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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 %
BCM
1301
BlueCrest Capital Management
Jersey
$218K -$169K -1,415 -44%
HAM
1302
Hammer Asset Management
California
$218K -$12.4K -104 -5%
SP
1303
Symmetry Partners
Connecticut
$217K -$50.5K -421 -19%
LSAG
1304
Lake Street Advisors Group
New Hampshire
$216K +$216K +1,924 New
AW
1305
Alpha Windward
Massachusetts
$214K – – –
DBIA
1306
Dumont & Blake Investment Advisors
New Jersey
$214K +$214K +1,782 New
SHWM
1307
Smith & Howard Wealth Management
Georgia
$214K +$214K +1,782 New
UC
1308
Unio Capital
New Jersey
$214K +$214K +1,785 New
FPFS
1309
First Personal Financial Services
North Carolina
$211K -$102K -850 -33%
WSCM
1310
Wellington Shields Capital Management
New York
$211K -$95.8K -800 -31%
BCA
1311
Bray Capital Advisors
Florida
$211K +$718 +6 +0.3%
RMDI
1312
R.M. Davis Inc
Maine
$211K +$211K +1,761 New
ATC
1313
Adirondack Trust Company
New York
$209K -$46.6K -389 -18%
FAM
1314
Fenimore Asset Management
New York
$209K +$209K +1,741 New
BFC
1315
Bedel Financial Consulting
Indiana
$207K – – –
MAM
1316
Meeder Asset Management
Ohio
$207K +$132K +1,103 +177%
AL
1317
Aspiriant LLC
California
$207K +$207K +1,722 New
AWM
1318
Aries Wealth Management
Maine
$206K +$206K +1,776 New
AIM
1319
Arcadia Investment Management
Michigan
$205K -$2.4K -20 -1%
PP
1320
Patten & Patten
Tennessee
$204K -$50.8K -425 -20%
CAG
1321
Crestwood Advisors Group
Massachusetts
$204K +$204K +1,700 New
GIM
1322
Goelzer Investment Management
Indiana
$203K -$181K -1,516 -47%
IFAM
1323
Institutional & Family Asset Management
Colorado
$203K +$9.12K +76 +5%
WANY
1324
Wealthspire Advisors (New York)
New York
$203K +$203K +1,694 New
RMCM
1325
Reynders McVeigh Capital Management
Massachusetts
$203K +$203K +1,694 New
51 52
53
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