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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
$286M
2
Truist Financial
Truist Financial
North Carolina
$215M
3
Capital Research Global Investors
Capital Research Global Investors
California
$917M
4
Goldman Sachs
Goldman Sachs
New York
$514M
5
EAM
Eagle Asset Management
Florida
$88.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.04B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$299M
4
Federated Hermes
Federated Hermes
Pennsylvania
$280M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
1501
MBM Wealth Consultants
Missouri
$52K – – –
SIAS
1502
Shine Investment Advisory Services
Colorado
$52K +$51.1K +434 +5,425%
FPFS
1503
First Personal Financial Services
North Carolina
$50K -$155K -1,332 -76%
AJ
1504
Ashburton (Jersey)
Jersey
$48K -$1.97K -17 -4%
FA
1505
Financial Advantage
Maryland
$46K – – –
MIM
1506
Macroview Investment Management
Maryland
$45K – – –
FCFS
1507
First Command Financial Services
Texas
$45K – – –
FCB
1508
First Command Bank
Texas
$45K – – –
FCM
1509
Firestone Capital Management
Florida
$44K +$44K +380 New
HWM
1510
Howard Wealth Management
Connecticut
$43K +$43K +370 New
CAL
1511
Capital Advisors Ltd
Ohio
$42K -$7.06K -60 -14%
WEC
1512
Winslow Evans & Crocker
Massachusetts
$42K – – –
JFA
1513
JNBA Financial Advisors
Minnesota
$41K – – –
JSC
1514
Jackson Square Capital
California
$41K +$41K +350 New
CIA
1515
Cascade Investment Advisors
Oregon
$41K -$26.3K -225 -39%
MAM
1516
Marquette Asset Management
Minnesota
$40K – – –
SIS
1517
Sound Income Strategies
Florida
$40K +$116 +1 +0.3%
CAL
1518
Capital Analysts LLC
Pennsylvania
$40K +$117 +1 +0.3%
FWM
1519
FSA Wealth Management
Massachusetts
$39K +$39K +335 New
CAM
1520
Columbia Asset Management
Michigan
$37.6K +$1.07K +915 +3%
SIM
1521
Sonora Investment Management
Arizona
$37K -$17.7K -153 -32%
HIM
1522
Hillsdale Investment Management
Ontario, Canada
$37K +$37K +320 New
SCA
1523
Stonebridge Capital Advisors
Minnesota
$35K -$81.7K -700 -70%
RFA
1524
Reilly Financial Advisors
California
$35K – – –
CCMIC
1525
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$35K +$35K +300 New
59 60
61
62 63