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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 %
SCM
351
Stevens Capital Management
Pennsylvania
$8.41M +$8.16M +69,697 +3,303%
VW
352
Vantage Wealth
California
$8.4M -$4.57K -39 -0.1%
NCM
353
Noesis Capital Mangement
Florida
$8.37M +$250K +2,137 +3%
RWP
354
RWA Wealth Partners
Massachusetts
$8.34M +$118K +1,012 +1%
CIM
355
Corbyn Investment Management
Maryland
$8.33M -$13.5K -115 -0.2%
SAM
356
Securian Asset Management
Minnesota
$8.24M -$214K -1,825 -3%
TRSOTSOK
357
Teachers Retirement System of the State of Kentucky
Kentucky
$8.22M – – –
IMPI
358
Ilmarinen Mutual Pension Insurance
Finland
$8.19M – – –
LCM
359
Landscape Capital Management
New Jersey
$8.19M +$5.86M +50,073 +251%
BFG
360
Beacon Financial Group
Texas
$8.13M +$62K +530 +0.8%
WIC
361
Wilkins Investment Counsel
Massachusetts
$8.03M +$41K +350 +0.5%
MML Investors Services
362
MML Investors Services
Massachusetts
$8.01M -$149K -1,275 -2%
MAA
363
Matrix Asset Advisors
New York
$8.01M -$3.01M -25,704 -27%
ECM
364
ETrade Capital Management
Virginia
$7.95M -$1.4M -11,926 -15%
Millennium Management
365
Millennium Management
New York
$7.95M +$7.95M +67,899 New
VIP
366
Vantage Investment Partners
Missouri
$7.87M +$70.2K +600 +0.9%
OPERF
367
Oregon Public Employees Retirement Fund
Oregon
$7.87M -$343K -2,929 -4%
PFO
368
Pathstone Family Office
New Jersey
$7.8M -$708K -605 -8%
SBH
369
Segall Bryant & Hamill
Illinois
$7.75M -$253K -2,165 -3%
ERIM
370
Eagle Ridge Investment Management
Connecticut
$7.74M -$82.4K -704 -1%
JWCA
371
J.W. Cole Advisors
Florida
$7.73M +$7.73M +66,038 New
IP
372
Isthmus Partners
Wisconsin
$7.71M -$585 -5 -0%
EWM
373
Evercore Wealth Management
New York
$7.68M -$214K -1,828 -3%
OCM
374
Olstein Capital Management
New York
$7.61M – – –
WG
375
Winton Group
United Kingdom
$7.59M +$7.05M +60,204 +1,297%
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