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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 %
LCM
876
Logan Capital Management
Pennsylvania
$1.05M +$13.8K +115 +1%
BBA
877
BLB&B Advisors
Pennsylvania
$1.04M -$75.5K -630 -7%
ZCA
878
Zeke Capital Advisors
Pennsylvania
$1.04M -$38.9K -325 -4%
GCA
879
Guardian Capital Advisors
Ontario, Canada
$1.04M +$25.9K +225 +3%
WJWM
880
Williams Jones Wealth Management
New York
$1.03M +$1.03M +8,625 New
CA
881
Clearstead Advisors
Ohio
$1.03M -$31.9K -266 -3%
PP
882
Pegasus Partners
Wisconsin
$1.02M +$1.02M +8,517 New
CL
883
CPWM LLC
Washington
$1.01M +$839 +7 +0.1%
CCMG
884
Clark Capital Management Group
Pennsylvania
$1.01M +$6.71K +56 +0.7%
AOWM
885
Alpha Omega Wealth Management
Virginia
$1.01M +$345K +2,774 +52%
SFG
886
SevenBridge Financial Group
Pennsylvania
$1M -$27.1K -226 -3%
SDAM
887
Shulman DeMeo Asset Management
New York
$1M +$53.7K +448 +6%
MAM
888
Martingale Asset Management
Massachusetts
$998K -$34.9K -291 -3%
AC
889
Athanor Capital
New York
$995K +$995K +8,300 New
MIAS
890
Mason Investment Advisory Services
Virginia
$993K +$140K +1,165 +16%
LC
891
Lincoln Capital
Nebraska
$992K -$19.7K -164 -2%
LS
892
Livforsakringsbolaget Skandia
Sweden
$986K – – –
BCI
893
Brinker Capital Investments
Pennsylvania
$977K -$52.4K -437 -5%
WAM
894
Wealthspire Advisors (Maryland)
Maryland
$971K +$4.32K +36 +0.4%
EDRH
895
Edmond de Rothschild Holding
Switzerland
$971K +$120K +1,000 +14%
BL
896
Balentine LLC
Georgia
$963K +$86.3K +721 +10%
SACTSONJ
897
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$959K – – –
RA
898
RFG Advisory
Alabama
$950K -$773K -6,451 -45%
UBV
899
United Bank (Virginia)
Virginia
$947K -$36K -300 -4%
CPA
900
Court Place Advisors
Maryland
$946K +$68.5K +572 +8%
34 35
36
37 38