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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 %
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M +$1.71M +14,257 +929%
LWANC
702
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89M +$120 +1 +0%
BSW
703
Buckingham Strategic Wealth
Missouri
$1.87M +$166K +1,382 +10%
DWA
704
Douglass Winthrop Advisors
New York
$1.86M -$236K -1,969 -11%
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$1.85M +$65K +542 +4%
CFB
706
Cullen/Frost Bankers
Texas
$1.85M +$274K +2,284 +17%
MSAM
707
Moloney Securities Asset Management
Missouri
$1.84M -$342K -2,857 -16%
NC
708
NewSquare Capital
Pennsylvania
$1.83M -$381K -3,181 -17%
BWP
709
Bernardo Wealth Planning
Pennsylvania
$1.83M -$12K -100 -0.7%
ACM
710
Ativo Capital Management
Illinois
$1.83M +$541K +4,519 +42%
FNT
711
First National Trust
Pennsylvania
$1.82M -$51.5K -430 -3%
FMW
712
Farr Miller & Washington
District of Columbia
$1.82M +$8.99K +75 +0.5%
IBOK
713
Independence Bank of Kentucky
Kentucky
$1.82M -$172K -1,435 -9%
HF
714
HRT Financial
New York
$1.81M +$1.81M +15,138 New
BE
715
Bonness Enterprises
District of Columbia
$1.8M – – –
ATC
716
Argent Trust Co
Tennessee
$1.8M +$111K +926 +7%
PSUF
717
People's United Financial
Connecticut
$1.79M -$76.7K -640 -4%
PAMG
718
Patton Albertson Miller Group
Tennessee
$1.79M -$259K -2,161 -13%
TCOT
719
Trust Company of Toledo
Ohio
$1.78M -$15.5K -129 -0.9%
MCM
720
Mengis Capital Management
Oregon
$1.78M +$359 +3 +0%
GIP
721
Granite Investment Partners
California
$1.76M -$170K -1,418 -9%
PFA
722
Pure Financial Advisors
California
$1.76M -$434K -3,623 -20%
AIMCA
723
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.75M -$6.88M -57,400 -80%
EM
724
Excalibur Management
Massachusetts
$1.73M -$105K -875 -6%
NERM
725
New England Research & Management
Illinois
$1.72M -$171K -1,426 -9%
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