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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 %
SAM
1026
Shamrock Asset Management
Texas
$597K -$13.4K -112 -2%
PWP
1027
Principle Wealth Partners
Connecticut
$595K +$220K +1,834 +59%
KPW
1028
Kore Private Wealth
New York
$591K -$4.86K -42 -0.8%
BWP
1029
Baldwin Wealth Partners
Massachusetts
$586K -$608K -5,075 -51%
EWM
1030
Empirical Wealth Management
Washington
$581K -$14K -117 -2%
V
1031
VeraBank
Texas
$581K +$14K +117 +2%
SC
1032
Saturna Capital
Washington
$579K – – –
Fiera Capital (Canada)
1033
Fiera Capital (Canada)
Quebec, Canada
$575K +$89.5K +747 +18%
SXL
1034
Summit X LLC
Missouri
$569K -$602 -5 -0.1%
PP
1035
PagnatoKarp Partners
Virginia
$569K +$9.71K +81 +2%
FWM
1036
Frontier Wealth Management
Missouri
$569K +$20.4K +170 +4%
LBD
1037
Landsberg Bennett & Dubbaneh
Florida
$568K -$5.47K -46 -1%
CP
1038
Covenant Partners
Tennessee
$568K +$72.6K +606 +15%
LCM
1039
Laurion Capital Management
New York
$567K -$415K -3,465 -42%
AF
1040
Advisornet Financial
Minnesota
$565K +$63.6K +531 +13%
CGL
1041
Clarius Group LLC
Washington
$564K +$118K +985 +26%
MOS
1042
MGO One Seven
Ohio
$561K +$114K +950 +25%
CIAS
1043
Capital Investment Advisory Services
North Carolina
$560K +$239 +2 +0%
WG
1044
Winton Group
United Kingdom
$556K +$58.7K +490 +12%
CFG
1045
Cooper Financial Group
California
$552K -$70.6K -589 -11%
SMC
1046
Smith, Moore & Co
Missouri
$549K +$120 +1 +0%
FFN
1047
Focus Financial Network
Minnesota
$548K +$29K +242 +6%
SCM
1048
Schnieders Capital Management
California
$540K – – –
HKAM
1049
Horizon Kinetics Asset Management
New York
$538K – – –
KCM
1050
Kanawha Capital Management
Virginia
$538K +$16.8K +140 +3%
40 41
42
43 44