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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 %
WAM
976
Wealthspire Advisors (Maryland)
Maryland
$712K -$130K -1,390 -15%
Arrowstreet Capital
977
Arrowstreet Capital
Massachusetts
$712K +$712K +7,621 New
NG
978
Northstar Group
New York
$709K +$2.15K +23 +0.3%
VVP
979
Venture Visionary Partners
Ohio
$708K +$28.8K +309 +4%
LMAM
980
Legg Mason Asset Management
Japan
$708K +$78.5K +840 +12%
BIA
981
Bigelow Investment Advisors
Maine
$701K -$26K -278 -4%
EH
982
Employers Holdings
Nevada
$698K +$341K +3,645 +95%
UBV
983
United Bank (Virginia)
Virginia
$694K – – –
PWW
984
Pettyjohn Wood & White
Virginia
$693K -$3.92K -42 -0.6%
MFG
985
Merit Financial Group
Georgia
$692K +$15.1K +162 +2%
WSC
986
Wellington Shields & Co
New York
$689K +$327K +3,500 +90%
EIA
987
Eldridge Investment Advisors
New Hampshire
$686K +$467 +5 +0.1%
DI
988
Diligent Investors
California
$686K +$378K +4,050 +123%
TSWM
989
Triangle Securities Wealth Management
North Carolina
$676K +$369K +3,950 +120%
GRP
990
Global Retirement Partners
California
$671K -$187K -1,997 -22%
BMA
991
Brooks Moore & Associates
Tennessee
$670K +$670K +7,175 New
ACM
992
Aljian Capital Management
Nevada
$664K +$38.3K +410 +6%
FWM
993
Frontier Wealth Management
Missouri
$656K +$157K +1,679 +31%
HFM
994
Hartford Financial Management
Connecticut
$655K – – –
AF
995
AMG Funds
Connecticut
$651K -$264K -2,825 -29%
MYIA
996
Mount Yale Investment Advisors
Colorado
$651K -$58K -621 -8%
BAM
997
Berkshire Asset Management
Pennsylvania
$646K -$43.2K -463 -6%
NFG
998
Nations Financial Group
Iowa
$645K -$37.5K -402 -6%
HR
999
Hayden Royal
North Carolina
$644K +$433K +4,638 +205%
ICM
1000
IMS Capital Management
Oregon
$642K +$421K +4,505 +190%
38 39
40
41 42