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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 %
HPC
1001
HM Payson & Co
Maine
$670K +$4.31K +36 +0.6%
PAS
1002
Park Avenue Securities
New York
$666K +$666K +5,557 New
WP
1003
WealthSource Partners
California
$663K +$130K +1,082 +24%
DAC
1004
Dividend Assets Capital
South Carolina
$662K +$29.5K +246 +5%
ASN
1005
Advisory Services Network
Georgia
$661K – – –
IG
1006
ING Group
Netherlands
$660K +$187K +1,557 +39%
MSS
1007
Mitchell Sinkler & Starr
Pennsylvania
$658K -$204K -1,700 -24%
KA
1008
Kovack Advisors
Florida
$656K -$839 -7 -0.1%
EWF
1009
Epstein & White Financial
California
$654K +$141K +1,175 +28%
FNBOSM
1010
First National Bank of South Miami
Florida
$648K – – –
RI
1011
Ridgewood Investments
New Jersey
$644K -$32.7K -273 -5%
KF
1012
Krilogy Financial
Missouri
$640K -$78.9K -659 -11%
WKWM
1013
Walter & Keenan Wealth Management
Indiana
$639K +$207K +1,730 +48%
GBT
1014
Grove Bank & Trust
Florida
$636K +$70.4K +587 +12%
CTA
1015
Colonial Trust Advisors
South Carolina
$635K -$2.28K -19 -0.4%
BG
1016
Bollard Group
Massachusetts
$635K +$5.03K +42 +0.8%
DWM
1017
Darwin Wealth Management
Florida
$632K -$20.8K -174 -3%
BWAM
1018
Boyd Watterson Asset Management
Ohio
$631K – – –
FCMT
1019
Founders Capital Management (Texas)
Texas
$620K -$35.9K -300 -5%
FWCM
1020
Ferguson Wellman Capital Management
Oregon
$617K -$17.5K -146 -3%
ZIC
1021
ZWJ Investment Counsel
Georgia
$613K -$82.7K -690 -12%
PL
1022
Perpetual Ltd
Australia
$613K – – –
AAM
1023
AR Asset Management
California
$611K – – –
TBNY
1024
Trustco Bank (New York)
New York
$608K -$18K -150 -3%
ITIM
1025
Indiana Trust & Investment Management
Indiana
$601K -$40.7K -340 -6%
39 40
41
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