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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 %
FFC
1001
First Financial Corp
Indiana
$742K -$13.6K -116 -2%
AC
1002
Arjuna Capital
North Carolina
$740K +$740K +6,318 New
MFG
1003
Menard Financial Group
Texas
$739K +$739K +6,309 New
PTC
1004
Private Trust Company
Ohio
$738K +$46.9K +401 +7%
TCM
1005
Traynor Capital Management
Pennsylvania
$735K +$117 +1 +0%
SIAP
1006
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$733K +$468 +4 +0.1%
BAC
1007
Boys Arnold & Co
North Carolina
$733K +$6.55K +56 +0.9%
HF
1008
HRT Financial
New York
$732K -$1.04M -8,878 -59%
ESBC
1009
E.S. Barr & Co
Kentucky
$732K -$7.61K -65 -1%
WIA
1010
Wealthstreet Investment Advisors
Texas
$728K – – –
CPA
1011
Clear Perspective Advisors
Illinois
$726K -$1.02M -8,726 -58%
MWP
1012
MYCIO Wealth Partners
Pennsylvania
$726K -$5.04K -43 -0.7%
FFWA
1013
FRG Family Wealth Advisors
Washington
$725K -$118K -1,005 -14%
BCM
1014
Boltwood Capital Management
California
$725K -$67.4K -576 -9%
CTI
1015
Community Trust & Investment
Kentucky
$723K -$72.1K -616 -9%
PI
1016
Putnam Investments
Massachusetts
$717K -$7.26K -62 -1%
PPP
1017
Private Portfolio Partners
New Jersey
$712K -$5.62K -48 -0.8%
SRC
1018
Shufro Rose & Co
New York
$709K -$11.7K -100 -2%
MA
1019
Montag & Associates
Georgia
$708K -$11.7K -100 -2%
HCP
1020
Holt Capital Partners
Texas
$708K +$19.9K +170 +3%
RAM
1021
Redmond Asset Management
Virginia
$707K +$25.8K +220 +4%
KA
1022
Kovack Advisors
Florida
$707K +$65.5K +559 +10%
TFS
1023
TrustCore Financial Services
Tennessee
$706K -$13.9K -119 -2%
AQR Capital Management
1024
AQR Capital Management
Connecticut
$706K +$419K +3,593 +146%
PA
1025
Parallel Advisors
California
$704K -$5.15K -44 -0.7%
39 40
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