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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 %
IHL
551
Investment House LLC
California
$2.74M +$721K +6,980 +36%
NMIMC
552
Northwestern Mutual Investment Management Company
Wisconsin
$2.73M -$8.19M -79,302 -75%
SLA
553
Silver Lake Advisory
Utah
$2.72M -$3.41K -33 -0.1%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$2.72M +$13.4K +130 +0.5%
AAM
555
Auxier Asset Management
Oregon
$2.7M +$5.47K +53 +0.2%
SS
556
Simplicity Solutions
Minnesota
$2.69M -$1.28M -12,352 -32%
CC
557
Centiva Capital
New York
$2.68M +$2.68M +25,922 New
TAM
558
Tyers Asset Management
Texas
$2.67M +$195K +1,892 +8%
VCA
559
Verdence Capital Advisors
Maryland
$2.64M -$178K -1,719 -6%
GLA
560
Great Lakes Advisors
Illinois
$2.62M -$3.38M -32,681 -56%
SC
561
SouthState Corp
Florida
$2.62M -$296K -2,870 -10%
SPC
562
Sigma Planning Corp
Michigan
$2.61M +$34.3K +332 +1%
YMRC
563
Yorktown Management & Research Company
Virginia
$2.58M – – –
SC
564
Sawyer & Company
Massachusetts
$2.54M -$85.2K -825 -3%
HAG
565
HighPoint Advisor Group
Illinois
$2.54M -$69.4K -667 -3%
ERSOT
566
Employees Retirement System of Texas
Texas
$2.48M -$516K -5,000 -17%
BA
567
Bristlecone Advisors
Washington
$2.48M +$45.3K +439 +2%
NGA
568
Naples Global Advisors
Florida
$2.45M +$181K +1,750 +8%
Cerity Partners
569
Cerity Partners
New York
$2.44M -$405K -3,924 -14%
NRS
570
Neville Rodie & Shaw
New York
$2.42M -$1.52M -14,682 -39%
APC
571
Aspire Private Capital
North Carolina
$2.41M +$72.8K +705 +3%
BAM
572
Boyar Asset Management
New York
$2.4M +$2.58K +25 +0.1%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$2.4M -$669K -6,480 -22%
AC
574
Addenda Capital
Quebec, Canada
$2.37M -$735K -7,122 -24%
CC
575
Courier Capital
New York
$2.36M +$5.37K +52 +0.2%
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