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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 %
SHWM
1401
Smith & Howard Wealth Management
Georgia
$209K – – –
AFP
1402
Ausdal Financial Partners
Iowa
$208K -$102K -878 -33%
HCA
1403
Harbour Capital Advisors
Virginia
$208K -$29.2K -249 -12%
BCA
1404
Bray Capital Advisors
Florida
$207K +$702 +6 +0.3%
IAP
1405
Indie Asset Partners
Indiana
$207K +$207K +1,768 New
GFP
1406
Gryphon Financial Partners
Ohio
$207K +$207K +1,771 New
DBIA
1407
Dumont & Blake Investment Advisors
New Jersey
$206K -$2.34K -20 -1%
AWM
1408
Aries Wealth Management
Maine
$206K – – –
WSCM
1409
Wellington Shields Capital Management
New York
$206K – – –
KP
1410
Keel Point
Alabama
$206K +$206K +1,762 New
BSA
1411
Braun Stacey Associates
New York
$205K +$205K +1,750 New
BFC
1412
Bedel Financial Consulting
Indiana
$202K – – –
ATC
1413
Adirondack Trust Company
New York
$202K +$21.9K +212 +12%
AL
1414
Aspiriant LLC
California
$200K -$2.59K -22 -1%
AIM
1415
Arcadia Investment Management
Michigan
$200K – – –
IRC
1416
Investors Research Corp
Georgia
$198K – – –
CFGS
1417
Concourse Financial Group Securities
Alabama
$191K +$140K +1,192 +273%
LJHT
1418
Laurie J. Hall Trustee
$187K – – –
CTB
1419
Country Trust Bank
Illinois
$185K – – –
CAC
1420
Certified Advisory Corp
Florida
$183K +$3.05K +26 +2%
BAM
1421
Bellevue Asset Management
Washington
$183K +$183K +1,561 New
KPCM
1422
Kings Point Capital Management
New York
$181K – – –
SWM
1423
Sugarloaf Wealth Management
Georgia
$180K +$180K +1,534 New
NP
1424
Ninepoint Partners
Ontario, Canada
$178K +$178K +1,524 New
ACM
1425
AUA Capital Management
Pennsylvania
$176K – – –
55 56
57
58 59