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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 %
KTM
576
Keeler Thomas Management
Utah
$2.35M +$733K +7,100 +45%
Rockefeller Capital Management
577
Rockefeller Capital Management
New York
$2.34M -$178K -1,724 -7%
BCFS
578
Butensky & Cohen Financial Security
Florida
$2.33M +$237K +2,295 +11%
CI
579
Cigna Investments
Connecticut
$2.33M -$65.7K -550 -3%
BIM
580
Bridges Investment Management
Nebraska
$2.33M +$488K +4,729 +27%
LWAC
581
Laurel Wealth Advisors (California)
California
$2.33M -$440K -4,256 -16%
SPIA
582
Steward Partners Investment Advisory
New York
$2.33M -$80.6K -781 -3%
VFA
583
Valeo Financial Advisors
Indiana
$2.32M -$35.4K -343 -2%
PRS
584
Pinkerton Retirement Specialists
Idaho
$2.3M +$45.9K +445 +2%
RWM
585
Rench Wealth Management
Texas
$2.29M +$82.1K +795 +4%
OAM
586
Oxford Asset Management
United Kingdom
$2.29M +$1.02M +9,908 +81%
Mirae Asset Global Investments
587
Mirae Asset Global Investments
South Korea
$2.29M -$400K -3,878 -15%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$2.29M -$1.55K -15 -0.1%
BIA
589
BMT Investment Advisors
Pennsylvania
$2.28M +$18K +174 +0.8%
BUB
590
BBVA USA Bancshares
Texas
$2.27M -$660K -6,394 -23%
MYAM
591
Meiji Yasuda Asset Management
Japan
$2.26M +$57.3K +555 +3%
GC
592
Gratus Capital
Georgia
$2.26M -$222K -2,147 -9%
WWM
593
Willingdon Wealth Management
North Carolina
$2.26M +$14.9K +144 +0.7%
RCM
594
Riverhead Capital Management
Delaware
$2.25M -$212K -2,050 -9%
MCP
595
Martin Capital Partners
Oregon
$2.24M +$2.24M +21,732 New
VAS
596
Vestmark Advisory Solutions
Massachusetts
$2.24M +$106K +1,030 +5%
AT
597
Arden Trust
Delaware
$2.22M +$50.5K +489 +2%
Loomis, Sayles & Company
598
Loomis, Sayles & Company
Massachusetts
$2.22M +$866K +8,383 +64%
SCM
599
Stellar Capital Management
Arizona
$2.21M – – –
THWM
600
Taylor Hoffman Wealth Management
Virginia
$2.21M – – –
22 23
24
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