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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 %
LJAC
1701
L.J. Altfest & Co
New York
– -$233K -1,991 Closed
SICM
1702
Sustainable Insight Capital Management
New York
– -$232K -1,983 Closed
PFA
1703
Pathway Financial Advisors
Vermont
– -$232K -1,980 Closed
CIP
1704
Convergence Investment Partners
Florida
– -$231K -1,976 Closed
SVWAG
1705
Sound View Wealth Advisors Group
Georgia
– -$230K -1,967 Closed
FCBT
1706
First Citizens Bank & Trust
North Carolina
– -$230K -1,966 Closed
LWMM
1707
Legacy Wealth Management (Mississippi)
Mississippi
– -$228K -1,950 Closed
HFS
1708
Haverford Financial Services
Pennsylvania
– -$228K -1,946 Closed
SM
1709
Salzhauer Michael
– -$225K -1,924 Closed
AC
1710
Alexandria Capital
Virginia
– -$225K -1,920 Closed
MCM
1711
McRae Capital Management
New Jersey
– -$224K -1,911 Closed
CCFCSB
1712
Cape Cod Five Cents Savings Bank
Massachusetts
– -$224K -1,911 Closed
SAM
1713
SignalPoint Asset Management
Missouri
– -$223K -1,902 Closed
WIC
1714
Whitegate Investment Counselors
New Hampshire
– -$223K -1,902 Closed
PL
1715
Plancorp LLC
Missouri
– -$221K -1,885 Closed
SCA
1716
STALEY CAPITAL ADVISERS
Pennsylvania
– -$220K -1,880 Closed
DA
1717
DSC Advisors
Illinois
– -$219K -1,869 Closed
AFA
1718
American Financial Advisors
Georgia
– -$221K -1,854 Closed
DIA
1719
Dana Investment Advisors
Wisconsin
– -$214K -1,829 Closed
AB
1720
Atlas Brown
Kentucky
– -$214K -1,828 Closed
UBG
1721
United Bank (Georgia)
Georgia
– -$211K -1,802 Closed
VC
1722
Veracity Capital
Georgia
– -$210K -1,793 Closed
SHWM
1723
Smith & Howard Wealth Management
Georgia
– -$209K -1,782 Closed
AWM
1724
Aries Wealth Management
Maine
– -$206K -1,776 Closed
HCA
1725
Harbour Capital Advisors
Virginia
– -$208K -1,774 Closed
67 68
69
70 71