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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 %
AF
1476
Allworth Financial
California
$86K +$14.2K +121 +20%
MMG
1477
Monetary Management Group
Missouri
$86K +$86K +731 New
EFSCE
1478
Enterprise Financial Services Corp (EFSC)
Missouri
$83K -$8.24K -70 -9%
FANJ
1479
Financial Architects (New Jersey)
New Jersey
$81K -$73.8K -632 -48%
HI
1480
Hudock Inc
Pennsylvania
$80K +$578 +5 +0.7%
IWP
1481
IAG Wealth Partners
Wisconsin
$79K +$79K +667 New
WQ
1482
Wealth Quarterback
New Jersey
$78.6K +$78.6K +4,962 New
ME
1483
McIlrath & Eck
Washington
$77K – – –
EIM
1484
Essex Investment Management
Massachusetts
$73K – – –
WPA
1485
West Paces Advisors
Georgia
$72.7K +$18K +154 +33%
PCM
1486
Penserra Capital Management
California
$72K -$3.23K -32 -4%
IIA
1487
ICW Investment Advisors
Arizona
$70K +$70K +598 New
OSNBOA
1488
Old Second National Bank of Aurora
Illinois
$68K – – –
HR
1489
Howe & Rusling
New York
$68K +$9.78K +84 +17%
GWS
1490
Glassman Wealth Services
Virginia
$60K +$1.4K +12 +2%
1IA
1491
1834 Investment Advisors
Wisconsin
$59K -$306K -2,590 -84%
LFG
1492
Larson Financial Group
Missouri
$57K +$5.02K +43 +10%
TFA
1493
Toth Financial Advisory
Virginia
$56K -$251K -2,149 -82%
GAM
1494
Gemmer Asset Management
California
$56K +$11.3K +96 +25%
HDIM
1495
Hanson & Doremus Investment Management
Vermont
$56K +$30.9K +265 +123%
KWM
1496
Keebeck Wealth Management
Illinois
$56K +$56K +481 New
PO
1497
Private Ocean
California
$55K -$7.2K -61 -12%
MAWCM
1498
Mine & Arao Wealth Creation & Management
California
$54K +$54K +464 New
CDIA
1499
Capital Directions Investment Advisors
Georgia
$53K – – –
DSC
1500
Duncker Streett & Co
Missouri
$53K +$53K +455 New
58 59
60
61 62