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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 %
TCPWM
1251
Traverso Chambers Private Wealth Management
California
$326K -$11.2K -96 -3%
MBT
1252
Montecito Bank & Trust
California
$326K +$25.2K +215 +8%
CT
1253
Cambridge Trust
Massachusetts
$322K -$17.2K -147 -5%
CAW
1254
Cornerstone Advisors (Washington)
Washington
$321K +$3.75K +32 +1%
CFFP
1255
Center for Financial Planning
Michigan
$321K +$321K +2,743 New
CFS
1256
Cannon Financial Strategists
Georgia
$320K -$27.4K -234 -8%
FMTC
1257
Farmers & Merchants Trust Company
California
$320K -$11.7K -100 -4%
BFA
1258
Bragg Financial Advisors
North Carolina
$319K -$90.8K -775 -22%
FHA
1259
Flagship Harbor Advisors
Massachusetts
$319K +$6.56K +56 +2%
FA
1260
FCG Advisors
New Jersey
$319K +$24.9K +213 +8%
VCWA
1261
Vanguard Capital Wealth Advisors
Colorado
$319K +$319K +2,733 New
WPW
1262
Waldron Private Wealth
Pennsylvania
$318K -$467 -4 -0.1%
ANBT
1263
American National Bank & Trust
Texas
$317K -$156K -1,335 -33%
TFO
1264
Tarbox Family Office
California
$317K +$279K +2,378 +727%
KLWA
1265
Kelly Lawrence W & Associates
California
$316K – – –
OC
1266
Oakworth Capital
Alabama
$315K +$80.7K +692 +34%
JSL
1267
JT Stratford LLC
Georgia
$312K -$27.7K -237 -8%
DDC
1268
DF Dent & Co
Maryland
$312K – – –
RFN
1269
RDA Financial Network
Iowa
$311K – – –
PC
1270
Peavine Capital
Nevada
$304K – – –
BS
1271
Banco Santander
Spain
$304K – – –
FFS
1272
Founders Financial Securities
Maryland
$304K +$58.3K +499 +24%
Cerity Partners
1273
Cerity Partners
New York
$302K -$2.5M -21,392 -89%
EF
1274
Empirical Finance
Pennsylvania
$302K +$302K +2,581 New
AIM
1275
ARK Investment Management
Florida
$301K -$112K -958 -27%
49 50
51
52 53