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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 %
WF
326
Welch & Forbes
Massachusetts
$8.61M +$237K +2,125 +3%
FNBOO
327
First National Bank of Omaha
Nebraska
$8.56M +$136K +1,221 +2%
HIMCH
328
Hartford Investment Management Co (HIMCO)
Connecticut
$8.49M -$430K -3,851 -5%
LWM
329
Lyons Wealth Management
Florida
$8.45M +$2.48M +22,200 +42%
MML Investors Services
330
MML Investors Services
Massachusetts
$8.36M +$1.18M +10,532 +16%
SFG
331
StrategIQ Financial Group
Indiana
$8.34M – – –
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$8.33M -$1.27M -11,362 -13%
CK
333
Cohen Klingenstein
New York
$8.32M +$7.13M +63,807 +599%
RIL
334
Rothschild Investment LLC
Illinois
$8.27M +$2.24K +20 +0%
NAM
335
Nissay Asset Management
Japan
$8.25M -$413K -3,692 -5%
JC
336
Jacobs & Co
California
$8.24M -$4.02K -36 -0%
VIP
337
Vantage Investment Partners
Missouri
$8.22M – – –
ATI
338
Act Two Investors
California
$8.22M +$1.54M +13,787 +23%
B
339
BP
United Kingdom
$8.16M – – –
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$8.15M -$291K -2,603 -3%
GI
341
Gradient Investments
Minnesota
$8.14M -$1.16M -10,403 -12%
CIM
342
Corbyn Investment Management
Maryland
$8.06M -$157K -1,409 -2%
CCM
343
Covington Capital Management
California
$8.05M +$975K +8,725 +14%
SAM
344
Securian Asset Management
Minnesota
$8.03M +$74.6K +668 +0.9%
Brown Advisory
345
Brown Advisory
Maryland
$8.02M -$1.31M -11,764 -14%
RWP
346
RWA Wealth Partners
Massachusetts
$7.95M +$49.6K +444 +0.6%
TRSOTSOK
347
Teachers Retirement System of the State of Kentucky
Kentucky
$7.94M -$503K -4,500 -6%
ERIM
348
Eagle Ridge Investment Management
Connecticut
$7.89M +$13.5K +121 +0.2%
HAI
349
Hennessy Advisors Inc
California
$7.81M +$2.87M +25,700 +58%
AIM
350
Achmea Investment Management
Netherlands
$7.79M +$7.23M +64,714 +1,291%
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