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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 %
GFP
1726
Gryphon Financial Partners
Ohio
– -$207K -1,771 Closed
KP
1727
Keel Point
Alabama
– -$206K -1,762 Closed
WSCM
1728
Wellington Shields Capital Management
New York
– -$206K -1,762 Closed
DBIA
1729
Dumont & Blake Investment Advisors
New Jersey
– -$206K -1,762 Closed
BSA
1730
Braun Stacey Associates
New York
– -$205K -1,750 Closed
AL
1731
Aspiriant LLC
California
– -$200K -1,700 Closed
NP
1732
Ninepoint Partners
Ontario, Canada
– -$178K -1,524 Closed
AS
1733
Altshuler Shaham
Israel
– -$170K -1,450 Closed
ONST
1734
Old North State Trust
North Carolina
– -$156K -1,333 Closed
UFF
1735
USA Financial Formulas
Michigan
– -$141K -1,206 Closed
PVH
1736
Psagot Value Holdings
Israel
– -$126K -1,080 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1737
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$98K -837 Closed
IIA
1738
ICW Investment Advisors
Arizona
– -$70K -598 Closed
KWM
1739
Keebeck Wealth Management
Illinois
– -$56K -481 Closed
HWM
1740
Howard Wealth Management
Connecticut
– -$43K -370 Closed
HIM
1741
Hillsdale Investment Management
Ontario, Canada
– -$37K -320 Closed
TCWM
1742
Total Clarity Wealth Management
Illinois
– -$35K -300 Closed
CHAM
1743
Clear Harbor Asset Management
Connecticut
– -$25.2K -215 Closed
JWBC
1744
John W. Bristol & Co
New York
– -$23K -200 Closed
MWP
1745
Meridian Wealth Partners
Pennsylvania
– -$23K -197 Closed
AWA
1746
Artemis Wealth Advisors
New York
– -$21.7K -185 Closed
BAMG
1747
Brand Asset Management Group
Missouri
– -$11K -94 Closed
AP
1748
Americana Partners
Texas
– -$8K -76 Closed
PA
1749
PSI Advisors
Florida
– -$7K -68 Closed
FPS
1750
Fieldpoint Private Securities
Connecticut
– -$7K -56 Closed
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