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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 %
BCP
301
Blue Chip Partners
Michigan
$11.1M +$427K +3,651 +4%
PWLP
302
Prio Wealth Limited Partnership
Massachusetts
$11.1M -$42.5K -363 -0.4%
S
303
SignatureFD
Georgia
$10.9M -$805K -6,879 -7%
GC
304
Gilbert & Cook
Iowa
$10.8M -$236K -2,018 -2%
ELC
305
Edgar Lomax Company
Virginia
$10.8M -$246K -2,100 -2%
BHWM
306
Bar Harbor Wealth Management
New Hampshire
$10.7M -$89.9K -768 -0.8%
GC
307
Guggenheim Capital
Illinois
$10.5M -$6.07M -51,823 -37%
TU
308
TDAM USA
Ontario, Canada
$10.5M -$157K -1,340 -1%
GIP
309
Greatmark Investment Partners
Georgia
$10.4M +$209K +1,789 +2%
SDIC
310
South Dakota Investment Council
South Dakota
$10.3M -$3.57M -30,530 -26%
UR
311
USCA RIA
Texas
$10.2M -$664K -5,674 -6%
ASC
312
Atalanta Sosnoff Capital
New York
$10.1M -$753K -6,431 -7%
GIA
313
Guyasuta Investment Advisors
Pennsylvania
$9.89M -$147K -1,252 -1%
KIA
314
KCM Investment Advisors
California
$9.83M +$316K +2,703 +3%
TYCC
315
Texas Yale Capital Corp
Florida
$9.82M – – –
VWM
316
Venturi Wealth Management
Texas
$9.81M -$120K -1,024 -1%
GC
317
Grimes & Company
Massachusetts
$9.74M +$78.7K +672 +0.8%
SGK
318
Steigerwald Gordon & Koch
Virginia
$9.7M +$142K +1,211 +1%
EGM
319
Engineers Gate Manager
New York
$9.56M +$9.17M +78,299 +2,317%
ISB
320
Iowa State Bank
Iowa
$9.5M +$42.4K +362 +0.4%
NPF
321
Norris Perne & French
Michigan
$9.43M +$72K +615 +0.8%
TI
322
tru Independence
Oregon
$9.4M +$9.4M +89,973 New
Allianz Asset Management
323
Allianz Asset Management
Germany
$9.4M +$2.72M +23,219 +41%
SAM
324
Scopus Asset Management
New York
$9.37M -$7.77M -66,412 -45%
CFG
325
Citizens Financial Group
Rhode Island
$9.36M -$73.8K -630 -0.8%
11 12
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