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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 %
JGC
551
J. Goldman & Co
New York
$3.35M +$3.35M +27,936 New
FCM
552
Flinton Capital Management
Pennsylvania
$3.35M -$594K -4,956 -15%
TF
553
Tompkins Financial
New York
$3.31M -$70.7K -590 -2%
V
554
Veritable
Delaware
$3.31M -$8.75K -73 -0.3%
BLAM
555
Bourne Lent Asset Management
New York
$3.29M -$30K -250 -0.9%
BW
556
Bison Wealth
Georgia
$3.27M -$1.68K -14 -0.1%
CHC
557
City Holding Co
West Virginia
$3.27M +$79.1K +660 +2%
FMWA
558
Forvis Mazars Wealth Advisors
Missouri
$3.22M +$854K +7,130 +36%
SC
559
Schulhoff & Co
Ohio
$3.22M +$12.7K +106 +0.4%
CCM
560
Cadence Capital Management
Massachusetts
$3.2M -$146K -1,217 -4%
CANC
561
Culbertson A N & Co
Virginia
$3.2M +$21.8K +182 +0.7%
SS
562
Sunbelt Securities
Texas
$3.19M +$1.42M +11,822 +80%
FAAS
563
First Allied Advisory Services
California
$3.19M -$296K -2,464 -8%
NMIMC
564
Northwestern Mutual Investment Management Company
Wisconsin
$3.19M +$16.2K +135 +0.5%
FBT
565
First Bankers Trust
Kentucky
$3.17M +$621K +5,180 +24%
VCA
566
Verdence Capital Advisors
Maryland
$3.14M +$77.2K +644 +3%
NSIM
567
North Star Investment Management
Illinois
$3.07M -$1.49M -12,471 -33%
HAG
568
HighPoint Advisor Group
Illinois
$3.07M +$34.7K +279 +1%
BIA
569
BMT Investment Advisors
Pennsylvania
$2.99M +$349K +2,910 +13%
RCM
570
Riverhead Capital Management
Delaware
$2.99M +$383K +3,200 +15%
ACA
571
Aptus Capital Advisors
Alabama
$2.96M +$2.96M +24,698 New
VAS
572
Vestmark Advisory Solutions
Massachusetts
$2.93M +$333K +2,781 +13%
NGA
573
Naples Global Advisors
Florida
$2.92M +$78.5K +655 +3%
NHC
574
Nicholas Hoffman & Company
Georgia
$2.92M +$499K +4,167 +21%
SPIA
575
Steward Partners Investment Advisory
New York
$2.91M +$211K +1,763 +8%
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