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United Parcel Service
UPS

Overview Fund Activity

1,485 hedge funds and large institutions have $58.2B invested in United Parcel Service in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 570 increasing their positions, 636 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+20
Holders Change %
+1.37%
% of All Funds
32.62%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
1.01%
New
107
Increased
570
Reduced
636
Closed
77
Calls
$1.97B
Puts
$898M
Net Calls
+$1.08B
Net Calls Change
+$420M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$820M
2
Bank of America
Bank of America
North Carolina
+$685M
3
Boston Partners
Boston Partners
Massachusetts
+$271M
4
ClearBridge Investments
ClearBridge Investments
New York
+$261M
5
BlackRock
BlackRock
New York
+$214M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$523M
3
Franklin Resources
Franklin Resources
California
-$221M
4
VVP
Vulcan Value Partners
Alabama
-$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
276
GW & Wade
Massachusetts
$12.6M +$451K +3,764 +4%
11A
277
10-15 Associates
New York
$12.5M +$120K +1,000 +1%
SAM
278
Shell Asset Management
Netherlands
$12.3M -$2.35M -19,599 -16%
SIC
279
Sigma Investment Counselors
Michigan
$12M +$38.6K +322 +0.3%
DA
280
Duality Advisers
Florida
$12M +$12M +100,410 New
ZAM
281
Zevin Asset Management
Massachusetts
$12M +$35.3K +295 +0.3%
S
282
SignatureFD
Georgia
$12M -$242K -2,023 -2%
TAM
283
Trillium Asset Management
Massachusetts
$12M +$2.11M +17,573 +21%
MSA
284
Mason Street Advisors
Wisconsin
$11.9M +$1.32K +11 +0%
VV
285
Verity & Verity
South Carolina
$11.9M +$131K +1,148 +1%
LIM
286
Lathrop Investment Management
Arkansas
$11.9M +$37.4K +312 +0.3%
KA
287
KLCM Advisors
Wisconsin
$11.7M -$364K -3,035 -3%
HIMC
288
Heritage Investors Management Corp
Maryland
$11.7M -$149K -1,244 -1%
OAM
289
Oppenheimer Asset Management
New York
$11.6M -$303K -2,530 -3%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$11.6M +$288K +2,401 +3%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$11.4M +$565K +4,716 +5%
PWLP
292
Prio Wealth Limited Partnership
Massachusetts
$11.4M -$255K -2,131 -2%
GC
293
Gilbert & Cook
Iowa
$11.3M -$1.94M -16,208 -15%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$11.3M +$2.19M +18,282 +24%
MAA
295
Matrix Asset Advisors
New York
$11.3M -$1.35M -11,255 -11%
ELC
296
Edgar Lomax Company
Virginia
$11.3M -$120K -1,000 -1%
BOS
297
Bingham Osborn & Scarborough
California
$11.2M -$215K -1,795 -2%
CS
298
Candriam SCA
Luxembourg
$11.2M +$26.2K +219 +0.2%
MOACM
299
Mutual of America Capital Management
New York
$11.2M +$10.7K +89 +0.1%
Los Angeles Capital Management
300
Los Angeles Capital Management
California
$11.1M +$4.48M +37,370 +67%
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