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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 %
EAM
1251
Erste Asset Management
Austria
$262K – – –
BFA
1252
Benedict Financial Advisors
Georgia
$259K +$4.2K +35 +2%
TMAM
1253
Tokio Marine Asset Management
Japan
$258K +$258K +2,154 New
BFS
1254
Bradley Foster & Sargent
Connecticut
$255K +$18K +150 +8%
FSA
1255
Franklin Street Advisors
North Carolina
$254K – – –
ST
1256
Smithfield Trust
Pennsylvania
$254K – – –
SCM
1257
Stevens Capital Management
Pennsylvania
$253K -$3.12M -26,050 -93%
BHWM
1258
Bay Harbor Wealth Management
Maryland
$253K -$43.5K -376 -15%
AAF
1259
Andra AP-fonden
Sweden
$252K +$252K +2,100 New
FFS
1260
Founders Financial Securities
Maryland
$252K +$252K +2,101 New
GHA
1261
GW Henssler & Associates
Georgia
$250K -$96.7K -808 -28%
PB
1262
Pinnacle Bancorp
Nebraska
$250K -$15.9K -133 -6%
BFM
1263
Boston Financial Management
Massachusetts
$250K -$3.12K -26 -1%
HCA
1264
Horan Capital Advisors
Ohio
$250K – – –
CBTWT
1265
Community Bank & Trust (Waco, Texas)
Texas
$247K -$41.4K -345 -14%
VCP
1266
Vista Capital Partners
Oregon
$247K +$120 +1 +0%
FFG
1267
Frisch Financial Group
New York
$246K -$73.5K -614 -23%
CC
1268
Cornerstone Capital
California
$246K -$8.97K -75 -4%
WCA
1269
Westover Capital Advisors
Delaware
$246K – – –
LJAC
1270
L.J. Altfest & Co
New York
$245K -$5.03K -42 -2%
GLI
1271
Guardian Life Insurance
New York
$245K +$3.12K +26 +1%
PIM
1272
Profit Investment Management
Maryland
$243K – – –
RIM
1273
Regent Investment Management
Kentucky
$243K – – –
HCA
1274
Harbour Capital Advisors
Virginia
$242K -$26.1K -218 -10%
OC
1275
Oakworth Capital
Alabama
$241K -$60K -500 -20%
49 50
51
52 53