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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 %
CFG
1101
Cooper Financial Group
California
$539K – – –
HKAM
1102
Horizon Kinetics Asset Management
New York
$539K +$13.2K +113 +3%
BOPW
1103
Brandywine Oak Private Wealth
Pennsylvania
$538K +$538K +4,602 New
SCM
1104
Schnieders Capital Management
California
$532K +$4.1K +35 +0.8%
VWA
1105
V Wealth Advisors
Kansas
$531K – – –
KFA
1106
Krane Funds Advisors
New York
$531K +$27.6K +236 +5%
IC
1107
IEQ Capital
California
$531K +$531K +4,536 New
MGWM
1108
Marks Group Wealth Management
Minnesota
$529K +$529K +4,515 New
KCM
1109
Kanawha Capital Management
Virginia
$526K – – –
CC
1110
Centiva Capital
New York
$521K +$409K +3,495 +367%
MA
1111
Modus Advisors
Minnesota
$521K +$521K +4,447 New
CPSC
1112
Carl P. Sherr & Co
Massachusetts
$521K +$521K +4,455 New
DLA
1113
Douglas Lane & Associates
New York
$516K -$147K -1,260 -22%
ED
1114
Exane Derivatives
France
$515K +$459K +3,894 +829%
PI
1115
Pettee Investors
Connecticut
$512K +$155K +1,320 +43%
BPC
1116
Banque Pictet & Cie
Switzerland
$510K +$103K +880 +25%
EWM
1117
Empirical Wealth Management
Washington
$509K -$59.5K -508 -10%
BO
1118
Bank OZK
Arkansas
$508K +$3.98K +34 +0.8%
SCI
1119
S&CO Inc
Massachusetts
$506K -$7.03K -60 -1%
IAMOG
1120
Investors Asset Management of Georgia
Georgia
$506K – – –
CDH
1121
Charles D. Hyman
$505K +$48.1K +411 +11%
MCCP
1122
Mission Creek Capital Partners
California
$503K +$503K +4,299 New
P
1123
Pitcairn
Pennsylvania
$499K -$236K -2,020 -32%
HCM
1124
Hodges Capital Management
Texas
$499K +$52.7K +450 +12%
SIA
1125
Soltis Investment Advisors
Utah
$499K +$499K +4,266 New
43 44
45
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