UPS icon

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 %
MYLI
676
Meiji Yasuda Life Insurance
Japan
$2.16M -$25.3K -216 -1%
PMG
677
ProVise Management Group
Florida
$2.15M -$22.6K -193 -1%
PA
678
Pinnacle Associates
New York
$2.11M +$204K +1,739 +11%
CCMINC
679
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.1M -$30.6K -261 -1%
CNBT
680
Canandaigua National Bank & Trust
New York
$2.09M -$136K -1,163 -6%
GWMIA
681
Global Wealth Management Investment Advisory
Florida
$2.09M +$148K +1,260 +8%
BCM
682
BTR Capital Management
California
$2.09M +$21.7K +185 +1%
AW
683
ACG Wealth
Georgia
$2.09M -$16.4K -140 -0.8%
PP
684
Pegasus Partners
Wisconsin
$2.08M +$1.08M +9,242 +109%
NCM
685
Novare Capital Management
North Carolina
$2.07M +$116K +987 +6%
FA
686
Fagan Associates
New York
$2.06M +$58.5K +500 +3%
PGFC
687
Peapack-Gladstone Financial Corp
New Jersey
$2.06M +$44.5K +380 +2%
FMTCOCP
688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.05M -$52.7K -450 -3%
PFS
689
Physicians Financial Services
North Carolina
$2.04M +$23.4K +200 +1%
AMIM
690
Aull & Monroe Investment Management
Alabama
$2.03M – – –
GG
691
Gofen & Glossberg
Illinois
$2.03M -$23.4K -200 -1%
SSWM
692
Smith Salley Wealth Management
North Carolina
$2.02M -$23.4K -200 -1%
HCM
693
Howland Capital Management
Massachusetts
$2.02M -$344K -2,940 -15%
Kovitz Investment Group Partners
694
Kovitz Investment Group Partners
Illinois
$2M -$23.8M -203,266 -92%
CB
695
Community Bank
New York
$1.96M -$25K -214 -1%
AAM
696
Auxier Asset Management
Oregon
$1.96M -$14.9K -127 -0.8%
FA
697
FDx Advisors
Illinois
$1.95M -$358K -3,057 -16%
LIA
698
LS Investment Advisors
Michigan
$1.95M -$13.6K -116 -0.7%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M +$14.4K +123 +0.7%
FAM
700
Foothills Asset Management
Arizona
$1.94M +$12.3K +105 +0.6%
26 27
28
29 30