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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 %
BW
576
Bison Wealth
Georgia
$3.21M +$11.9K +102 +0.4%
IAN
577
Integrated Advisors Network
Texas
$3.2M +$3.2M +27,366 New
Mirae Asset Global Investments
578
Mirae Asset Global Investments
South Korea
$3.2M +$530K +4,528 +20%
OFG
579
OmniStar Financial Group
North Carolina
$3.19M -$91.3K -780 -3%
NMIMC
580
Northwestern Mutual Investment Management Company
Wisconsin
$3.19M +$73.4K +627 +2%
AC
581
Addenda Capital
Quebec, Canada
$3.18M +$495K +4,228 +18%
SC
582
Schulhoff & Co
Ohio
$3.16M +$21.5K +184 +0.7%
SPIA
583
Steward Partners Investment Advisory
New York
$3.16M +$316K +2,698 +11%
CANC
584
Culbertson A N & Co
Virginia
$3.16M +$35.5K +303 +1%
NSIM
585
North Star Investment Management
Illinois
$3.15M +$157K +1,340 +5%
CHC
586
City Holding Co
West Virginia
$3.13M -$61.2K -523 -2%
CIC
587
Chilton Investment Company
Connecticut
$3.13M -$867K -7,403 -22%
FMWA
588
Forvis Mazars Wealth Advisors
Missouri
$3.03M -$120K -1,021 -4%
ATI
589
Act Two Investors
California
$3.01M -$2.64M -22,548 -47%
Parallax Volatility Advisers
590
Parallax Volatility Advisers
California
$3M +$637K +5,445 +27%
LWM
591
Lyons Wealth Management
Florida
$2.96M -$476K -4,064 -14%
AT
592
Arden Trust
Delaware
$2.94M +$207K +1,767 +8%
SS
593
Simplicity Solutions
Minnesota
$2.94M +$185K +1,579 +7%
DA
594
Dillon & Associates
Michigan
$2.92M -$1.63M -13,950 -36%
BIA
595
BMT Investment Advisors
Pennsylvania
$2.92M – – –
NGA
596
Naples Global Advisors
Florida
$2.91M +$57.4K +490 +2%
FB
597
Fulton Bank
Pennsylvania
$2.91M -$1.15M -9,789 -28%
SAM
598
Silvercrest Asset Management
New York
$2.91M +$916K +7,824 +46%
RWM
599
Rench Wealth Management
Texas
$2.86M +$141K +1,202 +5%
HAG
600
HighPoint Advisor Group
Illinois
$2.85M -$44.5K -379 -2%
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