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United Parcel Service
UPS

1,507 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, 642 increasing their positions, 539 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 62

119% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $873M

19% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 539

17% more capital invested

Capital invested by funds: $46.3B → $54B (+$7.7B)

6% more funds holding in top 10

Funds holding in top 10: 35 → 37 (+2)

5% more funds holding

Funds holding: 1,432 → 1,507 (+75)

0.6% more ownership

Funds ownership: 68.89% → 69.5% (+0.6%)

Holders
1,507
Holders Change
+75
Holders Change %
+5.24%
% of All Funds
32.61%
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
642
Reduced
539
Closed
62
Calls
$1.91B
Puts
$873M
Net Calls
+$1.04B
Net Calls Change
+$400M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$254M
2
Capital World Investors
Capital World Investors
California
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$200M
4
Boston Partners
Boston Partners
Massachusetts
+$168M
5
Ameriprise
Ameriprise
Minnesota
+$118M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$344M
2
Parnassus Investments
Parnassus Investments
California
-$159M
3
BlackRock
BlackRock
New York
-$113M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$103M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$88.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
576
Tompkins Financial
New York
$2.92M +$321K +3,031 +13%
AAM
577
Auxier Asset Management
Oregon
$2.91M -$15.2K -143 -0.5%
Mirae Asset Global Investments
578
Mirae Asset Global Investments
South Korea
$2.91M -$1.61M -15,182 -37%
BCM
579
Brookstone Capital Management
Illinois
$2.9M +$364K +3,431 +15%
HWA
580
Heritage Wealth Advisors
Virginia
$2.88M +$598K +5,638 +28%
ATFA
581
All Terrain Financial Advisors
Minnesota
$2.88M -$152K -1,430 -5%
GIM
582
Goelzer Investment Management
Indiana
$2.85M +$122K +1,146 +5%
SC
583
Sawyer & Company
Massachusetts
$2.84M +$268K +2,530 +11%
V
584
Veritable
Delaware
$2.81M +$27.7K +261 +1%
YMRC
585
Yorktown Management & Research Company
Virginia
$2.79M – – –
SPC
586
Sigma Planning Corp
Michigan
$2.78M +$333K +3,144 +14%
Rockefeller Capital Management
587
Rockefeller Capital Management
New York
$2.72M +$1.19M +11,204 +85%
GAM
588
Griffin Asset Management
New York
$2.7M +$1.59K +15 +0.1%
GC
589
Gratus Capital
Georgia
$2.68M -$530K -4,998 -17%
TAM
590
Tyers Asset Management
Texas
$2.67M +$285K +2,684 +13%
RCM
591
Riverhead Capital Management
Delaware
$2.66M +$395K +3,720 +19%
GLA
592
Good Life Advisors
Pennsylvania
$2.64M -$57.3K -540 -2%
BA
593
Bristlecone Advisors
Washington
$2.63M -$31.8K -300 -1%
TCM
594
Telos Capital Management
California
$2.62M +$111K +1,043 +5%
SPIA
595
Steward Partners Investment Advisory
New York
$2.6M +$148K +1,396 +6%
KOCAA
596
Knights of Columbus Asset Advisors
Connecticut
$2.6M +$249K +2,350 +11%
Nomura Holdings
597
Nomura Holdings
Japan
$2.6M -$5.23M -49,291 -68%
BAM
598
Boyar Asset Management
New York
$2.59M -$3.18K -30 -0.1%
HAG
599
HighPoint Advisor Group
Illinois
$2.56M -$55.6K -524 -2%
CC
600
Courier Capital
New York
$2.55M +$45.8K +432 +2%
22 23
24
25 26

UPS Hedge Fund Activity: Q1 2019 in Review

1,507 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2019, worth a combined $54B — up 17% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 62 closed out — a net gain of 91 holders — while 642 added to existing stakes and 539 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Loomis, Sayles & Company, cutting an estimated $344M.

  • 1,507 institutional investors held United Parcel Service (UPS) as of Q1 2019, up from 1,432 in Q4 2018.
  • Funds reported $54B of United Parcel Service stock for Q1 2019, up 17% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q1 2019 and 62 closed out, a net change of +91 holders.
  • The largest United Parcel Service buyer in Q1 2019 was Fidelity Investments, an estimated $254M added.
  • The largest United Parcel Service seller in Q1 2019 was Loomis, Sayles & Company, an estimated $344M sold.

Based on aggregated 13F filings for Q1 2019.