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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 %
MWM
1001
Maltin Wealth Management
New Jersey
$641K -$721K -7,720 -53%
S
1002
Seeyond
France
$641K -$208K -2,221 -24%
BS
1003
Banco Santander
Spain
$640K +$397K +4,247 +163%
TTWM
1004
TCV Trust & Wealth Management
Virginia
$639K -$3.83K -41 -0.6%
MFP
1005
Meridian Financial Partners
Virginia
$638K +$19K +185 +3%
SIM
1006
Spark Investment Management
New York
$635K -$1.15M -12,300 -64%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$635K -$396K -4,242 -38%
YWP
1008
YorkBridge Wealth Partners
New York
$634K -$22.9K -245 -3%
TIA
1009
Trust Investment Advisors
Indiana
$634K -$14K -150 -2%
RI
1010
Ridgewood Investments
New Jersey
$632K +$130K +1,392 +26%
CCA
1011
Checchi Capital Advisers
California
$631K -$11.9K -127 -2%
PFO
1012
Pathstone Family Office
New Jersey
$631K +$8.5K +91 +1%
BCMO
1013
Buckingham Capital Management (Ohio)
Ohio
$629K -$552K -5,911 -47%
WA
1014
Wealth Alliance
New York
$625K +$625K +6,687 New
RAM
1015
Redmond Asset Management
Virginia
$620K +$55.4K +593 +10%
SCM
1016
Schnieders Capital Management
California
$620K +$196K +2,095 +46%
PWS
1017
Private Wealth Strategies
Ohio
$618K +$6.91K +74 +1%
KMWM
1018
Keudell/Morrison Wealth Management
Oregon
$618K +$109K +1,166 +21%
FMC
1019
First Merchants Corp
Indiana
$616K -$158K -1,690 -20%
NPT
1020
Nixon Peabody Trust
Massachusetts
$614K – – –
IA
1021
IFP Advisors
Florida
$614K +$27.4K +277 +5%
SYBT
1022
Stock Yards Bank & Trust
Kentucky
$611K -$7.75K -83 -1%
WJWM
1023
Williams Jones Wealth Management
New York
$610K +$7.47K +80 +1%
FFC
1024
First Financial Corp
Indiana
$605K +$12.8K +137 +2%
CPA
1025
Clear Perspective Advisors
Illinois
$605K +$24.9K +266 +4%
39 40
41
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