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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 %
MWM
1576
MBE Wealth Management
Wisconsin
$4K +$4K +49 New
SFG
1577
Sowa Financial Group
Rhode Island
$3K -$2.43K -30 -45%
WCM
1578
Wealthcare Capital Management
Virginia
$3K -$3.22K -29 -52%
LPWM
1579
Lake Point Wealth Management
Texas
$3K – – –
CFD
1580
Creative Financial Designs
Indiana
$3K – – –
HWM
1581
HighMark Wealth Management
Minnesota
$3K +$94 +1 +3%
LWM
1582
Lenox Wealth Management
Ohio
$3K +$1.14K +14 +61%
LSA
1583
Lion Street Advisors
Texas
$3K +$3K +29 New
TIM
1584
Tortoise Investment Management
New York
$2K – – –
APWM
1585
Atlas Private Wealth Management
New York
$2K – – –
LWA
1586
Lowe Wealth Advisors
Maryland
$2K – – –
BWA
1587
BDO Wealth Advisors
Florida
$2K – – –
WAS
1588
Winch Advisory Services
Wisconsin
$2K +$2K +20 New
BCMIO
1589
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +22 New
FCH
1590
Freestone Capital Holdings
Washington
$1.46K +$300 +3,209 +26%
NL
1591
NWAM LLC
Washington
$1.2K +$239 +2,560 +25%
RTC
1592
Riverview Trust Company
Washington
$1K – – –
GC
1593
Globeflex Capital
California
$1K – – –
PW
1594
Price Wealth
Texas
$1K +$1K +13 New
KFS
1595
Kelly Financial Services
Massachusetts
$643 – – –
WIM
1596
Westside Investment Management
California
$126 +$126 +1,349 New
Capital International Investors
1597
Capital International Investors
California
– -$586M -5,006,661 Closed
VVP
1598
Vulcan Value Partners
Alabama
– -$259M -2,210,690 Closed
Renaissance Technologies
1599
Renaissance Technologies
New York
– -$44.3M -378,100 Closed
Holocene Advisors
1600
Holocene Advisors
New York
– -$31.9M -272,269 Closed
62 63
64
65 66