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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 %
WA1
751
Wimmer Associates 1
California
$1.66M +$2.93K +25 +0.2%
BP
752
Ballentine Partners
Massachusetts
$1.66M +$4.45K +38 +0.3%
Kayne Anderson Rudnick Investment Management
753
Kayne Anderson Rudnick Investment Management
California
$1.66M +$777K +6,635 +88%
KFA
754
Kays Financial Advisory
Georgia
$1.65M +$72.2K +617 +5%
PAM
755
Panagora Asset Management
Massachusetts
$1.65M +$80.1K +684 +5%
PSUF
756
People's United Financial
Connecticut
$1.64M -$108K -925 -6%
AC
757
Addison Capital
Pennsylvania
$1.64M – – –
TAM
758
Tradition Asset Management
Virginia
$1.64M -$16K -137 -1%
BPWA
759
Beacon Pointe Wealth Advisors
California
$1.64M – – –
ATPW
760
Ashton Thomas Private Wealth
Arizona
$1.63M +$65.3K +558 +4%
SIC
761
Shoker Investment Counsel
Ohio
$1.63M +$39.4K +337 +2%
GIM
762
Groesbeck Investment Management
New Jersey
$1.63M +$1.63M +13,900 New
SGCA
763
Steel Grove Capital Advisors
Tennessee
$1.62M +$1.05K +9 +0.1%
PA
764
Profund Advisors
Maryland
$1.61M +$192K +1,637 +14%
CT
765
Coastline Trust
Rhode Island
$1.61M +$18.1K +155 +1%
TNB
766
TCF National Bank
South Dakota
$1.6M +$48.6K +415 +3%
SCM
767
Sterneck Capital Management
Missouri
$1.6M +$31.1K +266 +2%
DWA
768
Douglass Winthrop Advisors
New York
$1.6M -$222K -1,897 -12%
Cetera Investment Advisers
769
Cetera Investment Advisers
Illinois
$1.59M -$22.6K -193 -1%
AFS
770
Access Financial Services
Minnesota
$1.59M -$9.48K -81 -0.6%
UAS
771
United Asset Strategies
New York
$1.59M -$25.4K -217 -2%
WTC
772
WhitTier Trust Company
Nevada
$1.58M +$12.4K +106 +0.8%
RCM
773
Radnor Capital Management
Pennsylvania
$1.56M – – –
PIMG
774
Patriot Investment Management Group
Tennessee
$1.55M +$22.8K +195 +1%
HIM
775
HawsGoodwin Investment Management
Tennessee
$1.54M +$1.54M +13,169 New
29 30
31
32 33