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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 %
TC
501
TwinBeech Capital
New York
$4.34M +$4.34M +37,091 New
ACM
502
Azimuth Capital Management
Michigan
$4.32M +$131K +1,120 +3%
BCCM
503
Bridge Creek Capital Management
Massachusetts
$4.3M +$26.9K +230 +0.6%
GP
504
Girard Partners
Pennsylvania
$4.27M +$71.5K +611 +2%
AFG
505
Albion Financial Group
Utah
$4.26M +$75.9K +648 +2%
BCM
506
Brookstone Capital Management
Illinois
$4.26M +$57.8K +494 +1%
PCM
507
Princeton Capital Management
New Jersey
$4.25M -$33.9K -329 -0.8%
BRM
508
Boston Research & Management
Massachusetts
$4.23M +$78.9K +674 +2%
WAS
509
Wealth Advisory Solutions
Indiana
$4.23M +$4.23M +36,110 New
KRS
510
Kentucky Retirement Systems
Kentucky
$4.22M +$31.3K +267 +0.7%
VWA
511
Visionary Wealth Advisors
Illinois
$4.21M +$4.21M +35,949 New
LRPA
512
L. Roy Papp & Associates
Arizona
$4.19M -$360K -3,078 -8%
BONST
513
Bank of Nova Scotia Trust
Ontario, Canada
$4.17M -$48K -410 -1%
Man Group
514
Man Group
United Kingdom
$4.15M -$607K -5,188 -13%
EOJOAM
515
E. Ohman J:or Asset Management
Sweden
$4.11M +$505K +4,311 +14%
ACM
516
Advent Capital Management
New York
$4.1M +$4.1M +35,000 New
SIA
517
SeaBridge Investment Advisors
New Jersey
$4.09M -$60.3K -515 -1%
GAM
518
Gotham Asset Management
New York
$4.05M +$2.39M +20,378 +144%
FIM
519
Frontier Investment Management
Texas
$4.04M -$910K -7,772 -18%
PP
520
PDS Planning
Ohio
$4.04M -$2.46K -21 -0.1%
BSW
521
Buckingham Strategic Wealth
Missouri
$4.03M +$2.2M +18,802 +121%
IHL
522
Investment House LLC
California
$4.01M +$215K +1,841 +6%
CM
523
Capital Management
Virginia
$4.01M -$71.1K -607 -2%
MCM
524
Mattern Capital Management
Colorado
$3.99M +$3.99M +34,096 New
Citadel Advisors
525
Citadel Advisors
Florida
$3.99M -$13.2M -113,013 -77%
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