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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 %
CONA
901
Capital One National Association
New York
$1.07M +$1.07M +9,174 New
CA
902
Clearstead Advisors
Ohio
$1.07M +$70K +598 +7%
Los Angeles Capital Management
903
Los Angeles Capital Management
California
$1.07M -$9.81M -83,800 -90%
CF
904
Centaurus Financial
California
$1.07M +$26.7K +228 +3%
FHB
905
First Hawaiian Bank
Hawaii
$1.07M +$36K +308 +3%
PGIM
906
Pacific Global Investment Management
California
$1.07M -$9.48K -81 -0.9%
S
907
Seeyond
France
$1.06M -$57K -487 -5%
HCMT
908
Highland Capital Management (Tennessee)
Tennessee
$1.06M -$49.9K -426 -4%
YMRC
909
Yorktown Management & Research Company
Virginia
$1.05M – – –
WAM
910
Wealthspire Advisors (Maryland)
Maryland
$1.05M +$106K +906 +11%
AF
911
Ally Financial
Michigan
$1.05M +$1.05M +9,000 New
HI
912
Horizon Investments
North Carolina
$1.04M -$3.61M -30,806 -78%
LA
913
Legacy Advisors
Pennsylvania
$1.03M -$30.3K -259 -3%
SBA
914
Secrest Blakey & Associates
North Carolina
$1.02M -$573K -4,894 -36%
IA
915
IFG Advisory
Georgia
$1.02M -$190K -1,622 -16%
SDAM
916
Shulman DeMeo Asset Management
New York
$1.01M +$36.5K +312 +4%
RA
917
RFG Advisory
Alabama
$1.01M +$81.9K +700 +9%
GCM
918
Gladius Capital Management
Illinois
$995K +$284K +2,425 +40%
CL
919
CPWM LLC
Washington
$989K +$1.52K +13 +0.2%
MCM
920
Mork Capital Management
California
$983K +$983K +8,400 New
CCMG
921
Clark Capital Management Group
Pennsylvania
$976K -$10.5K -90 -1%
BBA
922
BLB&B Advisors
Pennsylvania
$974K -$43.1K -368 -4%
LWS
923
Lucia Wealth Services
California
$973K +$470K +4,011 +93%
FMC
924
First Merchants Corp
Indiana
$970K -$227K -1,934 -19%
AWM
925
Aevitas Wealth Management
Massachusetts
$970K -$91.6K -783 -9%
35 36
37
38 39