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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 %
LDFR
526
Lehman & Derafelo Financial Resources
Pennsylvania
$3.47M -$33.4K -299 -1%
SC
527
Skylands Capital
Wisconsin
$3.45M -$237K -2,125 -6%
RP
528
Rowlandmiller & Partners
Georgia
$3.42M +$170K +1,521 +5%
DIP
529
DT Investment Partners
Pennsylvania
$3.42M +$3.42M +30,576 New
GP
530
Girard Partners
Pennsylvania
$3.41M +$446K +3,992 +15%
FCM
531
Flinton Capital Management
Pennsylvania
$3.4M +$382K +3,416 +13%
KRS
532
Kentucky Retirement Systems
Kentucky
$3.4M +$21.1K +189 +0.6%
WC
533
Woodstock Corp
Massachusetts
$3.37M -$217K -1,945 -6%
SIA
534
SeaBridge Investment Advisors
New Jersey
$3.37M -$32.3K -289 -0.9%
AC
535
Addenda Capital
Quebec, Canada
$3.36M +$140K +1,255 +4%
AF
536
Ally Financial
Michigan
$3.35M – – –
AWP
537
Ascent Wealth Partners
New York
$3.32M +$186K +1,664 +6%
Luther King Capital Management (LKCM)
538
Luther King Capital Management (LKCM)
Texas
$3.32M -$1.25M -11,150 -27%
CIP
539
Cornerstone Investment Partners
Georgia
$3.29M +$158K +1,413 +5%
MC
540
Miramar Capital
Illinois
$3.27M -$10.2K -91 -0.3%
IAM
541
Impala Asset Management
Florida
$3.26M -$18.4M -164,812 -85%
ERSOT
542
Employees Retirement System of Texas
Texas
$3.24M -$5.03M -45,000 -61%
IAA
543
Independent Advisor Alliance
North Carolina
$3.22M +$230K +2,060 +8%
BUB
544
BBVA USA Bancshares
Texas
$3.17M -$1.64M -14,684 -34%
FAAS
545
First Allied Advisory Services
California
$3.17M +$446K +3,992 +16%
SC
546
SouthState Corp
Florida
$3.15M -$241K -2,157 -7%
III
547
Independent Investors Inc
New York
$3.15M -$83.8K -750 -3%
RIM
548
Redpoint Investment Management
Australia
$3.14M -$108K -970 -3%
ECM
549
EagleClaw Capital Management
Massachusetts
$3.12M -$16.8K -150 -0.5%
BLAM
550
Bourne Lent Asset Management
New York
$3.1M – – –
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