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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 %
MIAS
926
Mason Investment Advisory Services
Virginia
$970K – – –
CP
927
Camelot Portfolios
Ohio
$965K +$965K +8,240 New
ZCA
928
Zeke Capital Advisors
Pennsylvania
$964K -$52.6K -449 -5%
BCI
929
Brinker Capital Investments
Pennsylvania
$961K +$6.33K +54 +0.7%
SSG
930
Summit Securities Group
New York
$960K +$960K +8,200 New
LC
931
Lincoln Capital
Nebraska
$956K -$13K -111 -1%
BRWA
932
B. Riley Wealth Advisors
Florida
$954K +$153K +1,308 +19%
CC
933
Cedar Capital
Illinois
$953K +$102K +868 +12%
WS
934
Wedbush Securities
California
$952K +$55.8K +477 +6%
EHWM
935
Eads & Heald Wealth Management
Georgia
$951K +$735K +6,284 +341%
CAM
936
Chesapeake Asset Management
New York
$947K -$168K -1,435 -15%
AOWM
937
Alpha Omega Wealth Management
Virginia
$946K – – –
CG
938
Cutler Group
California
$944K +$687K +5,875 +268%
SFG
939
SevenBridge Financial Group
Pennsylvania
$942K -$37.6K -321 -4%
SACTSONJ
940
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$936K – – –
FI
941
Fosun International
China
$928K +$928K +7,800 New
LCM
942
Logan Capital Management
Pennsylvania
$926K -$96.8K -827 -9%
HSA
943
HBK Sorce Advisory
Pennsylvania
$924K +$20K +171 +2%
BC
944
Burleson & Co
California
$919K +$704 +6 +0.1%
SW
945
SVB Wealth
Massachusetts
$919K +$244K +2,088 +36%
HH
946
Hilltop Holdings
Texas
$918K +$23K +196 +3%
HPC
947
Hobart Private Capital
North Carolina
$918K -$528K -4,507 -37%
DPIM
948
Duff & Phelps Investment Management
Illinois
$917K +$16.4K +140 +2%
BIA
949
Bigelow Investment Advisors
Maine
$912K +$1.99K +17 +0.2%
QCM
950
Quest Capital Management
Texas
$906K +$9.24K +79 +1%
36 37
38
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