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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 %
HCM
1251
Highlander Capital Management
New Jersey
$292K – – –
FFS
1252
Founders Financial Securities
Maryland
$292K +$48.8K +522 +20%
CS
1253
Capital Square
Tennessee
$292K +$69.1K +739 +31%
WAM
1254
Weatherly Asset Management
California
$291K -$11.7K -125 -4%
IA
1255
Icon Advisers
Colorado
$290K – – –
BJL
1256
Brighton Jones LLC
Washington
$289K +$61.9K +663 +27%
AWA
1257
Arete Wealth Advisors
Illinois
$288K +$13.3K +144 +5%
EI
1258
Ethic Inc
New York
$287K +$50.8K +543 +21%
OPS
1259
Orion Portfolio Solutions
Nebraska
$286K -$253K -2,712 -47%
CC
1260
Chicago Capital
Illinois
$284K +$468 +5 +0.2%
RCA
1261
Ranch Capital Advisors
Florida
$284K +$6.61K +71 +2%
PG
1262
Patten Group
Tennessee
$281K -$63.1K -674 -18%
TMAM
1263
Tokio Marine Asset Management
Japan
$280K -$106K -1,139 -28%
EGA
1264
E&G Advisors
Texas
$280K – – –
MJRIC
1265
Mogy Joel R Investment Counsel
California
$280K – – –
MAM
1266
Meeder Asset Management
Ohio
$280K +$153K +1,641 +121%
LI
1267
Leap Investments
Illinois
$280K +$280K +3,000 New
BCP
1268
Berkeley Capital Partners
Georgia
$279K +$42.7K +457 +18%
KTC
1269
Kistler-Tiffany Companies
Pennsylvania
$278K – – –
PWM
1270
Perigon Wealth Management
California
$278K +$278K +2,814 New
FCMC
1271
Founders Capital Management (Connecticut)
Connecticut
$278K +$278K +2,975 New
GAM
1272
Gotham Asset Management
New York
$277K -$2.96M -31,602 -91%
SFSIG
1273
San Francisco Sentry Investment Group
California
$277K -$60.2K -644 -18%
FHA
1274
First Horizon Advisors
Tennessee
$277K +$8.47K +91 +3%
CFFP
1275
Center for Financial Planning
Michigan
$277K +$20.7K +222 +8%
49 50
51
52 53