UPS icon

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 %
1WA
1151
180 Wealth Advisors
Washington
$459K +$53.8K +456 +13%
CW
1152
CreativeOne Wealth
Kansas
$458K +$1.76K +15 +0.4%
PRC
1153
Pearl River Capital
Michigan
$457K +$457K +3,905 New
IWAG
1154
Integer Wealth Advisors Group
Georgia
$457K +$457K +4,416 New
FG
1155
Fiduciary Group
Georgia
$456K -$4.92K -42 -1%
CA
1156
Capital Advantage
California
$455K +$11.6K +99 +3%
ISL
1157
Ingalls & Snyder LLC
New York
$454K -$38.1K -325 -8%
WSC
1158
Wellington Shields & Co
New York
$453K +$453K +3,870 New
CFS
1159
CRA Financial Services
New Jersey
$452K – – –
DFA
1160
Delta Financial Advisors
Louisiana
$451K -$3.28K -28 -0.7%
PK
1161
Pflug Koory
Nebraska
$451K – – –
EH
1162
Employers Holdings
Nevada
$448K – – –
B
1163
Bailard
California
$446K +$39K +333 +10%
GFS
1164
GYL Financial Synergies
Connecticut
$443K +$29.7K +254 +7%
ACM
1165
Anfield Capital Management
California
$443K +$443K +4,182 New
MAFM
1166
Mid Atlantic Financial Management
Pennsylvania
$441K +$25.5K +218 +6%
FLI
1167
Family Legacy Inc
South Carolina
$438K – – –
HWA
1168
Heritage Wealth Advisors
Virginia
$436K +$5.97K +51 +1%
BFO
1169
Boston Family Office
Massachusetts
$434K +$11.7K +100 +3%
MMHP
1170
Murphy Middleton Hinkle & Parker
Georgia
$434K +$23.6K +201 +6%
SAA
1171
Southeast Asset Advisors
Georgia
$433K – – –
TCBWMS
1172
Texas Capital Bank Wealth Management Services
Texas
$432K +$432K +3,689 New
TC
1173
Trust Company
Kansas
$431K -$80.3K -686 -16%
PG
1174
Patten Group
Tennessee
$430K +$4.68K +40 +1%
CA
1175
Corrado Advisors
New Jersey
$427K – – –
45 46
47
48 49