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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 %
Fayez Sarofim & Co
901
Fayez Sarofim & Co
Texas
$942K -$12.7K -106 -1%
YWP
902
YorkBridge Wealth Partners
New York
$942K +$2.04K +17 +0.2%
BIA
903
Bigelow Investment Advisors
Maine
$931K +$3.48K +29 +0.4%
HSA
904
HBK Sorce Advisory
Pennsylvania
$925K +$291K +2,426 +46%
DPIM
905
Duff & Phelps Investment Management
Illinois
$921K – – –
BAM
906
Berkshire Asset Management
Pennsylvania
$920K -$122K -1,018 -12%
QCM
907
Quest Capital Management
Texas
$918K +$229K +1,908 +33%
WS
908
Wedbush Securities
California
$917K -$18.3K -153 -2%
NG
909
Northstar Group
New York
$916K -$105K -876 -10%
HH
910
Hilltop Holdings
Texas
$916K +$88.2K +736 +11%
VF
911
Virtu Financial
New York
$915K +$915K +7,638 New
LSV Asset Management
912
LSV Asset Management
Illinois
$910K – – –
Kayne Anderson Rudnick Investment Management
913
Kayne Anderson Rudnick Investment Management
California
$902K +$416K +3,468 +85%
BC
914
Burleson & Co
California
$901K +$575 +5 +0.1%
FVWA
915
Foster Victor Wealth Advisors
South Carolina
$900K +$299K +2,585 +50%
SCA
916
Sage Capital Advisors
South Dakota
$899K +$5.63K +47 +0.6%
RIA
917
Realta Investment Advisors
Delaware
$897K +$15.2K +127 +2%
CCG
918
Cypress Capital Group
Florida
$896K -$86.6K -723 -9%
GIA
919
Gladstone Institutional Advisory
Florida
$895K -$36.2K -302 -4%
PWW
920
Pettyjohn Wood & White
Virginia
$894K -$12K -100 -1%
RM
921
Resource Management
Louisiana
$879K -$423K -3,535 -33%
EIA
922
Eldridge Investment Advisors
New Hampshire
$879K +$360 +3 +0%
DAS
923
Dynamic Advisor Solutions
Arizona
$875K -$35.4K -295 -4%
CC
924
Cedar Capital
Illinois
$871K -$6.95K -58 -0.8%
PFO
925
Pathstone Family Office
New Jersey
$871K – – –
35 36
37
38 39