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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 %
IC
601
Intersect Capital
California
$2.19M +$133K +1,287 +6%
FBT
602
First Bankers Trust
Kentucky
$2.19M +$1.62M +15,667 +281%
CG
603
Colony Group
Massachusetts
$2.18M +$1.53M +14,863 +238%
MCM
604
Monument Capital Management
Virginia
$2.17M +$2.17M +21,033 New
SLI
605
Sumitomo Life Insurance
Japan
$2.15M +$86.9K +841 +4%
BDS
606
Banco de Sabadell
Florida
$2.15M +$1.16M +11,265 +118%
RIM
607
Redpoint Investment Management
Australia
$2.15M -$754K -7,303 -26%
VWM
608
Valley Wealth Managers
New Jersey
$2.12M +$670K +6,488 +46%
AMI
609
Amica Mutual Insurance
Rhode Island
$2.11M -$234K -2,264 -10%
MCIA
610
Mountain Capital Investment Advisors
Colorado
$2.11M +$2.11M +18,209 New
GLA
611
Good Life Advisors
Pennsylvania
$2.09M -$339K -3,289 -14%
LAIC
612
Lederer & Associates Investment Counsel
California
$2.09M -$21.7K -210 -1%
NHC
613
Nicholas Hoffman & Company
Georgia
$2.08M +$20.8K +201 +1%
AS
614
Altshuler Shaham
Israel
$2.08M -$702K -5,537 -25%
ECM
615
Everence Capital Management
Indiana
$2.07M – – –
FA
616
Fortis Advisors
Pennsylvania
$2.07M +$723 +7 +0%
HB
617
Homrich & Berg
Georgia
$2.07M +$208K +2,018 +11%
GIA
618
Granite Investment Advisors
New Hampshire
$2.06M -$76.1K -737 -4%
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$2.04M +$8.16K +79 +0.4%
TA
620
Townsend & Associates
Colorado
$2.04M +$9.5K +92 +0.5%
PMG
621
ProVise Management Group
Florida
$2.03M -$60.9K -590 -3%
MHC
622
Meyer Handelman Company
New York
$2.02M – – –
ACM
623
Alta Capital Management
Utah
$2.01M +$47.7K +462 +2%
KA
624
Kintegral Advisory
New York
$2.01M – – –
NIC
625
Northwest Investment Counselors
Oregon
$2M +$96.9K +938 +5%
23 24
25
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