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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 %
FC
851
Financial Consulate
Maryland
$1.24M +$1.29K +11 +0.1%
BDWM
852
Brewin Dolphin Wealth Management
Ireland
$1.23M – – –
WR
853
Watson Rebecca
$1.23M +$1.23M +10,535 New
GIA
854
GHP Investment Advisors
Colorado
$1.23M +$118K +1,009 +11%
CCP
855
Corient Capital Partners
California
$1.23M +$41.7K +356 +4%
HCM
856
Hutner Capital Management
Vermont
$1.22M +$6.44K +55 +0.5%
FI
857
FormulaFolio Investments
Michigan
$1.22M -$149K -1,276 -11%
CFIA
858
Cantor Fitzgerald Investment Advisors
New York
$1.21M – – –
VNA
859
Valley National Advisers
Pennsylvania
$1.21M +$3.39K +29 +0.3%
NL
860
NWAM LLC
Washington
$1.21M +$49.3K +421 +4%
AA
861
Ancora Advisors
Ohio
$1.21M -$66.7K -570 -5%
HS
862
Haafor (Singapore)
Singapore
$1.2M +$1.2M +10,251 New
RT
863
Rockland Trust
Massachusetts
$1.19M +$87.8K +750 +8%
FUBT
864
First United Bank & Trust
Maryland
$1.19M -$29.2K -249 -2%
AWM
865
Aberdeen Wealth Management
Illinois
$1.19M +$1.19M +10,164 New
REMPR
866
Roof Eidam Maycock Peralta (REMP)
California
$1.18M +$1.18M +10,115 New
CTC
867
Central Trust Company
Missouri
$1.18M -$2.34K -20 -0.2%
AAM
868
Ascension Asset Management
New York
$1.18M +$10.5K +90 +0.9%
LAIC
869
Lederer & Associates Investment Counsel
California
$1.18M +$12.9K +110 +1%
AWM
870
Altium Wealth Management
New York
$1.17M +$71.3K +609 +6%
FMT
871
First Mercantile Trust
Tennessee
$1.17M +$3.04K +26 +0.3%
SLF
872
Sun Life Financial
Ontario, Canada
$1.17M -$336K -2,873 -22%
VNIM
873
Vaughan Nelson Investment Management
Texas
$1.17M – – –
AAIM
874
American Assets Investment Management
California
$1.17M – – –
BPM
875
Bronson Point Management
Connecticut
$1.17M +$1.17M +10,000 New
33 34
35
36 37