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 %
RE
1426
RBC Europe
United Kingdom
$172K -$124K -1,059 -42%
AS
1427
Altshuler Shaham
Israel
$170K – – –
MGIA
1428
Moneta Group Investment Advisors
Missouri
$170K +$28.3K +242 +20%
LAS
1429
Lloyd Advisory Services
Georgia
$170K +$170K +1,452 New
BHWM
1430
Bay Harbor Wealth Management
Maryland
$169K -$87.4K -745 -34%
PR
1431
Payden & Rygel
California
$164K – – –
CHA
1432
Carmichael Hill & Associates
Maryland
$164K +$164K +1,400 New
MAM
1433
Meeder Asset Management
Ohio
$159K -$42.8K -366 -21%
O
1434
Ossiam
France
$157K -$3.2M -27,377 -95%
ONST
1435
Old North State Trust
North Carolina
$156K -$11.9K -102 -7%
PFSC
1436
Peoples Financial Services Corp
Pennsylvania
$153K +$5.83K +50 +4%
VIMU
1437
Veritas Investment Management (UK)
United Kingdom
$152K +$152K +1,300 New
MG
1438
MilWealth Group
Wisconsin
$150K – – –
CWP
1439
CFM Wealth Partners
Texas
$148K +$148K +1,246 New
JPLA
1440
Joseph P. Lucia & Associates
New York
$146K – – –
AAP
1441
Arax Advisory Partners
Colorado
$145K – – –
JFA
1442
Johanson Financial Advisors
California
$142K +$142K +16,572 New
UFF
1443
USA Financial Formulas
Michigan
$141K +$141K +1,206 New
Loomis, Sayles & Company
1444
Loomis, Sayles & Company
Massachusetts
$137K +$11.9K +102 +10%
EWM
1445
EPG Wealth Management
Georgia
$137K +$137K +1,167 New
IWA
1446
Intercontinental Wealth Advisors
Texas
$134K -$60.1K -569 -31%
FPB
1447
First PREMIER Bank
South Dakota
$134K – – –
JFGIW
1448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$1.71M -14,663 -93%
GCM
1449
Gables Capital Management
Florida
$131K – – –
BWM
1450
BerganKDV Wealth Management
Minnesota
$130K +$24.7K +211 +23%
56 57
58
59 60