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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 %
ATFA
1676
All Terrain Financial Advisors
Minnesota
– -$132K -1,100 Closed
NCM
1677
Nelson Capital Management
California
– -$121K -1,010 Closed
WC
1678
Weil Company
California
– -$55K -455 Closed
OFS
1679
Orrstown Financial Services
Pennsylvania
– -$50K -425 Closed
WCM
1680
Whitener Capital Management
North Carolina
– -$48K -407 Closed
EARNEST Partners
1681
EARNEST Partners
Georgia
– -$46K -384 Closed
QCIG
1682
Quad-Cities Investment Group
Iowa
– -$29K -237 Closed
ST
1683
Sageworth Trust
Pennsylvania
– -$24K -200 Closed
HIIFS
1684
Harel Insurance Investments & Financial Services
Israel
– -$22K -187 Closed
BCM
1685
Blume Capital Management
California
– -$14K -120 Closed
CJA
1686
C-J Advisory
California
– -$14K -113 Closed
SB
1687
Strategic Blueprint
Georgia
– -$12K -100 Closed
GWAG
1688
Garrett Wealth Advisory Group
Texas
– -$10.7K -89 Closed
AM
1689
Atwater Malick
Pennsylvania
– -$9K -75 Closed
EWM
1690
Elmwood Wealth Management
California
– -$4K -35 Closed
CAGAS
1691
Capital Advisory Group Advisory Services
Minnesota
– -$1K -6 Closed
CIR
1692
Clear Investment Research
Georgia
– -$1K -6 Closed
CAM
1693
CenterStar Asset Management
Illinois
– -$12K – –
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