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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
1
Aberdeen Group
United Kingdom
$286M
2
Truist Financial
2
Truist Financial
North Carolina
$215M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$917M
4
Goldman Sachs
4
Goldman Sachs
New York
$514M
5
EAM
5
Eagle Asset Management
Florida
$88.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.35B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$299M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$280M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
1601
Litman Gregory Wealth Management
California
$4K +$4K +35 New
LFA
1602
Lighthouse Financial Advisors
Maryland
$4K +$4K +38 New
LWA
1603
Lowe Wealth Advisors
Maryland
$3K – – –
TIM
1604
Tortoise Investment Management
New York
$3K – – –
LWM
1605
Lenox Wealth Management
Ohio
$3K – – –
PC
1606
Permanens Capital
New York
$3K – – –
RG
1607
Retirement Group
California
$3K +$3K +22 New
APWM
1608
Atlas Private Wealth Management
New York
$3K +$3K +25 New
HWM
1609
HighMark Wealth Management
Minnesota
$3K +$3K +31 New
NL
1610
NVWM LLC
Pennsylvania
$2K – – –
BWA
1611
BDO Wealth Advisors
Florida
$2K – – –
GC
1612
Globeflex Capital
California
$2K – – –
FCH
1613
Freestone Capital Holdings
Washington
$1.45K +$156 +1,334 +12%
AC
1614
Asio Capital
Kentucky
$1.35K +$1.35K +11,530 New
LS
1615
Leelyn Smith
Illinois
$1.06K +$1.06K +9,013 New
Fidelity International
1616
Fidelity International
Bermuda
$1K – – –
BRC
1617
Bell Rock Capital
Delaware
$1K – – –
RTC
1618
Riverview Trust Company
Washington
$1K – – –
CWA
1619
Core Wealth Advisors
Florida
$1K +$1K +5 New
KFS
1620
Kelly Financial Services
Massachusetts
$797 – – –
PGAM
1621
Princeton Global Asset Management
New Jersey
$31 +$31 +263 New
SHWM
1622
Silicon Hills Wealth Management
Texas
$1 +$1 +1 New
SCM
1623
Suvretta Capital Management
New York
– -$141M -1,180,881 Closed
Balyasny Asset Management
1624
Balyasny Asset Management
Illinois
– -$24.3M -202,579 Closed
JCM
1625
Janney Capital Management
Pennsylvania
– -$20M -167,284 Closed
63 64
65
66 67