UPS icon

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 %
VV
426
Verity & Verity
South Carolina
$5.21M +$621K +5,557 +14%
PFP
427
Pinnacle Financial Partners
Tennessee
$5.19M +$415K +3,711 +9%
FIM
428
Frontier Investment Management
Texas
$5.17M -$285K -2,553 -5%
MMA
429
Miracle Mile Advisors
California
$5.15M +$5.15M +46,090 New
TCM
430
Tufton Capital Management
Maryland
$5.13M +$240K +2,145 +5%
KCM
431
Kornitzer Capital Management
Kansas
$5.12M +$5.59K +50 +0.1%
LDB
432
Lee, Danner & Bass
Tennessee
$5.1M -$212K -1,900 -4%
EFIC
433
Eliot Finkel Investment Counsel
California
$5.08M +$130K +1,160 +3%
II
434
IFM Investors
Australia
$5.06M +$607K +5,433 +14%
VanEck Associates
435
VanEck Associates
New York
$5.06M -$93.3K -835 -2%
KFP
436
Keystone Financial Planning
Ohio
$4.97M +$117K +1,045 +2%
AI
437
Accredited Investors
Minnesota
$4.96M +$26.1K +234 +0.5%
SFWA
438
Summit Financial Wealth Advisors
Louisiana
$4.82M +$273K +2,389 +6%
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$4.82M +$21.5K +192 +0.4%
OC
440
Oppenheimer & Co
New York
$4.78M +$42K +376 +0.9%
EWA
441
Exencial Wealth Advisors
Oklahoma
$4.78M -$582K -5,208 -11%
PCM
442
Princeton Capital Management
New Jersey
$4.78M +$67.4K +603 +1%
Fisher Asset Management
443
Fisher Asset Management
Washington
$4.76M +$745K +6,668 +19%
SFS
444
Sowell Financial Services
Arkansas
$4.75M +$55.1K +493 +1%
BHA
445
Beech Hill Advisors
New York
$4.74M -$75.3K -674 -2%
AWM
446
Arbor Wealth Management
Florida
$4.73M -$34K -304 -0.7%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$4.72M +$577K +5,160 +14%
BC
448
Bartlett & Co
Ohio
$4.72M +$577K +5,160 +14%
SIM
449
Sentry Investment Management
Wisconsin
$4.68M -$413K -3,693 -8%
WAS
450
WESPAC Advisors SoCal
California
$4.65M +$24K +215 +0.5%
16 17
18
19 20