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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 %
MIG
1201
McGuire Investment Group
Rhode Island
$383K +$2.34K +20 +0.6%
Rafferty Asset Management
1202
Rafferty Asset Management
New York
$383K +$104K +888 +37%
WRM
1203
Weybosset Research & Management
Rhode Island
$382K +$382K +3,260 New
WAM
1204
Weatherly Asset Management
California
$380K -$5.86K -50 -2%
FA
1205
FMA Advisory
Pennsylvania
$379K +$379K +3,235 New
TF
1206
TimeScale Financial
Massachusetts
$378K -$117K -1,000 -24%
FLPIM
1207
F.L. Putnam Investment Management
Massachusetts
$378K -$56.8K -486 -13%
BCA
1208
Bay Colony Advisors
Massachusetts
$378K +$378K +3,223 New
FMLI
1209
Fukoku Mutual Life Insurance
Japan
$375K +$46.9K +400 +14%
NC
1210
NovaPoint Capital
Georgia
$373K +$373K +3,188 New
SC
1211
Savant Capital
Illinois
$371K -$6.31K -54 -2%
LNB
1212
Ledyard National Bank
$371K +$11.7K +100 +3%
FIM
1213
Freedom Investment Management
Connecticut
$366K -$53.6K -458 -13%
HCM
1214
Highlander Capital Management
New Jersey
$366K – – –
ACM
1215
Allred Capital Management
Texas
$366K -$457K -3,905 -56%
BRWM
1216
B. Riley Wealth Management
Tennessee
$365K +$57.1K +488 +19%
CBFP
1217
Cedar Brook Financial Partners
Ohio
$364K +$4.33K +37 +1%
ECA
1218
Elevated Capital Advisors
Utah
$364K +$364K +3,106 New
IA
1219
Icon Advisers
Colorado
$363K – – –
SAM
1220
Summit Asset Management
Tennessee
$362K – – –
ZIC
1221
ZWJ Investment Counsel
Georgia
$359K -$239K -2,045 -40%
SP
1222
Successful Portfolios
Florida
$359K -$8.2K -70 -2%
MFG
1223
MidWestOne Financial Group
Iowa
$357K -$118K -1,011 -25%
LA
1224
LVW Advisors
New York
$357K -$22.3K -190 -6%
CC
1225
Chicago Capital
Illinois
$355K – – –
47 48
49
50 51