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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 %
ACP
1351
Arcus Capital Partners
Georgia
$242K +$242K +2,067 New
BFS
1352
Bradley Foster & Sargent
Connecticut
$241K -$8.44K -72 -3%
VCP
1353
Vista Capital Partners
Oregon
$241K – – –
CBTWT
1354
Community Bank & Trust (Waco, Texas)
Texas
$241K – – –
GLI
1355
Guardian Life Insurance
New York
$241K +$2.34K +20 +1%
HR
1356
Hayden Royal
North Carolina
$241K -$85.9K -807 -26%
PIM
1357
Profit Investment Management
Maryland
$237K – – –
WWM
1358
Western Wealth Management
Colorado
$237K +$15.2K +130 +7%
HFP
1359
Holistic Financial Partners
Indiana
$237K +$237K +2,021 New
RMDI
1360
R.M. Davis Inc
Maine
$234K +$28.1K +240 +14%
FCA
1361
FinTrust Capital Advisors
South Carolina
$234K +$39.2K +335 +20%
SBSB
1362
Sullivan, Bruyette, Speros & Blaney
Virginia
$234K +$70.4K +603 +43%
RCA
1363
Resonant Capital Advisors
Wisconsin
$234K +$234K +1,996 New
LJAC
1364
L.J. Altfest & Co
New York
$233K -$6.55K -56 -3%
LSAG
1365
Lake Street Advisors Group
New Hampshire
$233K +$8.18K +70 +4%
Acadian Asset Management
1366
Acadian Asset Management
Massachusetts
$232K -$54.8K -469 -19%
SICM
1367
Sustainable Insight Capital Management
New York
$232K – – –
PFA
1368
Pathway Financial Advisors
Vermont
$232K +$232K +1,980 New
CIP
1369
Convergence Investment Partners
Florida
$231K -$1.52K -13 -0.7%
SVWAG
1370
Sound View Wealth Advisors Group
Georgia
$230K -$69.7K -596 -23%
FCBT
1371
First Citizens Bank & Trust
North Carolina
$230K -$2.69K -23 -1%
VCP
1372
Verus Capital Partners
Arizona
$230K +$230K +1,964 New
LWMM
1373
Legacy Wealth Management (Mississippi)
Mississippi
$228K +$228K +1,950 New
HFS
1374
Haverford Financial Services
Pennsylvania
$228K -$293K -2,500 -56%
IC
1375
InterOcean Capital
Illinois
$228K +$228K +1,951 New
53 54
55
56 57