UPS icon

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 %
HCM
1151
Highlander Capital Management
New Jersey
$374K – – –
IA
1152
Icon Advisers
Colorado
$371K – – –
FHA
1153
First Horizon Advisors
Tennessee
$370K -$59.3K -497 -14%
SAM
1154
Summit Asset Management
Tennessee
$370K – – –
1IA
1155
1834 Investment Advisors
Wisconsin
$370K +$22.8K +190 +7%
LWCFA
1156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$369K +$15.1K +126 +4%
LNB
1157
Ledyard National Bank
$368K -$72.5K -605 -16%
CBFP
1158
Cedar Brook Financial Partners
Ohio
$368K +$359 +3 +0.1%
HR
1159
Hayden Royal
North Carolina
$367K -$99.3K -830 -21%
PI
1160
Pettee Investors
Connecticut
$365K +$59.8K +500 +20%
CC
1161
Chicago Capital
Illinois
$363K – – –
EGA
1162
E&G Advisors
Texas
$359K – – –
MJRIC
1163
Mogy Joel R Investment Counsel
California
$359K – – –
ESB
1164
Essex Savings Bank
Connecticut
$358K -$200K -1,670 -36%
CA
1165
Claro Advisors
Massachusetts
$358K +$29.6K +247 +9%
EW
1166
Evoke Wealth
California
$356K +$356K +2,968 New
CFS
1167
Cannon Financial Strategists
Georgia
$356K +$12.5K +104 +4%
CF
1168
Corrigan Financial
Rhode Island
$354K – – –
EWA
1169
Exencial Wealth Advisors
Oklahoma
$354K -$4.57M -38,193 -93%
AWA
1170
Arete Wealth Advisors
Illinois
$352K +$36.8K +310 +12%
BWM
1171
Baystate Wealth Management
Massachusetts
$350K -$81.4K -680 -19%
CPA
1172
Capital Planning Advisors
California
$349K -$164K -1,370 -32%
Koshinski Asset Management
1173
Koshinski Asset Management
Illinois
$349K +$98.3K +820 +39%
WP
1174
WMS Partners
Maryland
$348K -$103K -860 -23%
CT
1175
Cambridge Trust
Massachusetts
$348K +$40.1K +334 +13%
45 46
47
48 49