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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 %
SM
1276
Salzhauer Michael
$239K – – –
PP
1277
Palladium Partners
Virginia
$238K -$58.4K -500 -20%
SICM
1278
Sustainable Insight Capital Management
New York
$238K -$12K -100 -5%
CIP
1279
Convergence Investment Partners
Florida
$238K +$238K +1,989 New
FCBT
1280
First Citizens Bank & Trust
North Carolina
$238K +$238K +1,989 New
ACS
1281
Archford Capital Strategies
Illinois
$237K – – –
NEAM
1282
New England Asset Management
Connecticut
$232K – – –
CPIG
1283
Chicago Partners Investment Group
Illinois
$232K +$9.34K +82 +4%
AC
1284
Alexandria Capital
Virginia
$230K -$41.3K -345 -15%
PL
1285
Plancorp LLC
Missouri
$230K +$230K +1,921 New
CA
1286
Calton & Associates
Florida
$229K -$15.5K -129 -6%
WWM
1287
Western Wealth Management
Colorado
$229K -$15.5K -128 -6%
CCFCSB
1288
Cape Cod Five Cents Savings Bank
Massachusetts
$229K -$5.75K -48 -2%
BIAS
1289
Beacon Investment Advisory Services
New Jersey
$229K +$229K +1,909 New
WIC
1290
Whitegate Investment Counselors
New Hampshire
$228K -$120K -1,000 -34%
TI
1291
Truehand Inc
New Hampshire
$228K – – –
SCA
1292
STALEY CAPITAL ADVISERS
Pennsylvania
$225K +$225K +1,880 New
GEA
1293
Glen Eagle Advisors
New Jersey
$222K -$120 -1 -0.1%
EHWM
1294
Eads & Heald Wealth Management
Georgia
$221K +$221K +1,842 New
IWA
1295
Intercontinental Wealth Advisors
Texas
$220K +$22.2K +185 +11%
B
1296
Brightworth
Georgia
$220K +$220K +1,837 New
SAM
1297
SignalPoint Asset Management
Missouri
$219K -$36.2K -302 -14%
AB
1298
Atlas Brown
Kentucky
$219K +$219K +1,827 New
DIA
1299
Dana Investment Advisors
Wisconsin
$219K +$219K +1,829 New
MSA
1300
Marino Stram & Associates
Massachusetts
$219K +$219K +1,830 New
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