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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 %
TAM
376
Tocqueville Asset Management
New York
$7.57M -$890K -7,605 -11%
HAI
377
Hennessy Advisors Inc
California
$7.5M -$445K -3,800 -6%
MNBTD
378
Moody National Bank Trust Division
Texas
$7.46M -$34.5K -295 -0.5%
SIA
379
Sit Investment Associates
Minnesota
$7.41M -$1.42M -12,150 -16%
BC
380
Brinker Capital
Pennsylvania
$7.32M +$130K +1,114 +2%
AIMCA
381
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.32M +$5.61M +47,900 +328%
FCI
382
Financial Counselors Inc
Kansas
$7.29M +$60.2K +514 +0.8%
PFP
383
Pinnacle Financial Partners
Tennessee
$7.18M +$414K +3,535 +6%
BFIM
384
Beese Fulmer Investment Management
Ohio
$7.15M +$389K +3,325 +6%
CC
385
Carlson Capital
Texas
$7.15M -$16.5M -141,202 -70%
CAN
386
Cetera Advisor Networks
California
$7.1M +$88.5K +755 +1%
ANI
387
American National Insurance
Texas
$7.1M -$463K -3,955 -6%
CK
388
Cohen Klingenstein
New York
$7M – – –
Berkshire Hathaway
389
Berkshire Hathaway
Nebraska
$6.95M – – –
BMC
390
Benin Management Corp
Connecticut
$6.93M -$248K -2,115 -3%
MCM
391
MAI Capital Management
Ohio
$6.88M +$9.25K +79 +0.1%
CIP
392
Chartwell Investment Partners
Pennsylvania
$6.86M +$123K +1,055 +2%
BRA
393
Biechele Royce Advisors
Indiana
$6.68M +$3.16K +27 +0%
ABC
394
Associated Banc-Corp
Wisconsin
$6.59M +$96.2K +822 +1%
KCM
395
Kornitzer Capital Management
Kansas
$6.59M +$37.5K +320 +0.6%
AIM
396
Achmea Investment Management
Netherlands
$6.58M -$2.14M -18,306 -25%
HA
397
Hamel Associates
New Jersey
$6.57M -$5.85K -50 -0.1%
DILIC
398
Dai-ichi Life Insurance Company
Japan
$6.54M +$43K +367 +0.7%
EWA
399
EP Wealth Advisors
California
$6.52M -$125K -1,065 -2%
CBT
400
Capital Bank & Trust
California
$6.51M +$32.9K +281 +0.5%
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