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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 %
IR
651
IAT Reinsurance
New York
$2.34M – – –
CS
652
Comerica Securities
Michigan
$2.34M +$201K +1,717 +9%
AAMA
653
Advanced Asset Management Advisors
Ohio
$2.34M +$2.34M +20,000 New
Wealthfront Advisers
654
Wealthfront Advisers
California
$2.34M -$318K -2,719 -12%
SL
655
Summitry LLC
California
$2.32M +$184K +1,570 +9%
NA
656
NewEdge Advisors
Louisiana
$2.31M -$2.11K -18 -0.1%
AWM
657
Arbor Wealth Management
Florida
$2.3M -$2.55M -21,744 -53%
SLI
658
Sumitomo Life Insurance
Japan
$2.3M +$129K +1,102 +6%
MHC
659
Meyer Handelman Company
New York
$2.29M – – –
KA
660
Kintegral Advisory
New York
$2.27M – – –
AWM
661
Avitas Wealth Management
California
$2.27M +$9.6K +82 +0.4%
BCV
662
Banque Cantonale Vaudoise
Switzerland
$2.26M +$2.26M +19,307 New
TA
663
Townsend & Associates
Colorado
$2.26M +$113K +968 +5%
VAS
664
Vestmark Advisory Solutions
Massachusetts
$2.25M -$610K -5,215 -21%
MIAN
665
Mariner Independent Advisor Network
Kansas
$2.25M +$50.7K +433 +2%
SIM
666
Spark Investment Management
New York
$2.24M +$2.24M +19,100 New
BC
667
Burney Company
Virginia
$2.23M +$2.23M +19,050 New
IMOV
668
Investment Management of Virginia
Virginia
$2.22M +$5.86K +50 +0.3%
TCOV
669
Trust Company of Vermont
Vermont
$2.21M -$53.4K -456 -2%
QP
670
Quilter Plc
United Kingdom
$2.19M +$2.19M +18,704 New
OIA
671
Optimum Investment Advisors
Illinois
$2.18M +$79.4K +678 +4%
BCM
672
Bluefin Capital Management
New York
$2.17M +$2.17M +18,568 New
MIM
673
Miller Investment Management
Pennsylvania
$2.17M – – –
GCA
674
Gideon Capital Advisors
New York
$2.16M +$1.01M +8,587 +87%
HIM
675
Harbour Investment Management
Washington
$2.16M +$69.8K +596 +3%
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