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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 %
BSB
1151
Bangor Savings Bank
Maine
$396K +$5.52K +59 +1%
TCBWMS
1152
Texas Capital Bank Wealth Management Services
Texas
$395K +$50.6K +542 +15%
FIM
1153
Freedom Investment Management
Connecticut
$395K +$72.6K +705 +23%
CWG
1154
Cornerstone Wealth Group
North Carolina
$394K +$5.33K +57 +1%
RHFI
1155
Reilly Herbert Faulkner III
$392K -$163K -1,750 -29%
PI
1156
Pettee Investors
Connecticut
$392K -$15.9K -170 -4%
FG
1157
Fiduciary Group
Georgia
$391K +$26.8K +287 +7%
KCM
1158
Kanawha Capital Management
Virginia
$390K -$29.4K -315 -7%
HAM
1159
Hammer Asset Management
California
$390K +$93 +1 +0%
ARMT
1160
Amica Retiree Medical Trust
Rhode Island
$389K +$389K +4,161 New
OC
1161
Oakworth Capital
Alabama
$388K +$136K +1,457 +54%
CA
1162
Calton & Associates
Florida
$387K +$177K +1,897 +85%
MPW
1163
MA Private Wealth
California
$386K +$3.74K +40 +1%
CPSC
1164
Carl P. Sherr & Co
Massachusetts
$385K -$31.3K -335 -8%
DLA
1165
Douglas Lane & Associates
New York
$385K -$27.3K -292 -7%
BBA
1166
Braun-Bostich & Associates
Pennsylvania
$385K +$8.96K +99 +2%
WB
1167
West Bancorporation
Iowa
$384K -$7.01K -75 -2%
ACM
1168
Anfield Capital Management
California
$384K -$6.82K -73 -2%
VC
1169
Vicus Capital
Pennsylvania
$383K -$12.1K -130 -3%
SFM
1170
Signet Financial Management
New Jersey
$383K +$383K +4,126 New
LCM
1171
Liberty Capital Management
Michigan
$382K -$11.3K -121 -3%
MCCP
1172
Mission Creek Capital Partners
California
$380K -$22K -235 -5%
SAM
1173
Sompo Asset Management
Japan
$378K – – –
EF
1174
Empirical Finance
Pennsylvania
$377K +$136K +1,453 +56%
LFA
1175
Landmark Financial Advisors
Kentucky
$375K +$16.5K +163 +5%
45 46
47
48 49