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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 %
MPIA
776
Mountain Pacific Investment Advisers
Idaho
$1.48M -$461K -3,850 -24%
HPC
777
Hobart Private Capital
North Carolina
$1.48M +$5.39K +45 +0.4%
MIH
778
Meitav Investment House
Israel
$1.48M +$704K +5,922 +91%
GC
779
Guardian Capital
Ontario, Canada
$1.47M – – –
CAM
780
Cresset Asset Management
Illinois
$1.46M +$294K +2,455 +25%
LIM
781
Loudon Investment Management
New Hampshire
$1.46M – – –
JCM
782
Jacobi Capital Management
Pennsylvania
$1.46M -$20.4K -176 -1%
PA
783
Profund Advisors
Maryland
$1.45M -$160K -1,339 -10%
AF
784
Arrow Financial
New York
$1.45M -$26.2K -219 -2%
IRF
785
IBM Retirement Fund
New York
$1.45M -$15K -125 -1%
HI
786
Human Investing
Oregon
$1.44M -$27.9K -233 -2%
Carson Wealth (CWM LLC)
787
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
KWM
788
Kingsview Wealth Management
Oregon
$1.43M +$821K +6,852 +134%
AIP
789
Ameritas Investment Partners
Nebraska
$1.43M -$27.6K -230 -2%
1SB
790
1ST Source Bank
Indiana
$1.43M +$164K +1,367 +13%
RHDIC
791
R.H. Dinel Investment Counsel
California
$1.42M – – –
GFA
792
Gifford Fong Associates
California
$1.41M – – –
NSB
793
Norway Savings Bank
Maine
$1.41M -$12.6K -105 -0.9%
FI
794
FormulaFolio Investments
Michigan
$1.4M +$164K +1,372 +13%
EWM
795
Edge Wealth Management
New York
$1.39M -$30.1K -251 -2%
MBTD
796
Mechanics Bank - Trust Department
California
$1.37M -$72.8K -608 -5%
GWM
797
Geneos Wealth Management
Colorado
$1.37M -$64.2K -540 -4%
RMAM
798
Raab & Moskowitz Asset Management
New Jersey
$1.37M -$26.2K -219 -2%
SCM
799
Shelton Capital Management
Colorado
$1.36M -$24K -200 -2%
CBB
800
Citizens Business Bank
California
$1.36M -$299K -2,495 -18%
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