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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
$923M
2
Federated Hermes
Federated Hermes
Pennsylvania
$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.41B
4
UBS Group
UBS Group
Switzerland
$460M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$947M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$419M
2
Capital International Investors
Capital International Investors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
4
VVP
Vulcan Value Partners
Alabama
$0
5
Boston Partners
Boston Partners
Massachusetts
$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
Scotia Capital
Ontario, Canada
$16.5M +$2.66M +28,444 +19%
UCFA
202
United Capital Financial Advisors
Texas
$16.5M -$118K -1,262 -0.7%
FFA
203
First Foundation Advisors
California
$16.4M -$12.7M -136,223 -44%
SI
204
Stephens Inc
Arkansas
$16.3M +$1.92M +20,532 +13%
WIC
205
Willis Investment Counsel
Georgia
$16.2M +$16.2M +173,673 New
BPB
206
Badgley, Phelps & Bell
Washington
$16.2M +$13.4M +143,038 +469%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$16.2M +$3.72M +39,783 +30%
WSFS
208
Wilmington Savings Fund Society
Delaware
$16.2M +$462K +4,950 +3%
DAM
209
Delta Asset Management
Tennessee
$16.2M +$5.21M +55,816 +48%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$16M -$10.9M -116,828 -40%
SF
211
Synovus Financial
Georgia
$15.7M +$4.92M +52,725 +46%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$15.5M – – –
Creative Planning
213
Creative Planning
Kansas
$15.3M +$155K +1,656 +1%
ERSOT
214
Employees Retirement System of Texas
Texas
$15.2M +$5.13M +54,915 +51%
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$15M -$17.3M -176,035 -53%
SOMRS
216
State of Michigan Retirement System
Michigan
$15M -$822K -8,800 -5%
ACI
217
Alpha Cubed Investments
California
$15M -$2.22M -23,737 -13%
USAA
218
United Services Automobile Association
Texas
$15M -$1.04M -11,121 -6%
BG
219
Bahl & Gaynor
Ohio
$14.7M +$1.66M +17,777 +13%
D.E. Shaw & Co
220
D.E. Shaw & Co
New York
$14.7M +$14.7M +157,117 New
PFM
221
Parsec Financial Management
North Carolina
$14.5M +$1.76M +18,830 +14%
Allianz Asset Management
222
Allianz Asset Management
Germany
$14.4M +$6.9M +73,867 +92%
DLHL
223
Donald L. Hagan LLC
Florida
$14.3M -$81.4K -815 -0.6%
MWM
224
MinichMacGregor Wealth Management
New York
$14.3M +$14.3M +143,576 New
XK
225
Xact Kapitalforvaltning
Sweden
$14.3M +$53.1K +568 +0.4%
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