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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 %
MAS
801
Managed Account Services
Florida
$1.34M – – –
GWCM
802
Godshalk Welsh Capital Management
Pennsylvania
$1.33M – – –
APP
803
Avantax Planning Partners
Iowa
$1.33M +$175K +1,462 +15%
CA
804
Cetera Advisors
Colorado
$1.32M -$94.8K -791 -7%
SCA
805
Snowden Capital Advisors
New York
$1.32M +$264K +2,201 +25%
AA
806
Ancora Advisors
Ohio
$1.3M +$10.2K +85 +0.8%
AF
807
AMG Funds
Connecticut
$1.3M -$55.8K -466 -4%
NMC
808
Nine Masts Capital
Hong Kong
$1.3M +$1.3M +10,852 New
CCT
809
Chemung Canal Trust
New York
$1.3M +$1.3M +10,842 New
VCM
810
Vision Capital Management
Oregon
$1.3M +$31.4K +262 +2%
Lido Advisors
811
Lido Advisors
California
$1.29M +$23.6K +197 +2%
MWM
812
Mascoma Wealth Management
New Hampshire
$1.29M -$17.5K -146 -1%
CIS
813
Connors Investor Services
Pennsylvania
$1.28M -$503K -4,200 -28%
PWPCM
814
Perella Weinberg Partners Capital Management
New York
$1.27M -$532K -4,438 -30%
FC
815
Financial Consulate
Maryland
$1.27M -$20.7K -173 -2%
BDWM
816
Brewin Dolphin Wealth Management
Ireland
$1.26M -$431K -3,594 -25%
CC
817
ClearArc Capital
Ohio
$1.26M +$15.9K +133 +1%
FUBT
818
First United Bank & Trust
Maryland
$1.25M -$282K -2,352 -18%
NIPH
819
NN Investment Partners Holdings
Netherlands
$1.25M +$671K +5,600 +117%
IA
820
IFG Advisory
Georgia
$1.24M -$21.8K -182 -2%
CFIA
821
Cantor Fitzgerald Investment Advisors
New York
$1.24M – – –
TC
822
TownSquare Capital
Utah
$1.24M +$168K +1,360 +16%
HCM
823
Hutner Capital Management
Vermont
$1.24M -$73K -609 -6%
VNA
824
Valley National Advisers
Pennsylvania
$1.23M +$105K +875 +9%
FMC
825
First Merchants Corp
Indiana
$1.22M +$441K +3,678 +56%
31 32
33
34 35