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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 %
MSS
1076
Mitchell Sinkler & Starr
Pennsylvania
$513K – – –
Fiera Capital (Canada)
1077
Fiera Capital (Canada)
Quebec, Canada
$513K +$21.9K +234 +4%
WFM
1078
Wolff Financial Management
Michigan
$511K +$511K +5,474 New
SCM
1079
Snow Capital Management
Pennsylvania
$508K +$508K +5,440 New
WSTAM
1080
Wilbanks Smith & Thomas Asset Management
Virginia
$507K -$137K -1,458 -21%
CP
1081
Covenant Partners
Tennessee
$507K +$64.2K +687 +14%
IC
1082
IEQ Capital
California
$507K +$82.5K +881 +19%
FAIM
1083
Financial Advocates Investment Management
Washington
$507K +$507K +5,426 New
FNBOSM
1084
First National Bank of South Miami
Florida
$504K -$4.67K -50 -0.9%
VFPI
1085
Vantage Financial Partners (Illinois)
Illinois
$504K – – –
BG
1086
Bollard Group
Massachusetts
$504K +$5.41K +58 +1%
MWNA
1087
Marshall Wace North America
New York
$504K +$168K +1,797 +50%
CIS
1088
Connors Investor Services
Pennsylvania
$503K – – –
SCP
1089
Stamos Capital Partners
California
$503K +$503K +5,385 New
SXL
1090
Summit X LLC
Missouri
$501K -$1.03K -11 -0.2%
KA
1091
Kovack Advisors
Florida
$494K -$69.7K -746 -12%
GBT
1092
Grove Bank & Trust
Florida
$494K +$2.99K +32 +0.6%
ACM
1093
Allred Capital Management
Texas
$493K +$202K +2,164 +69%
BWAM
1094
Boyd Watterson Asset Management
Ohio
$492K – – –
EWA
1095
ERTS Wealth Advisors
Michigan
$492K +$277K +2,964 +129%
CNFG
1096
Creegan & Nassoura Financial Group
New Hampshire
$491K +$187 +2 +0%
CTA
1097
Colonial Trust Advisors
South Carolina
$490K -$5.52K -59 -1%
VAM
1098
Verity Asset Management
North Carolina
$490K +$226K +2,405 +85%
CDH
1099
Charles D. Hyman
$489K +$86.2K +923 +21%
KF
1100
Krilogy Financial
Missouri
$487K -$9.62K -103 -2%
42 43
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