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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 %
IFWM
876
Institute for Wealth Management
Colorado
$1.17M -$2.22K -19 -0.2%
DI
877
DAGCO Inc
Ohio
$1.16M +$17.3K +148 +2%
MERSOM
878
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M +$12.9K +110 +1%
FFBTD
879
First Financial Bank - Trust Division
Ohio
$1.16M -$33K -282 -3%
CFA
880
Carroll Financial Associates
North Carolina
$1.15M -$10.6K -91 -0.9%
KFGK
881
Keystone Financial Group (Kentucky)
Kentucky
$1.15M -$44.1K -377 -4%
AF
882
AMG Funds
Connecticut
$1.15M -$124K -1,063 -10%
CG
883
Caprock Group
Idaho
$1.15M +$54K +461 +5%
CPA
884
Court Place Advisors
Maryland
$1.14M +$215K +1,837 +23%
CWM
885
Cornerstone Wealth Management
Missouri
$1.14M +$41.2K +352 +4%
LNC
886
Lincoln National Corp
Pennsylvania
$1.14M +$43.7K +373 +4%
HHGA
887
Halbert Hargrove Global Advisors
California
$1.13M +$5.74K +49 +0.5%
SFSG
888
Stearns Financial Services Group
North Carolina
$1.13M -$60K -513 -5%
MCM
889
Monarch Capital Management
Indiana
$1.13M +$99.5K +850 +10%
VFM
890
Vivid Financial Management
California
$1.12M +$1.12M +10,901 New
FVWA
891
Foster Victor Wealth Advisors
South Carolina
$1.12M +$213K +1,824 +23%
SBWM
892
Sunflower Bank Wealth Management
Arizona
$1.11M -$65K -555 -6%
BS
893
Boenning & Scattergood
Pennsylvania
$1.1M -$16.2K -138 -1%
GCA
894
Guardian Capital Advisors
Ontario, Canada
$1.1M +$42.8K +365 +4%
1SB
895
1ST Source Bank
Indiana
$1.09M -$301K -2,569 -22%
IP
896
Intellectus Partners
California
$1.09M +$1.52K +13 +0.1%
RIM
897
Rampart Investment Management
Connecticut
$1.09M +$52.7K +450 +5%
BI
898
Bredin Investment
Delaware
$1.08M – – –
GAMC
899
Garner Asset Management Corp
Texas
$1.08M +$2.34K +20 +0.2%
GRP
900
Global Retirement Partners
California
$1.07M +$552K +4,719 +106%
34 35
36
37 38