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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 %
FFWA
926
FRG Family Wealth Advisors
Washington
$862K -$130K -1,085 -13%
LOAME
927
Lombard Odier Asset Management (Europe)
United Kingdom
$861K – – –
TC
928
Truvestments Capital
Florida
$853K +$201K +1,679 +31%
MYIA
929
Mount Yale Investment Advisors
Colorado
$841K +$69.3K +563 +9%
HFM
930
Hartford Financial Management
Connecticut
$839K – – –
APA
931
American Portfolios Advisors
New York
$835K +$218K +1,817 +35%
WSTAM
932
Wilbanks Smith & Thomas Asset Management
Virginia
$834K -$22.1K -184 -3%
TIA
933
Trust Investment Advisors
Indiana
$831K -$15K -125 -2%
NFG
934
Next Financial Group
Texas
$828K +$7.79K +65 +0.9%
PCM
935
Parsons Capital Management
Rhode Island
$823K -$479 -4 -0.1%
TTWM
936
TCV Trust & Wealth Management
Virginia
$822K – – –
ACM
937
Aljian Capital Management
Nevada
$821K -$183K -1,527 -18%
BRWA
938
B. Riley Wealth Advisors
Florida
$820K -$238K -1,985 -23%
FAM
939
Fred Alger Management
New York
$817K +$359 +3 +0%
CTI
940
Community Trust & Investment
Kentucky
$814K +$14.6K +122 +2%
GT
941
Greenleaf Trust
Michigan
$814K +$243K +2,024 +42%
ACM
942
Allred Capital Management
Texas
$813K -$6.02K -52 -0.7%
BCM
943
Boltwood Capital Management
California
$812K -$451K -3,759 -36%
NB
944
NBT Bank
New York
$804K +$9.35K +78 +1%
DZ Bank
945
DZ Bank
Germany
$802K -$2.72M -22,694 -77%
AAS
946
Avantax Advisory Services
Texas
$800K +$33.4K +279 +4%
CCA
947
Checchi Capital Advisers
California
$796K -$3.24K -27 -0.4%
NPT
948
Nixon Peabody Trust
Massachusetts
$788K – – –
FIM
949
Fernwood Investment Management
Massachusetts
$786K -$120K -1,000 -13%
ANRIA
950
American National Registered Investment Advisor
Texas
$783K – – –
36 37
38
39 40