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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 %
JSL
1176
JT Stratford LLC
Georgia
$348K +$62.7K +523 +22%
BJL
1177
Brighton Jones LLC
Washington
$346K – – –
SCA
1178
Stuart Chaussee & Associates
California
$345K – – –
TCPWM
1179
Traverso Chambers Private Wealth Management
California
$345K +$27.4K +229 +9%
CCM
1180
Cribstone Capital Management
Maine
$344K +$22.8K +190 +7%
FMTC
1181
Farmers & Merchants Trust Company
California
$339K +$12.6K +105 +4%
SWM
1182
Segment Wealth Management
Texas
$338K +$120 +1 +0%
QCM
1183
Quantinno Capital Management
New York
$338K +$338K +2,820 New
CB
1184
CNB Bank
Pennsylvania
$337K -$56.4K -471 -14%
FMLI
1185
Fukoku Mutual Life Insurance
Japan
$335K – – –
WPW
1186
Waldron Private Wealth
Pennsylvania
$326K -$489K -4,093 -60%
CAW
1187
Cornerstone Advisors (Washington)
Washington
$325K +$47K +392 +17%
KLWA
1188
Kelly Lawrence W & Associates
California
$324K – – –
RFN
1189
RDA Financial Network
Iowa
$324K +$3.01K +25 +0.9%
EFS
1190
Essex Financial Services
Connecticut
$321K -$16.8K -140 -5%
BCP
1191
Berkeley Capital Partners
Georgia
$320K -$294K -2,454 -48%
UBG
1192
United Bank (Georgia)
Georgia
$320K -$50.8K -424 -14%
AFP
1193
Ausdal Financial Partners
Iowa
$320K +$1.32K +11 +0.4%
DDC
1194
DF Dent & Co
Maryland
$319K -$5.98K -50 -2%
FHA
1195
Flagship Harbor Advisors
Massachusetts
$319K +$33.9K +283 +12%
CL
1196
Choreo LLC
Illinois
$315K -$27.3K -228 -8%
BRWM
1197
B. Riley Wealth Management
Tennessee
$315K -$2.88K -24 -0.9%
TFA
1198
Toth Financial Advisory
Virginia
$315K +$258K +2,151 +451%
TBA
1199
Tower Bridge Advisors
Pennsylvania
$314K – – –
NIM
1200
Nexus Investment Management
Ontario, Canada
$312K -$468K -3,900 -60%
46 47
48
49 50