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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 %
Canada Pension Plan Investment Board
626
Canada Pension Plan Investment Board
Ontario, Canada
$1.99M -$1.6M -15,520 -45%
IMOV
627
Investment Management of Virginia
Virginia
$1.99M -$2.04M -19,710 -51%
SCA
628
Stokes Capital Advisors
South Carolina
$1.98M +$84.2K +815 +4%
TCOV
629
Trust Company of Vermont
Vermont
$1.98M +$246K +2,384 +14%
PAMG
630
Patton Albertson Miller Group
Tennessee
$1.98M +$1.98M +17,093 New
AWM
631
Avitas Wealth Management
California
$1.97M -$25.3K -245 -1%
PCTC
632
Perkins Coie Trust Company
Washington
$1.97M -$30.1K -291 -2%
BHWA
633
Beacon Harbor Wealth Advisors
Virginia
$1.97M +$1.97M +19,070 New
NA
634
NewEdge Advisors
Louisiana
$1.97M -$25.1K -243 -1%
OIA
635
Optimum Investment Advisors
Illinois
$1.94M – – –
GHCM
636
Glen Harbor Capital Management
California
$1.94M +$142K +1,376 +8%
ONB
637
Old National Bancorp
Indiana
$1.94M -$57.5K -557 -3%
SFA
638
Sequoia Financial Advisors
Ohio
$1.93M +$32.1K +311 +2%
MIM
639
Miller Investment Management
Pennsylvania
$1.92M – – –
ZB
640
Zions Bancorporation
Utah
$1.91M +$254K +2,460 +15%
NC
641
NewSquare Capital
Pennsylvania
$1.91M +$151K +1,464 +9%
CNBT
642
Canandaigua National Bank & Trust
New York
$1.9M +$541K +5,236 +40%
PFA
643
Pure Financial Advisors
California
$1.89M +$1.89M +18,322 New
WT
644
Washington Trust
Rhode Island
$1.89M -$5.6M -54,264 -75%
MSAM
645
Moloney Securities Asset Management
Missouri
$1.88M +$82.6K +800 +5%
FNB
646
Farmers National Bank
Kentucky
$1.88M +$111K +1,076 +6%
CCMINC
647
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.88M +$3.2K +31 +0.2%
AW
648
ACG Wealth
Georgia
$1.87M +$1.09M +10,515 +139%
WI
649
WrapManager Inc
California
$1.85M -$5.68K -55 -0.3%
MAM
650
Morse Asset Management
Connecticut
$1.84M +$103K +1,000 +6%
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