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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 %
IWM
1076
IHT Wealth Management
Illinois
$606K -$146K -1,248 -19%
KPW
1077
Kore Private Wealth
New York
$601K +$3.04K +26 +0.5%
FT
1078
Fiduciary Trust
Massachusetts
$599K -$117K -1,003 -16%
SCM
1079
Southport Capital Management
Tennessee
$599K -$57.9K -494 -9%
CGL
1080
Clarius Group LLC
Washington
$599K +$44.1K +374 +8%
PL
1081
Perpetual Ltd
Australia
$598K – – –
AAM
1082
AR Asset Management
California
$597K – – –
NP
1083
NorthRock Partners
Minnesota
$594K +$594K +5,074 New
EWM
1084
Evermay Wealth Management
Virginia
$590K +$128K +1,095 +28%
RM
1085
Resource Management
Louisiana
$589K -$270K -2,309 -31%
Fayez Sarofim & Co
1086
Fayez Sarofim & Co
Texas
$583K -$338K -2,884 -37%
TBNY
1087
Trustco Bank (New York)
New York
$582K -$11.7K -100 -2%
FCMT
1088
Founders Capital Management (Texas)
Texas
$579K -$26.9K -230 -4%
ACS
1089
Archford Capital Strategies
Illinois
$574K +$343K +2,926 +148%
BWP
1090
Baldwin Wealth Partners
Massachusetts
$572K -$702 -6 -0.1%
BB
1091
Busey Bank
Illinois
$571K +$101K +867 +22%
V
1092
VeraBank
Texas
$567K – – –
SC
1093
Saturna Capital
Washington
$566K – – –
Voloridge Investment Management
1094
Voloridge Investment Management
Florida
$562K -$5.7M -48,677 -91%
LBD
1095
Landsberg Bennett & Dubbaneh
Florida
$561K +$5.12K +44 +0.9%
MOS
1096
MGO One Seven
Ohio
$556K +$8.89K +76 +2%
CP
1097
Covenant Partners
Tennessee
$555K – – –
PP
1098
PagnatoKarp Partners
Virginia
$550K -$5.98K -51 -1%
Koshinski Asset Management
1099
Koshinski Asset Management
Illinois
$549K +$210K +1,802 +62%
TA
1100
TFG Advisers
Michigan
$544K +$29.9K +255 +6%
42 43
44
45 46