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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 %
HB
626
Homrich & Berg
Georgia
$2.54M +$153K +1,305 +6%
FC
627
Fusion Capital
South Carolina
$2.52M +$2.52M +21,522 New
NIC
628
Northwest Investment Counselors
Oregon
$2.51M +$46.2K +395 +2%
GLA
629
Great Lakes Advisors
Illinois
$2.5M -$14.2K -121 -0.6%
TNA
630
True North Advisors
Texas
$2.49M +$2.49M +21,293 New
WWM
631
Willingdon Wealth Management
North Carolina
$2.47M -$25.6K -219 -1%
CG
632
Colony Group
Massachusetts
$2.46M -$3.63K -31 -0.1%
Luther King Capital Management (LKCM)
633
Luther King Capital Management (LKCM)
Texas
$2.46M -$257K -2,199 -9%
BCM
634
Bayesian Capital Management
New York
$2.46M +$2.46M +21,000 New
IC
635
Intersect Capital
California
$2.44M -$33.1K -283 -1%
SCA
636
Stokes Capital Advisors
South Carolina
$2.44M +$153K +1,310 +7%
APC
637
Aspire Private Capital
North Carolina
$2.44M -$174K -1,487 -7%
CCM
638
Canal Capital Management
Virginia
$2.43M +$115K +986 +5%
ARTA
639
A.R.T. Advisors
New York
$2.43M +$2.43M +20,730 New
BA
640
Bristlecone Advisors
Washington
$2.42M -$221K -1,892 -8%
MCM
641
Monument Capital Management
Virginia
$2.42M +$35.2K +301 +1%
RC
642
Roundview Capital
New Jersey
$2.42M +$480K +4,097 +25%
SCM
643
Stellar Capital Management
Arizona
$2.42M +$81.4K +695 +3%
NRS
644
Neville Rodie & Shaw
New York
$2.4M -$41.6K -355 -2%
BUB
645
BBVA USA Bancshares
Texas
$2.37M -$164K -1,405 -6%
GLA
646
Good Life Advisors
Pennsylvania
$2.37M +$5.16K +44 +0.2%
PCTC
647
Perkins Coie Trust Company
Washington
$2.37M +$120K +1,028 +5%
NERM
648
New England Research & Management
Illinois
$2.36M +$679K +5,800 +40%
BHWA
649
Beacon Harbor Wealth Advisors
Virginia
$2.35M +$20.5K +175 +0.9%
FA
650
Fortis Advisors
Pennsylvania
$2.35M +$702 +6 +0%
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