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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
$2.23B
2
Bank of America
Bank of America
North Carolina
$2.21B
3
Boston Partners
Boston Partners
Massachusetts
$644M
4
ClearBridge Investments
ClearBridge Investments
New York
$1.46B
5
BlackRock
BlackRock
New York
$5.32B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.41B
3
Franklin Resources
Franklin Resources
California
$803M
4
VVP
Vulcan Value Partners
Alabama
$341M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1476
NVWM LLC
Pennsylvania
$2K – – –
LWM
1477
Lenox Wealth Management
Ohio
$2K +$2K +23 New
FCH
1478
Freestone Capital Holdings
Washington
$1.32K +$174 +1,451 +15%
CAGAS
1479
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
SIAS
1480
Shine Investment Advisory Services
Colorado
$1K – – –
CIR
1481
Clear Investment Research
Georgia
$1K – – –
RTC
1482
Riverview Trust Company
Washington
$1K – – –
Fidelity International
1483
Fidelity International
Bermuda
$1K +$1K +8 New
BRC
1484
Bell Rock Capital
Delaware
$1K +$1K +9 New
KFS
1485
Kelly Financial Services
Massachusetts
$809 – – –
Millennium Management
1486
Millennium Management
New York
– -$46.5M -450,013 Closed
WIC
1487
Willis Investment Counsel
Georgia
– -$25.3M -245,444 Closed
CBOA
1488
Commonwealth Bank of Australia
Australia
– -$12M -116,151 Closed
BA
1489
Bridgewater Associates
Connecticut
– -$8.33M -80,700 Closed
ACM
1490
Advent Capital Management
New York
– -$5.68M -55,000 Closed
TAM
1491
Tiverton Asset Management
Delaware
– -$4.76M -46,116 Closed
CGM
1492
Centenus Global Management
New York
– -$4.65M -45,000 Closed
D.E. Shaw & Co
1493
D.E. Shaw & Co
New York
– -$4.25M -41,154 Closed
PCM
1494
Palouse Capital Management
Washington
– -$4.05M -39,189 Closed
Capital Fund Management (CFM)
1495
Capital Fund Management (CFM)
France
– -$3.98M -38,496 Closed
AF
1496
Ally Financial
Michigan
– -$3.72M -36,000 Closed
UIC
1497
Uniplan Investment Counsel
Wisconsin
– -$3.71M -35,939 Closed
EP
1498
Edgestream Partners
New Jersey
– -$2.98M -28,823 Closed
SLA
1499
Silver Lake Advisory
Utah
– -$2.72M -26,330 Closed
BDS
1500
Banco de Sabadell
Florida
– -$2.15M -20,835 Closed
58 59
60
61 62