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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 %
CG
951
Cutler Group
California
$782K +$28.7K +307 +4%
QCM
952
Quest Capital Management
Texas
$779K +$55.5K +594 +8%
CCMG
953
Clark Capital Management Group
Pennsylvania
$777K -$2.34K -25 -0.3%
LA
954
Legacy Advisors
Pennsylvania
$776K -$45.3K -485 -6%
FPCG
955
Fort Pitt Capital Group
Pennsylvania
$773K +$773K +8,270 New
TC
956
Truvestments Capital
Florida
$763K +$46.2K +495 +6%
IWM
957
IHT Wealth Management
Illinois
$763K +$280K +2,995 +58%
AWM
958
Aevitas Wealth Management
Massachusetts
$758K -$16.4K -176 -2%
VWA
959
V Wealth Advisors
Kansas
$757K +$343K +3,675 +83%
AIA
960
AIMZ Investment Advisors
California
$754K +$437K +4,680 +138%
BWP
961
Baldwin Wealth Partners
Massachusetts
$753K +$296K +3,170 +65%
DPIM
962
Duff & Phelps Investment Management
Illinois
$750K +$18.7K +200 +3%
PCM
963
Parsons Capital Management
Rhode Island
$748K +$93.2K +998 +14%
LC
964
Lincoln Capital
Nebraska
$747K -$15.7K -168 -2%
SACTSONJ
965
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$747K – – –
BC
966
Burleson & Co
California
$746K +$2.75K +29 +0.4%
N
967
Natixis
France
$743K +$743K +7,956 New
LCM
968
Logan Capital Management
Pennsylvania
$740K +$1.12K +12 +0.2%
SFG
969
SevenBridge Financial Group
Pennsylvania
$737K -$15.5K -166 -2%
HH
970
Hilltop Holdings
Texas
$737K +$4.02K +43 +0.5%
CA
971
Clearstead Advisors
Ohio
$733K -$123K -1,311 -14%
KJHP
972
K.J. Harrison & Partners
Ontario, Canada
$730K +$730K +7,810 New
DAS
973
Dynamic Advisor Solutions
Arizona
$728K +$29.9K +320 +4%
CC
974
Cornerstone Capital
California
$720K +$16.2K +173 +2%
CCG
975
Cypress Capital Group
Florida
$717K +$22.8K +244 +3%
37 38
39
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