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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.

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
1
Franklin Resources
California
$923M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$356M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.41B
4
UBS Group
4
UBS Group
Switzerland
$460M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$947M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$419M
2
Capital International Investors
2
Capital International Investors
California
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B
4
VVP
4
Vulcan Value Partners
Alabama
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$316M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.41B 57,962,553 +1,400,798 +2%
BlackRock
2
BlackRock
New York
$4.2B 44,906,446 +729,531 +2%
State Street
3
State Street
Massachusetts
$2.63B 28,106,436 -377,281 -1%
Bank of America
4
Bank of America
North Carolina
$1.76B 18,868,735 +398,210 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.2B 12,857,745 -4,447,199 -26%
ClearBridge Investments
6
ClearBridge Investments
New York
$1.19B 12,706,279 -85,944 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.04B 11,137,198 -379,513 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$947M 10,136,790 +1,256,253 +14%
Franklin Resources
9
Franklin Resources
California
$923M 9,877,515 +3,412,002 +53%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$885M 9,486,401 +153,218 +2%
Wells Fargo
11
Wells Fargo
California
$875M 9,363,653 +518,137 +6%
Capital Research Global Investors
12
Capital Research Global Investors
California
$816M 8,737,167 +907,275 +12%
Northern Trust
13
Northern Trust
Illinois
$794M 8,498,181 -100,032 -1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$756M 8,089,349 -532,526 -6%
Invesco
15
Invesco
Georgia
$710M 7,605,173 +1,194,856 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$685M 7,336,535 -147,106 -2%
Norges Bank
17
Norges Bank
Norway
$567M 6,069,604 -145,881 -2%
Charles Schwab
18
Charles Schwab
California
$554M 5,927,051 +361,003 +6%
Ameriprise
19
Ameriprise
Minnesota
$465M 4,974,850 +244,119 +5%
UBS Group
20
UBS Group
Switzerland
$460M 4,924,541 +1,322,106 +37%
Gates Foundation Trust
21
Gates Foundation Trust
Washington
$423M 4,525,329 – –
Capital World Investors
22
Capital World Investors
California
$419M 4,480,611 -9,714,918 -68%
Legal & General Group
23
Legal & General Group
United Kingdom
$412M 4,403,258 +38,161 +0.9%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$392M 4,194,129 +355,098 +9%
Federated Hermes
25
Federated Hermes
Pennsylvania
$356M 3,815,723 +1,427,784 +60%
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