UPS icon

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 %
WANY
1326
Wealthspire Advisors (New York)
New York
$261K +$62.6K +535 +32%
DAM
1327
Diamant Asset Management
Connecticut
$260K – – –
GHAM
1328
Gilman Hill Asset Management
Connecticut
$258K – – –
SFA
1329
Stewardship Financial Advisors
Georgia
$257K – – –
FSA
1330
Franklin Street Advisors
North Carolina
$256K +$8.3K +71 +3%
HCA
1331
Horan Capital Advisors
Ohio
$256K +$11.7K +100 +5%
DT
1332
Diversified Trust
Tennessee
$255K +$255K +2,176 New
SCA
1333
Stuart Chaussee & Associates
California
$254K -$83.1K -709 -25%
BFA
1334
Benedict Financial Advisors
Georgia
$254K +$1.17K +10 +0.5%
CPIG
1335
Chicago Partners Investment Group
Illinois
$254K +$12.9K +109 +5%
Pacer Advisors
1336
Pacer Advisors
Pennsylvania
$251K -$13.5M -115,072 -98%
FMBTD
1337
First Midwest Bank Trust Division
Illinois
$251K -$7.03K -60 -3%
TI
1338
Tidal Investments
Wisconsin
$251K +$251K +2,142 New
GHA
1339
GW Henssler & Associates
Georgia
$250K +$5.5K +47 +2%
AIL
1340
AGF Investments LLC
Ontario, Canada
$250K +$201K +1,716 +408%
ST
1341
Smithfield Trust
Pennsylvania
$249K – – –
3F
1342
360 Financial
Minnesota
$249K +$249K +2,414 New
BFM
1343
Boston Financial Management
Massachusetts
$247K +$2.69K +23 +1%
RA
1344
Rational Advisors
New York
$245K -$21.6K -185 -8%
WAM
1345
Weiss Asset Management
Massachusetts
$245K -$20.9K -178 -8%
MCWA
1346
Meadow Creek Wealth Advisors
Georgia
$245K +$245K +2,097 New
SWIG
1347
Strategic Wealth Investment Group
Kentucky
$244K +$244K +2,084 New
FFG
1348
Frisch Financial Group
New York
$243K +$1.99K +17 +0.8%
RIM
1349
Regent Investment Management
Kentucky
$243K +$5.84K +50 +2%
MSA
1350
Marino Stram & Associates
Massachusetts
$242K +$27.4K +234 +13%
52 53
54
55 56