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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 %
NFG
951
Nations Financial Group
Iowa
$775K +$18.4K +160 +2%
FFC
952
First Financial Corp
Indiana
$774K -$65K -542 -8%
TA
953
Thor Advisors
New York
$772K +$772K +6,445 New
AWM
954
Avior Wealth Management
Nebraska
$771K -$57.8K -483 -7%
IWM
955
IHT Wealth Management
Illinois
$769K +$310K +2,591 +68%
LMAM
956
Legg Mason Asset Management
Japan
$768K -$25.2K -210 -3%
KB
957
Kimelman & Baird
New York
$767K – – –
CCP
958
Cardan Capital Partners
Colorado
$763K – – –
SWM
959
SeaCrest Wealth Management
New York
$763K +$58.4K +487 +8%
Tudor Investment Corp
960
Tudor Investment Corp
Connecticut
$761K +$761K +6,354 New
KMWM
961
Keudell/Morrison Wealth Management
Oregon
$758K +$45.1K +377 +6%
ESBC
962
E.S. Barr & Co
Kentucky
$757K -$141K -1,178 -16%
MFG
963
Merit Financial Group
Georgia
$756K +$6.83K +57 +0.9%
P
964
Pitcairn
Pennsylvania
$754K +$21.5K +179 +3%
CS
965
Cannell & Spears
New York
$753K – – –
TCM
966
Traynor Capital Management
Pennsylvania
$752K -$13.3K -111 -2%
SIAP
967
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$750K +$30.4K +254 +4%
MWP
968
MYCIO Wealth Partners
Pennsylvania
$748K -$45.5K -380 -6%
PI
969
Putnam Investments
Massachusetts
$741K -$27.9K -233 -4%
SRC
970
Shufro Rose & Co
New York
$738K -$42.4K -354 -5%
BAC
971
Boys Arnold & Co
North Carolina
$738K +$44.8K +377 +6%
MA
972
Montag & Associates
Georgia
$737K -$1.16M -9,702 -61%
TFS
973
TrustCore Financial Services
Tennessee
$737K -$41.4K -345 -5%
LB
974
Legacy Bridge
Iowa
$735K -$37.4K -312 -5%
PPP
975
Private Portfolio Partners
New Jersey
$734K -$155K -1,293 -17%
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