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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 %
FBT
726
First Bank & Trust
South Dakota
$1.81M -$63.2K -540 -3%
BHB
727
Bank Hapoalim BM
Israel
$1.8M -$114K -970 -6%
PAMG
728
Patton Albertson Miller Group
Tennessee
$1.8M +$52.1K +445 +3%
KWM
729
Kingsview Wealth Management
Oregon
$1.79M +$393K +3,358 +28%
FNT
730
First National Trust
Pennsylvania
$1.78M +$1.29K +11 +0.1%
AP
731
Advisor Partners
California
$1.78M +$130K +1,102 +8%
ACM
732
Ativo Capital Management
Illinois
$1.77M -$11.5K -98 -0.6%
BWP
733
Bernardo Wealth Planning
Pennsylvania
$1.77M -$10.8K -92 -0.6%
SC
734
Skylands Capital
Wisconsin
$1.77M -$281K -2,400 -14%
IBOK
735
Independence Bank of Kentucky
Kentucky
$1.76M -$12.9K -110 -0.7%
BE
736
Bonness Enterprises
District of Columbia
$1.76M – – –
TCOT
737
Trust Company of Toledo
Ohio
$1.75M +$9.84K +84 +0.6%
LHC
738
Little House Capital
Massachusetts
$1.75M -$519K -4,438 -23%
LNWWM
739
Laird Norton Wetherby Wealth Management
California
$1.74M -$65.3K -558 -4%
PFA
740
Pure Financial Advisors
California
$1.72M – – –
MCAI
741
Members Capital Advisors Inc
Wisconsin
$1.72M +$1.72M +14,697 New
HWM
742
Hohimer Wealth Management
Washington
$1.72M +$1.72M +14,664 New
MWM
743
Maltin Wealth Management
New Jersey
$1.71M +$1.71M +14,587 New
ECM
744
Everence Capital Management
Indiana
$1.71M -$645K -5,513 -27%
IAM
745
Impala Asset Management
Florida
$1.7M -$82.4M -703,998 -98%
AAS
746
Avantax Advisory Services
Texas
$1.7M +$915K +7,806 +117%
SCA
747
Snowden Capital Advisors
New York
$1.7M +$407K +3,476 +32%
MAM
748
Morse Asset Management
Connecticut
$1.69M +$247K +2,109 +17%
MCM
749
Mengis Capital Management
Oregon
$1.68M -$58.1K -496 -3%
EM
750
Excalibur Management
Massachusetts
$1.68M -$10.2K -87 -0.6%
28 29
30
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