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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 %
OSAM
1451
O'Shaughnessy Asset Management
Connecticut
$129K +$129K +1,099 +36,633%
FGAM
1452
Financial Gravity Asset Management
Texas
$127K -$44.5K -48 -26%
CPA
1453
Cowen Prime Advisors
New York
$126K – – –
PVH
1454
Psagot Value Holdings
Israel
$126K – – –
1W
1455
1776 Wealth
Georgia
$126K +$126K +1,080 New
PA
1456
Procyon Advisors
Connecticut
$121K +$121K +1,030 New
EIP
1457
Ellis Investment Partners
Pennsylvania
$120K +$818 +7 +0.7%
HAM
1458
Highstreet Asset Management
Ontario, Canada
$117K -$31.5K -270 -21%
ADL
1459
Asset Dedication LLC
California
$116K -$15.3K -131 -12%
AWA
1460
Arkadios Wealth Advisors
Georgia
$114K +$114K +1,083 New
SCM
1461
Silvant Capital Management
Georgia
$112K – – –
VRM
1462
Vectors Research Management
New York
$111K +$117 +1 +0.1%
WB
1463
Webster Bank
Connecticut
$109K +$7.01K +60 +7%
PFGIA
1464
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$23.8K -203 -18%
TWA
1465
TCI Wealth Advisors
Arizona
$107K +$5.53K +47 +5%
PFBT
1466
Parkside Financial Bank & Trust
Missouri
$106K +$7.77K +66 +8%
SIMG
1467
Stephens Investment Management Group
Texas
$102K – – –
LC
1468
Lindbrook Capital
California
$98K +$3.62K +31 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1469
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98K +$98K +837 New
EDRH
1470
Edmond de Rothschild Holding
Switzerland
$94K -$858K -7,300 -90%
PAM
1471
Paradigm Asset Management
New York
$93.6K -$23.4K -200 -20%
EWP
1472
Engrave Wealth Partners
Texas
$91K +$91K +779 New
BCA
1473
Berman Capital Advisors
Georgia
$89K +$8.58K +74 +11%
MF
1474
Manchester Financial
California
$88K +$88K +748 New
TAIM
1475
TD Ameritrade Investment Management
Nebraska
$86K +$1.17K +10 +1%
57 58
59
60 61