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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 %
TC
951
Truvestments Capital
Florida
$899K +$65.7K +561 +8%
SCA
952
Sage Capital Advisors
South Dakota
$897K +$18.8K +161 +2%
MAM
953
Martingale Asset Management
Massachusetts
$893K -$82K -700 -8%
AWM
954
Avior Wealth Management
Nebraska
$893K +$140K +1,200 +19%
NG
955
Northstar Group
New York
$885K -$9.71K -83 -1%
CC
956
Cornerstone Capital
California
$882K +$641K +5,477 +266%
CC
957
ClearArc Capital
Ohio
$875K -$356K -3,045 -29%
PWW
958
Pettyjohn Wood & White
Virginia
$874K – – –
DAS
959
Dynamic Advisor Solutions
Arizona
$874K +$20K +171 +2%
UBV
960
United Bank (Virginia)
Virginia
$870K -$54.8K -468 -6%
CCG
961
Cypress Capital Group
Florida
$870K -$5.27K -45 -0.6%
GIA
962
Gladstone Institutional Advisory
Florida
$870K -$5.27K -45 -0.6%
BAM
963
Berkshire Asset Management
Pennsylvania
$864K -$35.1K -300 -4%
NB
964
NBT Bank
New York
$863K +$77.2K +659 +10%
EIA
965
Eldridge Investment Advisors
New Hampshire
$859K +$351 +3 +0%
NFG
966
Nations Financial Group
Iowa
$856K +$68.3K +583 +9%
VVP
967
Venture Visionary Partners
Ohio
$852K +$852K +7,279 New
MFG
968
Merit Financial Group
Georgia
$848K +$110K +937 +15%
RIA
969
Realta Investment Advisors
Delaware
$847K -$48.2K -403 -5%
LOAME
970
Lombard Odier Asset Management (Europe)
United Kingdom
$842K – – –
APA
971
American Portfolios Advisors
New York
$840K +$24.2K +207 +3%
YWP
972
YorkBridge Wealth Partners
New York
$823K -$98K -837 -11%
HFM
973
Hartford Financial Management
Connecticut
$821K +$1.87K +16 +0.2%
PCM
974
Parsons Capital Management
Rhode Island
$821K +$17.3K +148 +2%
DS
975
DRW Securities
Illinois
$813K +$813K +6,948 New
37 38
39
40 41