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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 %
VC
1126
Vicus Capital
Pennsylvania
$496K +$5.86K +50 +1%
SC
1127
SRB Corp
Massachusetts
$496K +$36.6K +313 +8%
LCM
1128
Liberty Capital Management
Michigan
$493K – – –
WB
1129
West Bancorporation
Iowa
$490K +$490K +4,184 New
BSB
1130
Bangor Savings Bank
Maine
$489K +$53.6K +458 +12%
HAM
1131
Hammer Asset Management
California
$489K +$275K +2,346 +128%
CWG
1132
Cornerstone Wealth Group
North Carolina
$487K – – –
DWM
1133
Doyle Wealth Management
Florida
$485K +$26.9K +230 +6%
BBA
1134
Braun-Bostich & Associates
Pennsylvania
$485K +$111K +953 +30%
PWP
1135
Principle Wealth Partners
Connecticut
$484K -$97.7K -834 -17%
TMAM
1136
Tokio Marine Asset Management
Japan
$484K +$232K +1,984 +92%
LC
1137
LCNB Corp
Ohio
$483K +$62.5K +534 +15%
MA
1138
Mutual Advisors
Nebraska
$483K +$483K +4,129 New
MPW
1139
MA Private Wealth
California
$479K -$37.6K -321 -7%
SMC
1140
Smith, Moore & Co
Missouri
$477K -$59.6K -509 -11%
WWM
1141
Windsor Wealth Management
Indiana
$476K +$29.8K +255 +7%
EH
1142
Equitable Holdings
New York
$476K +$476K +4,068 New
SAM
1143
Sompo Asset Management
Japan
$474K – – –
KWMG
1144
King Wealth Management Group
Florida
$473K +$11.9K +102 +3%
JIC
1145
Johnson Investment Counsel
Ohio
$469K +$41.9K +358 +10%
BCM
1146
Brasada Capital Management
Texas
$468K +$468K +4,000 New
ITIM
1147
Indiana Trust & Investment Management
Indiana
$467K -$120K -1,025 -20%
ODCM
1148
Old Dominion Capital Management
Virginia
$467K +$21.2K +181 +5%
PWPS
1149
Pinnacle Wealth Planning Services
Ohio
$464K +$72.3K +618 +18%
HIA
1150
Harbor Investment Advisory
Maryland
$461K +$461K +3,937 New
44 45
46
47 48