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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LCM
1651
Laurion Capital Management
New York
– – -4,732 Closed
OWA
1652
Outlook Wealth Advisors
Texas
– – -4,436 Closed
CEP
1653
Chicago Equity Partners
Illinois
– – -4,420 Closed
CRC
1654
Curi RMB Capital
Illinois
– – -4,391 Closed
MWM
1655
Meridian Wealth Management
Kentucky
– – -3,672 Closed
VCM
1656
Virtue Capital Management
Tennessee
– – -3,627 Closed
FPA
1657
First Pacific Advisors
California
– – -3,550 Closed
WWM
1658
WT Wealth Management
Arizona
– – -3,430 Closed
RIA
1659
Regal Investment Advisors
Michigan
– – -3,215 Closed
QCM
1660
Quantinno Capital Management
New York
– – -2,820 Closed
NFC
1661
Northeast Financial Consultants
Connecticut
– – -2,281 Closed
RP
1662
Rice Partnership
Hawaii
– – -2,281 Closed
MWPCG
1663
Measured Wealth Private Client Group
New Hampshire
– – -2,273 Closed
SWA
1664
Stratos Wealth Advisors
Ohio
– – -2,258 Closed
SP
1665
Symmetry Partners
Connecticut
– – -1,810 Closed
FAM
1666
Fenimore Asset Management
New York
– – -1,741 Closed
PP
1667
Patten & Patten
Tennessee
– – -1,706 Closed
CAG
1668
Crestwood Advisors Group
Massachusetts
– – -1,700 Closed
GIM
1669
Goelzer Investment Management
Indiana
– – -1,698 Closed
RMCM
1670
Reynders McVeigh Capital Management
Massachusetts
– – -1,694 Closed
AIM
1671
Axiom Investment Management
New York
– – -1,679 Closed
GSWM
1672
Golden State Wealth Management
California
– – -1,475 Closed
KWA
1673
KCS Wealth Advisory
California
– – -1,332 Closed
VIM
1674
Veritas Investment Management
United Kingdom
– – -1,300 Closed
SWP
1675
Strategic Wealth Partners
Ohio
– – -1,226 Closed
65 66
67
68 69