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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 %
ESB
1226
Essex Savings Bank
Connecticut
$353K +$2.81K +24 +0.8%
EGA
1227
E&G Advisors
Texas
$351K – – –
MJRIC
1228
Mogy Joel R Investment Counsel
California
$351K – – –
CWA
1229
Clarity Wealth Advisors
California
$351K +$351K +3,001 New
CA
1230
Claro Advisors
Massachusetts
$350K +$117 +1 +0%
AA
1231
Argent Advisors
Louisiana
$350K +$350K +2,982 New
RCA
1232
Ranch Capital Advisors
Florida
$349K -$24.5K -209 -7%
MWA
1233
Meridian Wealth Advisors
Texas
$348K +$65.5K +560 +23%
AWA
1234
Arete Wealth Advisors
Illinois
$346K +$1.05K +9 +0.3%
CF
1235
Corrigan Financial
Rhode Island
$346K – – –
SAM
1236
Secure Asset Management
Michigan
$345K +$345K +2,947 New
BWM
1237
Baystate Wealth Management
Massachusetts
$342K – – –
CPA
1238
Capital Planning Advisors
California
$341K – – –
WP
1239
WMS Partners
Maryland
$340K – – –
WBC
1240
West Branch Capital
Massachusetts
$339K -$109K -931 -24%
FHA
1241
First Horizon Advisors
Tennessee
$337K -$25K -214 -7%
PCG
1242
Private Capital Group
Connecticut
$336K -$338K -2,893 -50%
PWAP
1243
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$336K +$40.2K +348 +14%
LSPW
1244
Lake Street Private Wealth
Illinois
$336K +$336K +2,870 New
AssetMark Inc
1245
AssetMark Inc
California
$335K -$60.3K -516 -15%
NNP
1246
Nachman Norwood & Parrott
South Carolina
$332K +$30.4K +260 +10%
VAM
1247
Verity Asset Management
North Carolina
$330K -$36.9K -315 -10%
MA
1248
MANA Advisors
New York
$329K +$329K +2,811 New
GC
1249
Grace Capital
Massachusetts
$328K -$46.9K -400 -13%
SIA
1250
Strategic Investment Advisors
Michigan
$326K -$61.2K -523 -16%
48 49
50
51 52