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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 %
BBVA
551
Banco Bilbao Vizcaya Argentaria
Spain
$3.59M +$3.59M +30,675 New
AWP
552
Ascent Wealth Partners
New York
$3.59M -$234 -2 -0%
BPB
553
Badgley, Phelps & Bell
Washington
$3.57M -$335K -2,861 -9%
SWMG
554
Signature Wealth Management Group
Georgia
$3.56M +$17.9K +153 +0.5%
Cohen & Steers
555
Cohen & Steers
New York
$3.55M -$17.7K -151 -0.5%
LDFR
556
Lehman & Derafelo Financial Resources
Pennsylvania
$3.55M -$23.3K -199 -0.7%
BFEC
557
Benjamin F. Edwards & Company
Missouri
$3.52M +$248K +2,115 +8%
NEI
558
Northwest & Ethical Investments
Ontario, Canada
$3.52M -$1.32M -11,270 -27%
WC
559
Woodstock Corp
Massachusetts
$3.52M -$17.6K -150 -0.5%
SWM
560
SVA Wealth Management
Wisconsin
$3.49M -$26.7K -228 -0.8%
CCM
561
Cadence Capital Management
Massachusetts
$3.49M +$355K +3,032 +11%
HWM
562
Holloway Wealth Management
Florida
$3.47M -$3.54M – –
SS
563
Sunbelt Securities
Texas
$3.46M +$348K +2,974 +11%
CIP
564
Cornerstone Investment Partners
Georgia
$3.45M – – –
TF
565
Tompkins Financial
New York
$3.45M +$214K +1,828 +7%
MFG
566
Monte Financial Group
Connecticut
$3.37M -$75.3K -643 -2%
ACA
567
Aptus Capital Advisors
Alabama
$3.37M +$480K +4,102 +17%
VI
568
Versor Investments
New York
$3.35M +$3.35M +28,600 New
V
569
Veritable
Delaware
$3.33M +$93.3K +797 +3%
IMC Chicago
570
IMC Chicago
Illinois
$3.32M +$3.32M +28,362 New
DIA
571
Dean Investment Associates
Ohio
$3.28M -$75.5K -645 -2%
III
572
Independent Investors Inc
New York
$3.26M -$46.8K -400 -1%
BLAM
573
Bourne Lent Asset Management
New York
$3.24M +$23.4K +200 +0.7%
PWS
574
Peloton Wealth Strategists
Indiana
$3.23M -$131K -1,120 -4%
SCM
575
Shelton Capital Management
Colorado
$3.23M +$1.9M +16,242 +143%
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