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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 %
ABTD
1351
Arvest Bank Trust Division
Oklahoma
$223K +$223K +2,384 New
Cerity Partners
1352
Cerity Partners
New York
$221K -$19.5K -210 -8%
DC
1353
DeDora Capital
California
$221K +$4.85K +52 +2%
NAM
1354
NTV Asset Management
West Virginia
$221K +$221K +2,365 New
RCM
1355
RB Capital Management
Nevada
$220K +$220K +2,361 New
GWM
1356
Gray Wealth Management
Maine
$219K +$219K +2,368 New
BCM
1357
Boltwood Capital Management
California
$218K -$362K -3,867 -62%
SA
1358
Silversage Advisors
California
$218K – – –
SWA
1359
Sutton Wealth Advisors
Florida
$217K -$22.2K -238 -9%
FA
1360
Faithward Advisors
Pennsylvania
$217K -$4.68K -50 -2%
FCA
1361
FLC Capital Advisors
California
$217K +$217K +2,335 New
EAM
1362
Erste Asset Management
Austria
$215K – – –
CCM
1363
Compton Capital Management
Rhode Island
$213K +$213K +2,285 New
B
1364
Brightworth
Georgia
$212K +$33.9K +363 +19%
BHBT
1365
Burke & Herbert Bank & Trust
Virginia
$211K – – –
NAS
1366
Nicolet Advisory Services
Wisconsin
$211K +$211K +2,255 New
CYG
1367
Clean Yield Group
Vermont
$210K -$103K -1,100 -33%
CL
1368
Choreo LLC
Illinois
$210K -$7.57K -81 -3%
JIP
1369
JBJ Investment Partners
South Carolina
$210K +$210K +2,253 New
LB
1370
Legacy Bridge
Iowa
$209K -$401K -4,294 -66%
BAS
1371
Brown Advisory Securities
Maryland
$209K +$24.3K +253 +13%
IWA
1372
Intercontinental Wealth Advisors
Texas
$209K +$90.5K +969 +76%
CBN
1373
Cadence Bank NA
Texas
$208K – – –
DAM
1374
Diamant Asset Management
Connecticut
$208K – – –
BFA
1375
Beaumont Financial Advisors
Massachusetts
$204K -$18.4K -197 -8%
53 54
55
56 57