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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 %
MFP
1026
Meridian Financial Partners
Virginia
$703K +$9.45K +81 +1%
NICM
1027
Neo Ivy Capital Management
New York
$703K +$703K +6,006 New
FFN
1028
Focus Financial Network
Minnesota
$702K +$166K +1,422 +31%
IA
1029
IFP Advisors
Florida
$701K +$1.18K +10 +0.2%
PHK
1030
Point72 Hong Kong
Hong Kong
$699K +$699K +5,973 New
SWM
1031
SeaCrest Wealth Management
New York
$696K -$49.8K -425 -7%
RHFI
1032
Reilly Herbert Faulkner III
$696K – – –
RWA
1033
Ropes Wealth Advisors
Massachusetts
$689K +$1.17K +10 +0.2%
AC
1034
Abbrea Capital
California
$685K +$19.9K +170 +3%
HPC
1035
HM Payson & Co
Maine
$685K +$29.7K +254 +5%
DAC
1036
Dividend Assets Capital
South Carolina
$684K +$36.9K +315 +6%
CBU
1037
CIBC Bank USA
Illinois
$683K -$17.8K -152 -3%
AF
1038
Advisornet Financial
Minnesota
$682K +$130K +1,110 +24%
OPS
1039
Orion Portfolio Solutions
Nebraska
$676K +$676K +5,778 New
CI
1040
CX Institutional
Indiana
$673K +$636K +5,437 +1,737%
LCM
1041
Leisure Capital Management
California
$665K -$5.74K -49 -0.9%
LFAS
1042
Level Four Advisory Services
Texas
$662K +$187K +1,594 +39%
FIB
1043
First Interstate Bank
Montana
$659K -$351 -3 -0.1%
BCM
1044
BlueCrest Capital Management
Jersey
$658K +$445K +3,800 +208%
GG
1045
Gleason Group
Kentucky
$654K +$654K +5,589 New
NIM
1046
NuWave Investment Management
New Jersey
$652K -$537K -4,591 -45%
PAS
1047
Park Avenue Securities
New York
$652K +$1.87K +16 +0.3%
SWM
1048
Segment Wealth Management
Texas
$650K +$320K +2,732 +97%
QIM
1049
Quantitative Investment Management
Virginia
$648K +$648K +5,542 New
MSS
1050
Mitchell Sinkler & Starr
Pennsylvania
$643K – – –
40 41
42
43 44