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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 %
TA
1101
TFG Advisers
Michigan
$487K +$53.5K +573 +12%
UF
1102
Univest Financial
Pennsylvania
$481K +$481K +5,150 New
DWM
1103
Darwin Wealth Management
Florida
$480K -$8.75K -94 -2%
KPW
1104
Kore Private Wealth
New York
$480K – – –
AAM
1105
AR Asset Management
California
$476K – – –
HPC
1106
HM Payson & Co
Maine
$475K -$71.5K -765 -13%
IAMOG
1107
Investors Asset Management of Georgia
Georgia
$475K +$71K +760 +18%
AA
1108
Argent Advisors
Louisiana
$475K +$196K +2,099 +70%
IA
1109
IFG Advisory
Georgia
$473K -$344K -3,680 -42%
CGL
1110
Clarius Group LLC
Washington
$471K -$3.46K -37 -0.7%
SC
1111
SRB Corp
Massachusetts
$470K +$74.2K +794 +19%
ODCM
1112
Old Dominion Capital Management
Virginia
$470K +$97.2K +1,040 +26%
MA
1113
Modus Advisors
Minnesota
$462K +$46.8K +501 +11%
FT
1114
Fiduciary Trust
Massachusetts
$461K -$16.8K -180 -4%
Squarepoint
1115
Squarepoint
New York
$459K -$15.2M -163,084 -97%
TBNY
1116
Trustco Bank (New York)
New York
$459K -$6.27K -67 -1%
RIM
1117
Rampart Investment Management
Connecticut
$458K -$410K -4,393 -47%
BB
1118
Busey Bank
Illinois
$457K +$1.59K +17 +0.3%
WWM
1119
WT Wealth Management
Arizona
$457K +$457K +4,901 New
V
1120
VeraBank
Texas
$453K – – –
LBD
1121
Landsberg Bennett & Dubbaneh
Florida
$453K +$4K +43 +0.9%
SC
1122
Saturna Capital
Washington
$451K – – –
PAS
1123
Partnervest Advisory Services
California
$451K +$451K +4,823 New
FCMT
1124
Founders Capital Management (Texas)
Texas
$450K -$12.2K -130 -3%
CAN
1125
Claraphi Advisory Network
United States
$448K +$448K +4,791 New
43 44
45
46 47