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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 %
FWCM
1176
Ferguson Wellman Capital Management
Oregon
$371K -$115K -1,233 -24%
LA
1177
LVW Advisors
New York
$370K +$85.4K +915 +30%
GFS
1178
GYL Financial Synergies
Connecticut
$368K +$14.2K +152 +4%
RM
1179
Resource Management
Louisiana
$367K -$102K -1,098 -22%
CFGS
1180
Concourse Financial Group Securities
Alabama
$367K +$215K +2,298 +141%
HIA
1181
Harbor Investment Advisory
Maryland
$363K -$4.86K -52 -1%
PK
1182
Pflug Koory
Nebraska
$363K +$3.27K +35 +0.9%
ISL
1183
Ingalls & Snyder LLC
New York
$362K – – –
CW
1184
CreativeOne Wealth
Kansas
$361K -$4.96K -53 -1%
QPWM
1185
Quadrant Private Wealth Management
Pennsylvania
$360K +$360K +3,853 New
DWM
1186
Doyle Wealth Management
Florida
$358K -$28.6K -306 -7%
BDWM
1187
Brewin Dolphin Wealth Management
Ireland
$357K -$627K -6,710 -64%
CFS
1188
CRA Financial Services
New Jersey
$356K -$5.14K -55 -1%
MMHP
1189
Murphy Middleton Hinkle & Parker
Georgia
$356K +$10.3K +110 +3%
TC
1190
Trust Company
Kansas
$356K +$12.1K +130 +4%
BFS
1191
Bradley Foster & Sargent
Connecticut
$355K +$163K +1,741 +85%
Fayez Sarofim & Co
1192
Fayez Sarofim & Co
Texas
$354K -$111K -1,189 -24%
RIA
1193
Realta Investment Advisors
Delaware
$353K -$309K -3,309 -47%
MIG
1194
McGuire Investment Group
Rhode Island
$353K +$47.3K +507 +15%
CA
1195
Cambridge Advisors
Nebraska
$352K +$352K +3,770 New
FLI
1196
Family Legacy Inc
South Carolina
$351K – – –
WWM
1197
Western Wealth Management
Colorado
$351K +$164K +1,770 +87%
RCAG
1198
Rehmann Capital Advisory Group
Michigan
$348K +$348K +3,721 New
BFO
1199
Boston Family Office
Massachusetts
$347K – – –
GI
1200
Glovista Investments
New Jersey
$346K +$346K +3,700 New
46 47
48
49 50