 +12%
ECM
933
ExodusPoint Capital Management
New York
$849K -$2.88M -30,765 -77%
MGIA
934
Moneta Group Investment Advisors
Missouri
$849K +$713K +7,636 +526%
HKAM
935
Horizon Kinetics Asset Management
New York
$846K +$416K +4,450 +97%
BRWM
936
B. Riley Wealth Management
Tennessee
$839K +$548K +5,860 +188%
IFWM
937
Institute for Wealth Management
Colorado
$837K -$92.7K -993 -10%
GIA
938
Gladstone Institutional Advisory
Florida
$837K +$144K +1,539 +21%
1SB
939
1ST Source Bank
Indiana
$834K -$37.4K -400 -4%
LS
940
Livforsakringsbolaget Skandia
Sweden
$820K +$322K +3,450 +65%
CC
941
Cedar Capital
Illinois
$816K +$55.5K +594 +7%
SCA
942
Sage Capital Advisors
South Dakota
$813K +$97K +1,038 +14%
SBA
943
Secrest Blakey & Associates
North Carolina
$810K -$6.82K -73 -0.8%
CL
944
CPWM LLC
Washington
$805K +$15.4K +165 +2%
BAC
945
Boys Arnold & Co
North Carolina
$792K +$207K +2,212 +35%
AII
946
AGF Investments Inc
Ontario, Canada
$789K +$789K +8,450 New
MCM
947
Mork Capital Management
California
$785K – – –
ACWM
948
Adams Chetwood Wealth Management
North Carolina
$785K +$141K +1,491 +22%
SDAM
949
Shulman DeMeo Asset Management
New York
$784K -$24.4K -261 -3%
RPC
950
Rossmore Private Capital
Connecticut
$784K +$784K +8,397 New
36 37
38
39 40