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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 %
WCG
1551
Weaver Consulting Group
California
$20K – – –
TSW
1552
Thompson Siegel & Walmsley
Virginia
$20K +$11.4K +100 +133%
DI
1553
Disciplined Investments
Oklahoma
$20K +$20K +171 New
TT
1554
TI-Trust
Illinois
$20K +$20K +175 New
MRCM
1555
M&R Capital Management
New Jersey
$19K – – –
ARMC
1556
American Research & Management Company
Massachusetts
$19K +$14.9K +126 +360%
AA
1557
AlphaMark Advisors
Kentucky
$18K +$18K +150 New
WFMPM
1558
Woodley Farra Manion Portfolio Management
Indiana
$18K +$18K +158 New
BWL
1559
Bogart Wealth LLC
Virginia
$17K -$661K -5,719 -97%
FWM
1560
Focused Wealth Management
New York
$16K -$17.5K -151 -52%
EWM
1561
Endurance Wealth Management
Rhode Island
$15K – – –
MSFP
1562
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
PP
1563
Pacifica Partners
Canada
$15K +$15K +126 New
M
1564
Mirova
France
$15K +$15K +129 New
VCS
1565
Vaughan & Co Securities
New Jersey
$14.6K +$14.6K +125 New
ECM
1566
Estabrook Capital Management
New York
$14.5K – – –
ETI
1567
Enterprise Trust & Investment
California
$14K – – –
PCFFS
1568
Pacific Center for Financial Services
California
$14K +$115 +1 +0.8%
C
1569
Cerebellum
California
$14K +$14K +120 New
RCC
1570
Red Cedar Capital
Nebraska
$13K – – –
1NWS
1571
1 North Wealth Services
Maryland
$13K +$5.74K +49 +79%
CA
1572
CXI Advisors
Indiana
$13K +$13K +108 New
PWMG
1573
Prestige Wealth Management Group
New Jersey
$12K -$1.07K -9 -8%
FMB
1574
Field & Main Bank
Kentucky
$12K – – –
AWM
1575
AllSquare Wealth Management
New York
$12K – – –
61 62
63
64 65