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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 %
IMOV
476
Investment Management of Virginia
Virginia
$4.35M +$1.86M +16,665 +75%
NSIM
477
North Star Investment Management
Illinois
$4.35M -$662K -5,925 -13%
CWM
478
Cornerstone Wealth Management
Missouri
$4.35M +$624K +1,288 +17%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$4.33M +$211K +1,886 +5%
IIC
480
Ironwood Investment Counsel
Arizona
$4.33M +$66.1K +592 +2%
BAAM
481
Baker Avenue Asset Management
California
$4.29M -$6.26K -56 -0.1%
SS
482
Simplicity Solutions
Minnesota
$4.29M +$1.72M +15,431 +67%
NRS
483
Neville Rodie & Shaw
New York
$4.26M -$413K -3,700 -9%
ACM
484
Argyle Capital Management
Pennsylvania
$4.23M – – –
VRS
485
Virginia Retirement Systems
Virginia
$4.22M -$3.68M -32,900 -47%
KIC
486
Keating Investment Counselors
Florida
$4.22M +$75.4K +675 +2%
NEI
487
Northwest & Ethical Investments
Ontario, Canada
$4.21M +$46.9K +420 +1%
VFA
488
Voya Financial Advisors
Connecticut
$4.19M +$540K +4,894 +15%
Nordea Investment Management
489
Nordea Investment Management
Sweden
$4.18M -$1.2M -10,755 -22%
SC
490
Sepio Capital
Utah
$4.16M +$1.1M +9,850 +36%
AFG
491
Albion Financial Group
Utah
$4.16M +$79.8K +714 +2%
NSAM
492
North Star Asset Management
Wisconsin
$4.15M -$1.46M -13,035 -26%
NA
493
Neuburgh Advisers
California
$4.13M +$464K +4,148 +13%
LSERS
494
Louisiana State Employees Retirement System
Louisiana
$4.1M +$22.3K +200 +0.5%
CCM
495
Cadence Capital Management
Massachusetts
$4.1M -$333K -2,981 -8%
Daiwa Securities Group
496
Daiwa Securities Group
Japan
$4.09M +$106K +949 +3%
BCCM
497
Bridge Creek Capital Management
Massachusetts
$4.09M -$10.1K -90 -0.2%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07M -$457K -4,092 -10%
AWM
499
AE Wealth Management
Kansas
$3.98M +$1.71M +15,285 +75%
AIS
500
Accurate Investment Solutions
Pennsylvania
$3.95M +$151K +1,350 +4%
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