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United Parcel Service
UPS

Overview Fund Activity

1,465 hedge funds and large institutions have $49.6B invested in United Parcel Service in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 638 increasing their positions, 563 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
-39
Holders Change %
-2.59%
% of All Funds
31.87%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.74%
New
87
Increased
638
Reduced
563
Closed
104
Calls
$1.58B
Puts
$922M
Net Calls
+$655M
Net Calls Change
-$383M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$368M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
3
Invesco
Invesco
Georgia
+$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
5
ClearBridge Investments
ClearBridge Investments
New York
+$107M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$527M
2
Capital World Investors
Capital World Investors
California
-$258M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$202M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
526
Holloway Wealth Management
Florida
$3.07M -$3.09M – –
CAM
527
Columbia Asset Management
Michigan
$3.07M +$313K +3,030 +11%
HCM
528
Howland Capital Management
Massachusetts
$3.05M -$1.1M -10,632 -26%
Daiwa Securities Group
529
Daiwa Securities Group
Japan
$3.04M -$740K -7,161 -20%
DZ Bank
530
DZ Bank
Germany
$3.04M +$238K +2,300 +8%
LWM
531
Lyons Wealth Management
Florida
$3.01M -$4.79M -46,441 -61%
FAAS
532
First Allied Advisory Services
California
$3M +$72K +697 +2%
EP
533
Edgestream Partners
New Jersey
$2.98M +$2.98M +28,823 New
ECM
534
EagleClaw Capital Management
Massachusetts
$2.97M +$87.7K +850 +3%
TF
535
Tompkins Financial
New York
$2.91M +$215K +2,084 +8%
III
536
Independent Investors Inc
New York
$2.91M – – –
SCM
537
Stevens Capital Management
Pennsylvania
$2.91M +$2.91M +28,160 New
CCM
538
Cadence Capital Management
Massachusetts
$2.89M -$898K -8,698 -24%
DIA
539
Dean Investment Associates
Ohio
$2.88M +$38.9K +377 +1%
BLAM
540
Bourne Lent Asset Management
New York
$2.87M – – –
V
541
Veritable
Delaware
$2.86M +$262K +2,535 +10%
IAA
542
Independent Advisor Alliance
North Carolina
$2.85M +$62.3K +644 +2%
BW
543
Bison Wealth
Georgia
$2.82M +$35.6K +345 +1%
PWS
544
Peloton Wealth Strategists
Indiana
$2.79M +$62.3K +603 +2%
PIMG
545
Patriot Investment Management Group
Tennessee
$2.78M +$1.76M +17,077 +174%
TCM
546
Telos Capital Management
California
$2.77M +$348K +3,375 +14%
SC
547
Schulhoff & Co
Ohio
$2.76M +$62.5K +605 +2%
CHC
548
City Holding Co
West Virginia
$2.75M -$70.8K -686 -3%
Susquehanna International Group
549
Susquehanna International Group
Pennsylvania
$2.75M -$3.15M -30,496 -53%
CANC
550
Culbertson A N & Co
Virginia
$2.74M -$21.6K -209 -0.8%
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