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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 %
KTC
1301
Kistler-Tiffany Companies
Pennsylvania
$278K +$351 +3 +0.1%
ICM
1302
IMS Capital Management
Oregon
$277K -$702 -6 -0.3%
FA
1303
Faithward Advisors
Pennsylvania
$277K – – –
AIC
1304
Archer Investment Corporation
Indiana
$275K – – –
LWM
1305
Liberty Wealth Management
California
$274K -$9.59K -82 -3%
CL
1306
Choreo LLC
Illinois
$273K -$35K -299 -11%
SA
1307
Silversage Advisors
California
$273K +$273K +2,335 New
TCA
1308
Transcend Capital Advisors
New Jersey
$272K +$272K +2,323 New
SFG
1309
SNS Financial Group
Minnesota
$271K -$103K -880 -28%
S
1310
SimplyRich
California
$271K – – –
DC
1311
DeDora Capital
California
$271K +$351 +3 +0.1%
WCA
1312
Westover Capital Advisors
Delaware
$271K +$30.9K +264 +13%
AAS
1313
Annex Advisory Services
Wisconsin
$271K +$271K +2,311 New
LCM
1314
LVM Capital Management
Michigan
$270K – – –
AFM
1315
Andesa Financial Management
Pennsylvania
$270K +$270K +2,285 New
EWA
1316
ERTS Wealth Advisors
Michigan
$269K – – –
GTAM
1317
Global Trust Asset Management
Florida
$264K -$23.6K -202 -8%
BHBT
1318
Burke & Herbert Bank & Trust
Virginia
$264K -$234 -2 -0.1%
RG
1319
Rikoon Group
New Mexico
$263K – – –
HB
1320
Horizon Bancorp
Indiana
$263K +$263K +2,248 New
EWA
1321
Exencial Wealth Advisors
Oklahoma
$262K -$84.1K -718 -24%
CA
1322
Calton & Associates
Florida
$262K +$38.6K +330 +17%
EAM
1323
Erste Asset Management
Austria
$262K – – –
CB
1324
CNB Bank
Pennsylvania
$261K -$68K -582 -21%
CBN
1325
Cadence Bank NA
Texas
$261K -$19K -162 -7%
51 52
53
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