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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 %
GF
1051
Gabelli Funds
New York
$561K +$561K +6,000 New
SNT
1052
Security National Trust
West Virginia
$560K +$73.4K +785 +15%
LFAS
1053
Level Four Advisory Services
Texas
$556K +$29.8K +320 +6%
ACS
1054
Archford Capital Strategies
Illinois
$551K +$93.4K +1,000 +20%
PP
1055
Paloma Partners
Connecticut
$550K -$1.52M -16,279 -73%
JIC
1056
Johnson Investment Counsel
Ohio
$549K +$175K +1,869 +47%
AF
1057
Advisornet Financial
Minnesota
$544K -$93 -1 -0%
AC
1058
Abbrea Capital
California
$541K -$5.32K -57 -1%
IWC
1059
Integrated Wealth Concepts
Massachusetts
$533K +$24.7K +264 +5%
LC
1060
LCNB Corp
Ohio
$532K +$147K +1,572 +38%
SAA
1061
Southeast Asset Advisors
Georgia
$532K +$187K +2,000 +54%
Koshinski Asset Management
1062
Koshinski Asset Management
Illinois
$530K +$89.6K +959 +20%
GCA
1063
Guardian Capital Advisors
Ontario, Canada
$529K -$66.7K -1,050 -11%
FFWA
1064
FRG Family Wealth Advisors
Washington
$529K -$49K -525 -8%
MAFM
1065
Mid Atlantic Financial Management
Pennsylvania
$529K +$178K +1,902 +51%
GG
1066
Gleason Group
Kentucky
$528K +$5.98K +64 +1%
SIA
1067
Soltis Investment Advisors
Utah
$527K +$129K +1,380 +32%
FIB
1068
First Interstate Bank
Montana
$526K +$467 +5 +0.1%
AIL
1069
AGF Investments LLC
Ontario, Canada
$526K +$326K +3,496 +164%
WIA
1070
Wealthstreet Investment Advisors
Texas
$525K -$56.1K -600 -10%
RWA
1071
Ropes Wealth Advisors
Massachusetts
$525K -$24.6K -263 -4%
FFN
1072
Focus Financial Network
Minnesota
$522K -$38.4K -411 -7%
LWM
1073
Loveless Wealth Management
Montana
$519K +$14.9K +160 +3%
MOS
1074
MGO One Seven
Ohio
$517K +$73.7K +790 +17%
SRC
1075
Shufro Rose & Co
New York
$515K -$51.4K -550 -9%
41 42
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