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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 %
IPW
801
Inlet Private Wealth
Florida
$1.46M -$35.1K -300 -2%
DCM
802
Dupont Capital Management
Delaware
$1.45M +$377K +3,217 +35%
MGIM
803
M&G Investment Management
United Kingdom
$1.45M +$1.45M +12,429 New
VF
804
Virtu Financial
New York
$1.45M +$552K +4,712 +62%
LTI
805
Laffer Tengler Investments
Tennessee
$1.45M +$729K +6,228 +102%
CCM
806
Coe Capital Management
Illinois
$1.44M -$122K -1,046 -8%
CAM
807
Cresset Asset Management
Illinois
$1.44M +$14K +120 +1%
CIC
808
Carnegie Investment Counsel
Ohio
$1.44M +$369K +3,150 +35%
GC
809
Guardian Capital
Ontario, Canada
$1.44M – – –
Carson Wealth (CWM LLC)
810
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
MFWM
811
Motley Fool Wealth Management
Virginia
$1.43M +$244K +2,080 +20%
ATC
812
Argent Trust Co
Tennessee
$1.43M -$329K -2,812 -19%
GJIC
813
Gamble Jones Investment Counsel
California
$1.43M -$41K -350 -3%
LIM
814
Loudon Investment Management
New Hampshire
$1.42M – – –
VI
815
Vestcor Inc
New Brunswick, Canada
$1.42M +$1.42M +12,152 New
CAPTRUST Financial Advisors
816
CAPTRUST Financial Advisors
North Carolina
$1.42M +$288K +2,467 +26%
CHJWM
817
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.41M +$252K +2,190 +22%
HI
818
Human Investing
Oregon
$1.4M -$9.01K -77 -0.6%
AF
819
Arrow Financial
New York
$1.39M -$26.3K -225 -2%
ZB
820
Zions Bancorporation
Utah
$1.39M -$846K -7,225 -38%
EP
821
Eudaimonia Partners
Tennessee
$1.39M +$1.39M +11,869 New
RHDIC
822
R.H. Dinel Investment Counsel
California
$1.39M – – –
DTL
823
Dynamic Technology Lab
Singapore
$1.39M +$1.39M +11,831 New
CA
824
Cetera Advisors
Colorado
$1.38M +$91.8K +784 +7%
GFA
825
Gifford Fong Associates
California
$1.38M – – –
31 32
33
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