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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 %
LFA
1101
Landmark Financial Advisors
Kentucky
$437K – – –
JIC
1102
Johnson Investment Counsel
Ohio
$437K +$68.6K +572 +19%
PG
1103
Patten Group
Tennessee
$436K +$3K +25 +0.7%
VCM
1104
Virtue Capital Management
Tennessee
$435K +$191K +1,589 +78%
OIA
1105
OneDigital Investment Advisors
Kansas
$434K +$19.2K +160 +5%
BFO
1106
Boston Family Office
Massachusetts
$433K – – –
KC
1107
Kingfisher Capital
North Carolina
$433K +$3.35K +28 +0.8%
FIM
1108
Freedom Investment Management
Connecticut
$430K -$22.2K -185 -5%
LC
1109
LCNB Corp
Ohio
$430K +$67.7K +565 +19%
FPA
1110
First Pacific Advisors
California
$425K -$251K -2,100 -37%
MAFM
1111
Mid Atlantic Financial Management
Pennsylvania
$425K +$3.24K +27 +0.8%
GFS
1112
GYL Financial Synergies
Connecticut
$423K +$8.86K +74 +2%
AIM
1113
ARK Investment Management
Florida
$422K +$20.8K +174 +5%
MMHP
1114
Murphy Middleton Hinkle & Parker
Georgia
$420K +$480 +4 +0.1%
LOAMS
1115
Lombard Odier Asset Management (Switzerland)
Switzerland
$420K +$5.75K +48 +1%
BFA
1116
Bragg Financial Advisors
North Carolina
$419K -$3K -25 -0.7%
B
1117
Bailard
California
$417K – – –
BPC
1118
Banque Pictet & Cie
Switzerland
$417K +$417K +3,480 New
NB
1119
Nicolet Bankshares
Wisconsin
$416K +$5.99K +50 +1%
AIIMS
1120
Analyst IMS Investment Management Services
Israel
$413K -$59.2K -500 -13%
TCB
1121
Texas Capital Bancshares
Texas
$413K – – –
DWM
1122
Dakota Wealth Management
Florida
$411K -$11.9K -99 -3%
WWM
1123
WT Wealth Management
Arizona
$411K +$411K +3,430 New
RBC
1124
Roble Belko & Company
Pennsylvania
$410K – – –
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$409K -$5.4K -45 -1%
43 44
45
46 47