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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 %
PAM
601
Panagora Asset Management
Massachusetts
$2.55M +$649K +5,809 +34%
AMI
602
Amica Mutual Insurance
Rhode Island
$2.54M – – –
APC
603
Aspire Private Capital
North Carolina
$2.52M +$52.2K +467 +2%
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$2.48M +$41.7K +373 +2%
NGA
605
Naples Global Advisors
Florida
$2.46M +$58.1K +520 +2%
BIA
606
BMT Investment Advisors
Pennsylvania
$2.44M +$81.9K +733 +3%
PRS
607
Pinkerton Retirement Specialists
Idaho
$2.44M +$205K +1,830 +9%
WWM
608
Willingdon Wealth Management
North Carolina
$2.43M -$782K -6,998 -24%
AI
609
Atria Investments
North Carolina
$2.41M +$33.5K +300 +1%
RWM
610
Rench Wealth Management
Texas
$2.39M +$143K +1,278 +6%
THWM
611
Taylor Hoffman Wealth Management
Virginia
$2.39M – – –
MYAM
612
Meiji Yasuda Asset Management
Japan
$2.38M +$168K +1,508 +8%
TAM
613
Tiverton Asset Management
Delaware
$2.38M -$388K -3,470 -14%
OWD
614
Osborn Williams & Donohoe
Ohio
$2.38M +$1.07M +9,420 +82%
PS
615
Pensionfund Sabic
Netherlands
$2.37M -$335K -3,000 -12%
DWA
616
Douglass Winthrop Advisors
New York
$2.37M -$45.5K -407 -2%
MC
617
Moors & Cabot
Massachusetts
$2.35M -$1.24M -11,125 -35%
AT
618
Arden Trust
Delaware
$2.35M -$11.6K -104 -0.5%
AS
619
Altshuler Shaham
Israel
$2.34M -$2.13M -19,994 -48%
MA
620
Montag & Associates
Georgia
$2.34M -$26.5K -237 -1%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$2.31M +$2.31M +20,642 New
GIA
622
Granite Investment Advisors
New Hampshire
$2.31M -$355K -3,175 -13%
LAIC
623
Lederer & Associates Investment Counsel
California
$2.29M +$39.1K +350 +2%
BHB
624
Bank Hapoalim BM
Israel
$2.28M -$32.3K -289 -1%
BCFS
625
Butensky & Cohen Financial Security
Florida
$2.27M +$294K +2,635 +15%
23 24
25
26 27