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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 %
TPWA
826
TRUE Private Wealth Advisors
Oregon
$1.22M +$408K +3,409 +50%
KFGK
827
Keystone Financial Group (Kentucky)
Kentucky
$1.22M -$65.8K -549 -5%
FFBTD
828
First Financial Bank - Trust Division
Ohio
$1.22M -$38.8K -324 -3%
MFWM
829
Motley Fool Wealth Management
Virginia
$1.22M +$81K +676 +7%
SFSG
830
Stearns Financial Services Group
North Carolina
$1.22M -$3.83K -32 -0.3%
CTC
831
Central Trust Company
Missouri
$1.21M -$12K -100 -1%
CCP
832
Corient Capital Partners
California
$1.21M +$395K +3,294 +48%
NIM
833
NuWave Investment Management
New Jersey
$1.21M +$1.2M +10,095 +15,067%
SBWM
834
Sunflower Bank Wealth Management
Arizona
$1.2M -$78.5K -655 -6%
VNIM
835
Vaughan Nelson Investment Management
Texas
$1.2M – – –
AAIM
836
American Assets Investment Management
California
$1.2M – – –
HSA
837
Hussman Strategic Advisors
Maryland
$1.2M – – –
FMT
838
First Mercantile Trust
Tennessee
$1.2M +$81.5K +680 +7%
AAM
839
Ascension Asset Management
New York
$1.2M -$77.9K -650 -6%
IFWM
840
Institute for Wealth Management
Colorado
$1.2M -$109K -911 -8%
CFA
841
Carroll Financial Associates
North Carolina
$1.19M -$114K -956 -9%
LAIC
842
Lederer & Associates Investment Counsel
California
$1.19M -$1.24M -10,325 -51%
NL
843
NWAM LLC
Washington
$1.19M +$302K +2,524 +34%
GCA
844
Gideon Capital Advisors
New York
$1.19M -$159K -1,329 -12%
SC
845
Slow Capital
California
$1.18M +$462K +3,853 +64%
DI
846
DAGCO Inc
Ohio
$1.17M -$17.6K -147 -1%
TRCT
847
Tower Research Capital (TRC)
New York
$1.17M +$1.17M +9,797 New
MERSOM
848
Municipal Employees' Retirement System of Michigan
Michigan
$1.17M +$18K +150 +2%
CAPTRUST Financial Advisors
849
CAPTRUST Financial Advisors
North Carolina
$1.16M -$7.43K -62 -0.6%
CHJWM
850
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$19.5K -169 -2%
32 33
34
35 36