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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 %
WB
426
WesBanco Bank
West Virginia
$5.96M +$57.9K +495 +1%
AI
427
Atria Investments
North Carolina
$5.95M -$1.77M -15,130 -23%
VanEck Associates
428
VanEck Associates
New York
$5.93M +$247K +2,107 +4%
IEFM
429
IQ EQ Fund Management
Ireland
$5.87M -$74K -632 -1%
OC
430
Oppenheimer & Co
New York
$5.82M +$93.3K +797 +2%
TAF
431
Tredje AP-fonden
Sweden
$5.79M +$89.2K +762 +2%
Brown Advisory
432
Brown Advisory
Maryland
$5.78M +$190K +1,620 +3%
PP
433
Palladium Partners
Virginia
$5.77M +$5.53M +47,282 +2,319%
RFM
434
Royal Fund Management
Florida
$5.77M +$1M +8,579 +21%
SBIA
435
Sheaff Brock Investment Advisors
Indiana
$5.76M -$90.7K -775 -2%
LDB
436
Lee, Danner & Bass
Tennessee
$5.7M +$299K +2,552 +6%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$5.67M +$635K +5,426 +13%
OSIA
438
O'Shares Investment Advisers
Massachusetts
$5.64M +$374K +3,198 +7%
HL
439
HeadInvest LLC
Maine
$5.62M +$12.9K +110 +0.2%
SC
440
Sepio Capital
Utah
$5.58M +$7.14K +61 +0.1%
WAS
441
WESPAC Advisors SoCal
California
$5.54M +$299K +2,556 +6%
BB
442
Bell Bank
North Dakota
$5.53M +$16.4K +140 +0.3%
Fisher Asset Management
443
Fisher Asset Management
Washington
$5.49M -$62.4K -533 -1%
Capstone Investment Advisors
444
Capstone Investment Advisors
New York
$5.42M +$3.8M +32,479 +235%
JG
445
Jefferies Group
New York
$5.39M +$4.95M +42,325 +1,144%
LW
446
Linscomb Wealth
Texas
$5.38M +$192K +1,642 +4%
SG Americas Securities
447
SG Americas Securities
New York
$5.36M -$2.57M -21,914 -32%
SFWA
448
Summit Financial Wealth Advisors
Louisiana
$5.34M -$169K -1,468 -3%
MIA
449
MainStreet Investment Advisors
Illinois
$5.31M +$434K +3,702 +9%
EFIC
450
Eliot Finkel Investment Counsel
California
$5.3M -$4.68K -40 -0.1%
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