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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 %
MFG
1026
Magnus Financial Group
New York
$605K +$605K +6,472 New
FIM
1027
Fernwood Investment Management
Massachusetts
$604K – – –
PTC
1028
Private Trust Company
Ohio
$604K +$15.6K +167 +3%
PFA
1029
Pinnacle Family Advisors
Missouri
$602K +$602K +6,158 New
GTAM
1030
Global Trust Asset Management
Florida
$599K +$378K +3,867 +171%
CCP
1031
Cardan Capital Partners
Colorado
$598K +$2.9K +31 +0.5%
EH
1032
Equitable Holdings
New York
$595K +$215K +2,297 +56%
AWM
1033
Avior Wealth Management
Nebraska
$594K -$117K -1,260 -16%
NFG
1034
Next Financial Group
Texas
$592K -$33.6K -360 -5%
ANRIA
1035
American National Registered Investment Advisor
Texas
$592K -$18.2K -195 -3%
CS
1036
Cannell & Spears
New York
$587K -$5.79K -62 -1%
WMSA
1037
Weiss Multi-Strategy Advisers
New York
$587K +$587K +6,282 New
NB
1038
NBT Bank
New York
$585K -$103K -1,103 -15%
LOAME
1039
Lombard Odier Asset Management (Europe)
United Kingdom
$585K -$86.9K -930 -13%
DIP
1040
DT Investment Partners
Pennsylvania
$582K -$2.97M -31,834 -84%
AFS
1041
Axiom Financial Strategies
Indiana
$580K +$580K +6,205 New
SWM
1042
SeaCrest Wealth Management
New York
$578K +$22.4K +240 +4%
ESBC
1043
E.S. Barr & Co
Kentucky
$577K -$6.73K -72 -1%
CTI
1044
Community Trust & Investment
Kentucky
$577K – – –
TFS
1045
TrustCore Financial Services
Tennessee
$576K +$12.9K +138 +2%
HCM
1046
Hodges Capital Management
Texas
$568K +$170K +1,825 +43%
PPP
1047
Private Portfolio Partners
New Jersey
$566K -$1.96K -21 -0.3%
MA
1048
Montag & Associates
Georgia
$565K – – –
TCM
1049
Traynor Capital Management
Pennsylvania
$563K -$23.4K -251 -4%
YMRC
1050
Yorktown Management & Research Company
Virginia
$561K -$281K -3,000 -33%
40 41
42
43 44