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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 %
AAM
576
Auxier Asset Management
Oregon
$2.91M -$16K -143 -0.5%
Mirae Asset Global Investments
577
Mirae Asset Global Investments
South Korea
$2.91M -$1.7M -15,182 -37%
BCM
578
Brookstone Capital Management
Illinois
$2.9M +$383K +3,431 +15%
HWA
579
Heritage Wealth Advisors
Virginia
$2.88M +$630K +5,638 +28%
ATFA
580
All Terrain Financial Advisors
Minnesota
$2.88M -$160K -1,430 -5%
GIM
581
Goelzer Investment Management
Indiana
$2.85M +$128K +1,146 +5%
SC
582
Sawyer & Company
Massachusetts
$2.84M +$283K +2,530 +11%
V
583
Veritable
Delaware
$2.81M +$29.2K +261 +1%
YMRC
584
Yorktown Management & Research Company
Virginia
$2.79M – – –
SPC
585
Sigma Planning Corp
Michigan
$2.78M +$351K +3,144 +14%
Rockefeller Capital Management
586
Rockefeller Capital Management
New York
$2.72M +$1.25M +11,204 +85%
GAM
587
Griffin Asset Management
New York
$2.7M +$1.68K +15 +0.1%
GC
588
Gratus Capital
Georgia
$2.68M -$559K -4,998 -17%
TAM
589
Tyers Asset Management
Texas
$2.68M +$300K +2,684 +13%
RCM
590
Riverhead Capital Management
Delaware
$2.66M +$416K +3,720 +19%
GLA
591
Good Life Advisors
Pennsylvania
$2.64M -$60.4K -540 -2%
BA
592
Bristlecone Advisors
Washington
$2.63M -$33.5K -300 -1%
TCM
593
Telos Capital Management
California
$2.62M +$117K +1,043 +5%
SPIA
594
Steward Partners Investment Advisory
New York
$2.6M +$156K +1,396 +6%
KOCAA
595
Knights of Columbus Asset Advisors
Connecticut
$2.6M +$263K +2,350 +11%
Nomura Holdings
596
Nomura Holdings
Japan
$2.6M -$5.61M -49,291 -68%
BAM
597
Boyar Asset Management
New York
$2.59M -$3.35K -30 -0.1%
HAG
598
HighPoint Advisor Group
Illinois
$2.56M -$53.5K -524 -2%
CC
599
Courier Capital
New York
$2.55M +$48.3K +432 +2%
VFA
600
Valeo Financial Advisors
Indiana
$2.55M +$111K +994 +5%
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