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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 %
IAA
526
Independent Advisor Alliance
North Carolina
$3.94M +$330K +2,817 +9%
PSC
527
Prentiss Smith & Co
Vermont
$3.94M -$70K -598 -2%
BAM
528
Barrett Asset Management
New York
$3.94M -$252K -2,150 -6%
MCM
529
Murphy Capital Management
New Jersey
$3.92M +$7.61K +65 +0.2%
AIM
530
Anchor Investment Management
South Carolina
$3.91M +$233K +1,993 +6%
FBT
531
First Bankers Trust
Kentucky
$3.91M +$815K +6,959 +26%
CWS
532
Cypress Wealth Services
California
$3.91M -$11.1K -95 -0.3%
LSERS
533
Louisiana State Employees Retirement System
Louisiana
$3.9M -$35.1K -300 -0.9%
RC
534
RegentAtlantic Capital
New Jersey
$3.9M +$351 +3 +0%
RP
535
Rowlandmiller & Partners
Georgia
$3.88M +$60.2K +514 +2%
NSAM
536
North Star Asset Management
Wisconsin
$3.87M +$109K +927 +3%
Daiwa Securities Group
537
Daiwa Securities Group
Japan
$3.81M +$108K +923 +3%
BCM
538
Brookmont Capital Management
Texas
$3.8M -$319K -2,725 -8%
BF
539
BOK Financial
Oklahoma
$3.8M +$94.9K +811 +3%
ECM
540
EagleClaw Capital Management
Massachusetts
$3.8M +$243K +2,075 +7%
HC
541
Hendley & Co
Ohio
$3.79M +$1.38M +11,830 +58%
PT
542
Plimoth Trust
Massachusetts
$3.79M -$21.7K -185 -0.6%
OIM
543
Opus Investment Management
Massachusetts
$3.78M – – –
QOP
544
Quinn Opportunity Partners
Virginia
$3.75M +$117K +1,000 +3%
Nordea Investment Management
545
Nordea Investment Management
Sweden
$3.69M -$324K -2,784 -8%
BIMC
546
Benson Investment Management Company
Virginia
$3.65M -$32.2K -275 -0.9%
AAA
547
Adams Asset Advisors
Texas
$3.64M -$134K -1,148 -4%
HCM
548
Horrell Capital Management
Arkansas
$3.63M +$13.3K +114 +0.4%
MC
549
Moors & Cabot
Massachusetts
$3.62M -$412K -3,497 -10%
AUB
550
Atlantic Union Bankshares
Virginia
$3.61M +$27.9K +238 +0.8%
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