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
$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 %
CCMIC
1526
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$35K +$35K +300 New
PMFA
1527
Plante Moran Financial Advisors
Michigan
$33K -$4.02K -34 -11%
LWA
1528
Lenox Wealth Advisors
New York
$32K +$232 +2 +0.7%
FRA
1529
Front Row Advisors
California
$31K -$231 -2 -0.7%
BEI
1530
Benjamin Edwards Inc
Missouri
$30K +$5.81K +50 +24%
SC
1531
Solstein Capital
California
$30K +$30K +257 New
FP
1532
Financial Perspectives
Minnesota
$29.6K +$29.6K +253 New
MCM
1533
MV Capital Management
Maryland
$29K -$5.22K -45 -15%
SIC
1534
Salem Investment Counselors
North Carolina
$29K +$8.78K +76 +43%
SBL
1535
Sargent Bickham Lagudis
Colorado
$29K +$10.2K +88 +54%
EI
1536
Ellevest Inc
New York
$28K -$3.29K -28 -11%
IAS
1537
IMA Advisory Services
Colorado
$28K +$11.6K +101 +71%
IA
1538
IndexIQ Advisors
New York
$28K +$28K +241 New
CH
1539
Canton Hathaway
Rhode Island
$26K – – –
CHAM
1540
Clear Harbor Asset Management
Connecticut
$25.2K +$25.2K +215 New
SL
1541
Savior LLC
Massachusetts
$25K +$25K +216 New
HFS
1542
HBC Financial Services
Washington
$24K +$24K +204 New
WC
1543
Whitnell & Co
Illinois
$23K – – –
TFGT
1544
TS Financial Group (TSFG)
Illinois
$23K – – –
JWBC
1545
John W. Bristol & Co
New York
$23K – – –
MWP
1546
Meridian Wealth Partners
Pennsylvania
$23K +$23K +197 New
RWB
1547
RMR Wealth Builders
New Jersey
$23K +$23K +200 New
MA
1548
MCF Advisors
Kentucky
$22K – – –
AWA
1549
Artemis Wealth Advisors
New York
$21.7K +$21.7K +185 New
GFPC
1550
Global Financial Private Client
Florida
$21.2K +$21.2K +181 New
60 61
62
63 64