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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 %
PI
526
PineBridge Investments
New York
$3.67M -$12.5M -104,115 -77%
AWP
527
Ascent Wealth Partners
New York
$3.67M +$8.15K +68 +0.2%
AUB
528
Atlantic Union Bankshares
Virginia
$3.66M -$6.23K -52 -0.2%
LDFR
529
Lehman & Derafelo Financial Resources
Pennsylvania
$3.65M -$35.8K -299 -1%
Cohen & Steers
530
Cohen & Steers
New York
$3.65M -$1.07M -8,969 -23%
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.64M -$186K -1,553 -5%
ECM
532
EagleClaw Capital Management
Massachusetts
$3.64M +$186K +1,550 +5%
Canada Pension Plan Investment Board
533
Canada Pension Plan Investment Board
Ontario, Canada
$3.63M +$1.32M +11,025 +57%
WC
534
Woodstock Corp
Massachusetts
$3.62M – – –
SWMG
535
Signature Wealth Management Group
Georgia
$3.62M -$11.3K -94 -0.3%
TCM
536
Telos Capital Management
California
$3.61M +$396K +3,308 +12%
SWM
537
SVA Wealth Management
Wisconsin
$3.6M -$89.6K -748 -2%
Susquehanna International Group
538
Susquehanna International Group
Pennsylvania
$3.58M +$392K +3,270 +12%
HWM
539
Holloway Wealth Management
Florida
$3.54M -$3.07M – –
CIP
540
Cornerstone Investment Partners
Georgia
$3.53M -$181K -1,510 -5%
MFG
541
Monte Financial Group
Connecticut
$3.53M -$144K -1,199 -4%
LWM
542
Lyons Wealth Management
Florida
$3.52M +$19K +159 +0.5%
PWS
543
Peloton Wealth Strategists
Indiana
$3.44M +$204K +1,702 +6%
PI
544
PFS Investments
Georgia
$3.44M +$1.32M +11,057 +63%
O
545
Ossiam
France
$3.44M +$3.17M +26,478 +1,181%
DIA
546
Dean Investment Associates
Ohio
$3.43M +$95.5K +797 +3%
III
547
Independent Investors Inc
New York
$3.38M – – –
Rockefeller Capital Management
548
Rockefeller Capital Management
New York
$3.37M +$663K +5,532 +24%
OFG
549
OmniStar Financial Group
North Carolina
$3.36M +$1.28M +10,680 +61%
BFEC
550
Benjamin F. Edwards & Company
Missouri
$3.35M +$203K +1,693 +6%
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