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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 %
TIA
976
Trust Investment Advisors
Indiana
$812K – – –
CCA
977
Checchi Capital Advisers
California
$806K +$28.3K +242 +4%
TTWM
978
TCV Trust & Wealth Management
Virginia
$805K +$2.46K +21 +0.3%
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$802K -$12.6K -108 -2%
FAM
980
Fred Alger Management
New York
$798K – – –
PRWA
981
Platte River Wealth Advisors
Colorado
$795K +$795K +7,675 New
ACWM
982
Adams Chetwood Wealth Management
North Carolina
$794K +$794K +6,787 New
NIM
983
Nexus Investment Management
Ontario, Canada
$790K +$486K +4,150 +160%
LMAM
984
Legg Mason Asset Management
Japan
$787K +$38.6K +330 +5%
MYIA
985
Mount Yale Investment Advisors
Colorado
$786K +$78.1K +754 +11%
NFG
986
Next Financial Group
Texas
$784K -$25.5K -218 -3%
ACM
987
Aljian Capital Management
Nevada
$784K -$18K -154 -2%
SYBT
988
Stock Yards Bank & Trust
Kentucky
$776K +$70.2K +599 +10%
GT
989
Greenleaf Trust
Michigan
$770K -$25.4K -217 -3%
NPT
990
Nixon Peabody Trust
Massachusetts
$769K – – –
PWS
991
Private Wealth Strategies
Ohio
$766K +$766K +6,544 New
ANRIA
992
American National Registered Investment Advisor
Texas
$765K – – –
LB
993
Legacy Bridge
Iowa
$765K +$46.9K +401 +7%
JIM
994
Jupiter Investment Management
United Kingdom
$760K +$760K +6,500 New
FIM
995
Fernwood Investment Management
Massachusetts
$757K -$11.7K -100 -2%
WJWM
996
Williams Jones Wealth Management
New York
$755K -$255K -2,175 -25%
CCP
997
Cardan Capital Partners
Colorado
$746K -$351 -3 -0%
SIM
998
Stratos Investment Management
Ohio
$745K +$50.3K +430 +7%
VIA
999
Vident Investment Advisory
Georgia
$744K +$38.6K +330 +5%
CS
1000
Cannell & Spears
New York
$743K +$7.26K +62 +1%
38 39
40
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