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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 %
SFSIG
1126
San Francisco Sentry Investment Group
California
$407K -$15.2K -127 -4%
AIA
1127
AIMZ Investment Advisors
California
$407K -$5.99K -50 -1%
CYG
1128
Clean Yield Group
Vermont
$407K +$47.9K +400 +13%
AssetMark Inc
1129
AssetMark Inc
California
$405K +$41.8K +349 +12%
EGM
1130
Engineers Gate Manager
New York
$405K +$405K +3,380 New
PWPS
1131
Pinnacle Wealth Planning Services
Ohio
$400K +$95K +795 +31%
LB
1132
Landmark Bank
Missouri
$399K -$8.85K -74 -2%
1WA
1133
180 Wealth Advisors
Washington
$398K +$398K +3,434 New
SIA
1134
Strategic Investment Advisors
Michigan
$396K +$30.4K +254 +8%
EB
1135
Eastern Bank
Massachusetts
$395K -$5.75K -48 -1%
CWM
1136
Cabot Wealth Management
Massachusetts
$395K – – –
DI
1137
Diligent Investors
California
$395K – – –
WAM
1138
Weatherly Asset Management
California
$394K -$40.7K -340 -9%
MIG
1139
McGuire Investment Group
Rhode Island
$390K – – –
LA
1140
LVW Advisors
New York
$388K +$74.4K +621 +24%
SC
1141
Savant Capital
Illinois
$387K -$3.24K -27 -0.8%
RIA
1142
Regal Investment Advisors
Michigan
$385K -$98K -818 -20%
GC
1143
Grace Capital
Massachusetts
$384K -$120K -1,000 -24%
BBA
1144
Braun-Bostich & Associates
Pennsylvania
$384K +$55.6K +464 +17%
SFG
1145
SNS Financial Group
Minnesota
$383K -$29.9K -250 -7%
RCA
1146
Ranch Capital Advisors
Florida
$382K +$382K +3,188 New
RCAG
1147
Rehmann Capital Advisory Group
Michigan
$380K -$32.5K -271 -8%
SG
1148
StoneX Group
New York
$379K +$128K +1,070 +51%
SP
1149
Successful Portfolios
Florida
$376K -$240 -2 -0.1%
VAM
1150
Verity Asset Management
North Carolina
$374K -$22.7K -190 -6%
44 45
46
47 48