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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 %
MCIA
651
Mountain Capital Investment Advisors
Colorado
$2.18M +$120 +1 +0%
CCMINC
652
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.18M +$2.28K +19 +0.1%
RIM
653
Redpoint Investment Management
Australia
$2.18M -$312K -2,602 -13%
MIAN
654
Mariner Independent Advisor Network
Kansas
$2.18M +$163K +1,404 +8%
OIA
655
Optimum Investment Advisors
Illinois
$2.15M -$99.3K -829 -4%
AW
656
ACG Wealth
Georgia
$2.15M -$12.5K -104 -0.6%
FMTCOCP
657
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.15M +$80.9K +675 +4%
HIM
658
Harbour Investment Management
Washington
$2.14M +$212K +1,771 +11%
BCM
659
BTR Capital Management
California
$2.12M -$18.6K -155 -0.9%
WI
660
WrapManager Inc
California
$2.11M -$31.6K -264 -1%
GG
661
Gofen & Glossberg
Illinois
$2.1M -$37.1K -310 -2%
SC
662
Skylands Capital
Wisconsin
$2.1M -$4.42M -36,900 -68%
SSWM
663
Smith Salley Wealth Management
North Carolina
$2.09M +$171K +1,424 +9%
ST
664
Spinnaker Trust
Maine
$2.09M +$113K +941 +6%
AMIM
665
Aull & Monroe Investment Management
Alabama
$2.08M -$24K -200 -1%
OWD
666
Osborn Williams & Donohoe
Ohio
$2.07M -$47.9K -400 -2%
TA
667
Townsend & Associates
Colorado
$2.07M -$156K -1,383 -7%
WT
668
Washington Trust
Rhode Island
$2.07M -$36.6K -318 -2%
PFS
669
Physicians Financial Services
North Carolina
$2.06M -$14.9K -124 -0.7%
PGFC
670
Peapack-Gladstone Financial Corp
New Jersey
$2.06M -$3.7M -30,866 -64%
FA
671
Fagan Associates
New York
$2.05M +$98.2K +820 +5%
ACM
672
Alta Capital Management
Utah
$2.04M -$285K -2,377 -12%
SAM
673
Silvercrest Asset Management
New York
$2.04M -$46.3K -386 -2%
NAM
674
Nexpoint Asset Management
Texas
$2.04M +$2.04M +17,000 New
BOTW
675
Bank of the West
California
$2.03M +$30.3K +253 +2%
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