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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 %
HW
1276
Hancock Whitney
Mississippi
$301K -$351 -3 -0.1%
SWA
1277
Sutton Wealth Advisors
Florida
$300K – – –
UC
1278
Unio Capital
New Jersey
$300K +$91.2K +780 +44%
VCM
1279
Versant Capital Management
Arizona
$297K +$9.35K +80 +3%
EFS
1280
Essex Financial Services
Connecticut
$296K -$17.8K -152 -6%
BCP
1281
Berkeley Capital Partners
Georgia
$296K -$17.2K -147 -5%
EI
1282
Ethic Inc
New York
$296K +$296K +2,527 New
TBA
1283
Tower Bridge Advisors
Pennsylvania
$296K – – –
VCM
1284
Vigilant Capital Management
Maine
$294K +$17.6K +150 +6%
CFW
1285
CA Family Wealth
California
$294K +$294K +2,509 New
LSV Asset Management
1286
LSV Asset Management
Illinois
$292K -$596K -5,100 -67%
HCM
1287
Harvey Capital Management
Florida
$292K – – –
PPSG
1288
Princeton Portfolio Strategies Group
New Jersey
$291K – – –
OEP
1289
Ocean Endowment Partners
Illinois
$291K +$291K +2,490 New
DTC
1290
Davidson Trust Company
Washington
$290K +$290K +2,483 New
EW
1291
Evoke Wealth
California
$288K -$59.6K -509 -17%
CCM
1292
Crossvault Capital Management
Texas
$287K – – –
CIC
1293
Chase Investment Counsel
Virginia
$286K -$2.34K -20 -0.8%
QCG
1294
Quadrant Capital Group
Ohio
$286K +$5.2K +48 +2%
BJL
1295
Brighton Jones LLC
Washington
$284K -$53.4K -457 -16%
CPIA
1296
Cornell Pochily Investment Advisors
New York
$282K -$19.3K -165 -6%
CAAS
1297
Capital Asset Advisory Services
Michigan
$281K +$281K +2,676 New
BFA
1298
Beaumont Financial Advisors
Massachusetts
$279K +$5.15K +44 +2%
CS
1299
Capital Square
Tennessee
$279K +$279K +2,386 New
MWM
1300
Mission Wealth Management
California
$278K -$176K -1,508 -39%
50 51
52
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