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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 %
FT
976
Fiduciary Trust
Massachusetts
$733K -$70.3K -587 -9%
LTI
977
Laffer Tengler Investments
Tennessee
$733K -$4.79K -40 -0.6%
GCM
978
Gladius Capital Management
Illinois
$728K +$728K +6,074 New
WIA
979
Wealthstreet Investment Advisors
Texas
$727K -$140K -1,200 -16%
PA
980
Parallel Advisors
California
$725K +$148K +1,239 +26%
SYBT
981
Stock Yards Bank & Trust
Kentucky
$722K +$33.5K +280 +5%
VIA
982
Vident Investment Advisory
Georgia
$721K +$721K +6,023 New
CBU
983
CIBC Bank USA
Illinois
$718K -$7.43K -62 -1%
RHFI
984
Reilly Herbert Faulkner III
$713K -$114K -950 -14%
SIM
985
Stratos Investment Management
Ohio
$711K +$26.7K +223 +4%
PTC
986
Private Trust Company
Ohio
$707K -$42.9K -358 -6%
RWA
987
Ropes Wealth Advisors
Massachusetts
$704K -$15.9K -133 -2%
HCP
988
Holt Capital Partners
Texas
$704K +$59.9K +500 +9%
BWL
989
Bogart Wealth LLC
Virginia
$703K +$24.3K +203 +4%
IA
990
IFP Advisors
Florida
$700K +$700K +5,913 New
RAM
991
Redmond Asset Management
Virginia
$697K +$38.4K +321 +6%
PCG
992
Private Capital Group
Connecticut
$691K +$33.6K +280 +5%
SW
993
SVB Wealth
Massachusetts
$690K -$113K -947 -14%
LCM
994
Leisure Capital Management
California
$687K +$59.9K +500 +10%
MFP
995
Meridian Financial Partners
Virginia
$685K +$10.9K +95 +2%
AC
996
Abbrea Capital
California
$680K -$14K -117 -2%
DLA
997
Douglas Lane & Associates
New York
$679K -$74.9K -625 -10%
SNT
998
Security National Trust
West Virginia
$678K -$12K -100 -2%
FIB
999
First Interstate Bank
Montana
$675K +$1.2K +10 +0.2%
SCM
1000
Southport Capital Management
Tennessee
$672K +$16.3K +136 +2%
38 39
40
41 42