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United Parcel Service
UPS

Overview Fund Activity

1,621 hedge funds and large institutions have $56.9B invested in United Parcel Service in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 653 increasing their positions, 546 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+136
Holders Change %
+9.16%
% of All Funds
32.01%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
226
Increased
653
Reduced
546
Closed
71
Calls
$2.01B
Puts
$971M
Net Calls
+$1.04B
Net Calls Change
-$37.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$210M
2
Truist Financial
Truist Financial
North Carolina
+$184M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$138M
4
Goldman Sachs
Goldman Sachs
New York
+$108M
5
EAM
Eagle Asset Management
Florida
+$88.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$382M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$260M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$248M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenview Trust
Kentucky
$12.5M -$25.1K -214 -0.2%
GW
277
GW & Wade
Massachusetts
$12.5M +$235K +2,010 +2%
DADC
278
D.A. Davidson & Co
Montana
$12.4M -$17.7K -151 -0.1%
CA
279
CapWealth Advisors
Tennessee
$12.4M -$232K -1,985 -2%
VV
280
Verity & Verity
South Carolina
$12.3M +$46.7K +399 +0.4%
LMIM
281
Lockheed Martin Investment Management
Maryland
$12.2M +$3.76M +32,156 +45%
11A
282
10-15 Associates
New York
$12.1M -$80.8K -690 -0.7%
QAM
283
QCI Asset Management
New York
$12.1M -$288K -2,458 -2%
FWIA
284
Fort Washington Investment Advisors
Ohio
$12.1M +$2.64M +22,537 +28%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$12M -$2.93M -25,032 -20%
EP
286
Edgestream Partners
New Jersey
$11.8M +$11.8M +101,182 New
MW
287
Marcum Wealth
Ohio
$11.8M +$11.8M +101,033 New
SIC
288
Sigma Investment Counselors
Michigan
$11.8M – – –
ZAM
289
Zevin Asset Management
Massachusetts
$11.7M -$28.2K -241 -0.2%
MSA
290
Mason Street Advisors
Wisconsin
$11.7M +$57.6K +492 +0.5%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$11.5M +$349K +2,980 +3%
TAM
292
Trillium Asset Management
Massachusetts
$11.5M -$235K -2,004 -2%
OAM
293
Oppenheimer Asset Management
New York
$11.4M +$64.9K +554 +0.6%
KA
294
KLCM Advisors
Wisconsin
$11.4M +$7.14K +61 +0.1%
SAM
295
Shell Asset Management
Netherlands
$11.4M -$588K -5,022 -5%
HIMC
296
Heritage Investors Management Corp
Maryland
$11.3M -$96.7K -826 -0.8%
CWP
297
Capital Wealth Planning
Florida
$11.3M +$45.9K +392 +0.4%
LIM
298
Lathrop Investment Management
Arkansas
$11.2M -$352K -3,008 -3%
BOS
299
Bingham Osborn & Scarborough
California
$11.1M +$176K +1,505 +2%
MOACM
300
Mutual of America Capital Management
New York
$11.1M +$115K +981 +1%
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