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United Parcel Service
UPS

Overview Fund Activity

1,504 hedge funds and large institutions have $54B invested in United Parcel Service in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 641 increasing their positions, 539 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
+75
Holders Change %
+5.25%
% of All Funds
32.6%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
153
Increased
641
Reduced
539
Closed
62
Calls
$1.91B
Puts
$873M
Net Calls
+$1.04B
Net Calls Change
+$400M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$267M
2
Capital World Investors
Capital World Investors
California
+$246M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$211M
4
Boston Partners
Boston Partners
Massachusetts
+$177M
5
Ameriprise
Ameriprise
Minnesota
+$125M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$362M
2
Parnassus Investments
Parnassus Investments
California
-$168M
3
BlackRock
BlackRock
New York
-$119M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$103M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenview Trust
Kentucky
$11.4M +$986K +8,822 +9%
GW
277
GW & Wade
Massachusetts
$11.3M +$239K +2,135 +2%
ZAM
278
Zevin Asset Management
Massachusetts
$11.3M -$223K -2,000 -2%
GIA
279
Guyasuta Investment Advisors
Pennsylvania
$11.2M -$1.01M -9,050 -8%
SIC
280
Sigma Investment Counselors
Michigan
$11.2M – – –
PWLP
281
Prio Wealth Limited Partnership
Massachusetts
$11.2M +$7.93K +71 +0.1%
LIM
282
Lathrop Investment Management
Arkansas
$11.1M +$54.2K +485 +0.5%
MSA
283
Mason Street Advisors
Wisconsin
$11.1M +$143K +1,277 +1%
QAM
284
QCI Asset Management
New York
$11.1M -$4.78M -42,752 -30%
HIMC
285
Heritage Investors Management Corp
Maryland
$11.1M -$536K -4,793 -5%
ANI
286
American National Insurance
Texas
$11M – – –
SBIA
287
Sheaff Brock Investment Advisors
Indiana
$10.9M -$23.6K -211 -0.2%
11A
288
10-15 Associates
New York
$10.9M +$325K +2,908 +3%
ARTA
289
A.R.T. Advisors
New York
$10.8M +$10.8M +96,530 New
KA
290
KLCM Advisors
Wisconsin
$10.8M +$351K +3,138 +3%
ELC
291
Edgar Lomax Company
Virginia
$10.8M +$2.07M +18,500 +24%
LA
292
Lynch & Associates
Indiana
$10.7M -$2.79K -25 -0%
BOS
293
Bingham Osborn & Scarborough
California
$10.7M -$71.7K -642 -0.7%
BHWM
294
Bar Harbor Wealth Management
New Hampshire
$10.7M -$235K -2,103 -2%
GFPC
295
Global Financial Private Capital
Florida
$10.7M +$821K +7,347 +8%
CS
296
Candriam SCA
Luxembourg
$10.5M -$11.8M -105,797 -53%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$10.4M +$710K +6,355 +7%
MOACM
298
Mutual of America Capital Management
New York
$10.4M +$195K +1,744 +2%
MNBTD
299
Moody National Bank Trust Division
Texas
$10.3M -$27.4K -245 -0.3%
CWP
300
Capital Wealth Planning
Florida
$10.2M -$1.97M -17,651 -16%
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