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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 %
CB
401
Cadence Bank
Mississippi
$6.5M -$894K -7,640 -12%
TCM
402
Tufton Capital Management
Maryland
$6.45M -$25.2K -215 -0.4%
GWI
403
Grace & White Inc
New York
$6.44M – – –
9WM
404
9258 Wealth Management
Ohio
$6.4M +$4.11M +35,095 +179%
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$6.39M +$241K +2,060 +4%
AWM
406
AE Wealth Management
Kansas
$6.37M +$758K +6,476 +14%
NIM
407
Northeast Investment Management
Massachusetts
$6.36M +$17.7K +151 +0.3%
TH
408
TCTC Holdings
Texas
$6.35M -$11.7K -100 -0.2%
MAM
409
Madison Asset Management
Wisconsin
$6.33M +$6.33M +54,036 New
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$6.3M – – –
Canada Pension Plan Investment Board
411
Canada Pension Plan Investment Board
Ontario, Canada
$6.29M +$2.74M +23,439 +77%
Wolverine Trading
412
Wolverine Trading
Illinois
$6.29M +$6.29M +53,982 New
WAM
413
World Asset Management
Michigan
$6.24M +$60.8K +519 +1%
FNF
414
Fidelity National Financial
Florida
$6.2M – – –
DWT
415
Dorsey & Whitney Trust
South Dakota
$6.15M -$646K -5,517 -10%
SFS
416
Sowell Financial Services
Arkansas
$6.14M -$27.9K -238 -0.5%
PI
417
PineBridge Investments
New York
$6.13M +$2.55M +21,769 +71%
MMA
418
Miracle Mile Advisors
California
$6.13M +$109K +930 +2%
WI
419
WBI Investments
New Jersey
$6.1M +$3.73M +31,850 +157%
IG
420
ING Group
Netherlands
$6.09M +$5.44M +46,484 +844%
DP
421
Dearborn Partners
Illinois
$6.07M +$311K +2,659 +5%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$6.05M +$257K +2,193 +4%
BIAS
423
Beacon Investment Advisory Services
New Jersey
$6.01M +$5.79M +49,467 +2,591%
KFP
424
Keystone Financial Planning
Ohio
$5.98M +$216K +1,849 +4%
EWM
425
Executive Wealth Management
Michigan
$5.97M +$34.8K +297 +0.6%
15 16
17
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