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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
1676
Harvey Capital Management
Florida
– -$292K -2,500 Closed
OEP
1677
Ocean Endowment Partners
Illinois
– -$291K -2,490 Closed
S
1678
SimplyRich
California
– -$271K -2,324 Closed
TCA
1679
Transcend Capital Advisors
New Jersey
– -$272K -2,323 Closed
SFG
1680
SNS Financial Group
Minnesota
– -$271K -2,319 Closed
AAS
1681
Annex Advisory Services
Wisconsin
– -$271K -2,311 Closed
AFM
1682
Andesa Financial Management
Pennsylvania
– -$270K -2,285 Closed
EWA
1683
Exencial Wealth Advisors
Oklahoma
– -$262K -2,238 Closed
SFA
1684
Stewardship Financial Advisors
Georgia
– -$257K -2,193 Closed
DT
1685
Diversified Trust
Tennessee
– -$255K -2,176 Closed
BFA
1686
Benedict Financial Advisors
Georgia
– -$254K -2,169 Closed
FMBTD
1687
First Midwest Bank Trust Division
Illinois
– -$251K -2,142 Closed
GHA
1688
GW Henssler & Associates
Georgia
– -$250K -2,136 Closed
RA
1689
Rational Advisors
New York
– -$245K -2,094 Closed
SWIG
1690
Strategic Wealth Investment Group
Kentucky
– -$244K -2,084 Closed
FFG
1691
Frisch Financial Group
New York
– -$243K -2,073 Closed
ACP
1692
Arcus Capital Partners
Georgia
– -$242K -2,067 Closed
GLI
1693
Guardian Life Insurance
New York
– -$241K -2,063 Closed
CBTWT
1694
Community Bank & Trust (Waco, Texas)
Texas
– -$241K -2,060 Closed
VCP
1695
Vista Capital Partners
Oregon
– -$241K -2,059 Closed
PIM
1696
Profit Investment Management
Maryland
– -$237K -2,024 Closed
HFP
1697
Holistic Financial Partners
Indiana
– -$237K -2,021 Closed
RMDI
1698
R.M. Davis Inc
Maine
– -$234K -2,001 Closed
RCA
1699
Resonant Capital Advisors
Wisconsin
– -$234K -1,996 Closed
LSAG
1700
Lake Street Advisors Group
New Hampshire
– -$233K -1,994 Closed
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