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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 %
AC
1126
Allstate Corporation
Illinois
$445K -$3.57M -38,194 -89%
HCP
1127
Holt Capital Partners
Texas
$445K -$120K -1,280 -21%
IWAG
1128
Integer Wealth Advisors Group
Georgia
$440K +$20.9K +220 +5%
WCM
1129
Weld Capital Management
New York
$436K +$436K +4,662 New
EGM
1130
Engineers Gate Manager
New York
$434K -$7.2M -77,035 -94%
MA
1131
Mutual Advisors
Nebraska
$433K +$47.4K +507 +12%
SAS
1132
Stelac Advisory Services
New York
$429K +$429K +4,596 New
WQ
1133
Wealth Quarterback
New Jersey
$426K -$153K -1,315 -27%
BCI
1134
Brinker Capital Investments
Pennsylvania
$425K -$342K -3,659 -45%
EWM
1135
Empirical Wealth Management
Washington
$425K +$18.7K +200 +5%
1WA
1136
180 Wealth Advisors
Washington
$422K +$60.3K +649 +17%
JSL
1137
JT Stratford LLC
Georgia
$417K +$168K +1,798 +67%
PI
1138
Putnam Investments
Massachusetts
$415K -$158K -1,686 -28%
FDS
1139
First Dallas Securities
Texas
$415K +$415K +4,440 New
PP
1140
PagnatoKarp Partners
Virginia
$413K -$25.2K -270 -6%
CFG
1141
Cooper Financial Group
California
$410K -$20.7K -221 -5%
MGWM
1142
Marks Group Wealth Management
Minnesota
$409K -$19.2K -202 -4%
BPC
1143
Banque Pictet & Cie
Switzerland
$407K – – –
Los Angeles Capital Management
1144
Los Angeles Capital Management
California
$404K -$452K -4,832 -53%
CA
1145
Capital Advantage
California
$404K +$3.6K +35 +0.9%
SAM
1146
S.A. Mason
Michigan
$403K -$85.3K -913 -17%
CC
1147
Cipher Capital
New York
$402K +$402K +4,305 New
EWM
1148
Evermay Wealth Management
Virginia
$401K -$69.4K -743 -15%
SCI
1149
S&CO Inc
Massachusetts
$399K -$4.67K -50 -1%
SMC
1150
Smith, Moore & Co
Missouri
$399K +$18.3K +196 +5%
44 45
46
47 48