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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 %
NIC
651
Northwest Investment Counselors
Oregon
$2.06M +$152K +1,364 +8%
SCA
652
Stokes Capital Advisors
South Carolina
$2.06M +$270K +2,420 +15%
SFA
653
Sequoia Financial Advisors
Ohio
$2.05M +$505K +4,522 +33%
CIA
654
CSat Investment Advisory
Michigan
$2.04M +$268K +2,399 +15%
SLF
655
Sun Life Financial
Ontario, Canada
$2.03M -$74.8K -669 -4%
CCMINC
656
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.03M +$16.2K +145 +0.8%
HB
657
Homrich & Berg
Georgia
$2.02M +$131K +1,171 +7%
LHC
658
Little House Capital
Massachusetts
$2.01M +$231K +2,071 +13%
MPAM
659
Murphy Pohlad Asset Management
Minnesota
$2.01M -$162K -1,450 -7%
WI
660
WrapManager Inc
California
$2M +$567K +5,079 +39%
SW
661
SVB Wealth
Massachusetts
$1.99M -$78.2K -700 -4%
AMIM
662
Aull & Monroe Investment Management
Alabama
$1.99M -$151K -1,350 -7%
GG
663
Gofen & Glossberg
Illinois
$1.99M -$72.6K -650 -4%
BIM
664
Bridges Investment Management
Nebraska
$1.99M -$286K -2,558 -13%
BCM
665
BTR Capital Management
California
$1.99M +$154K +1,380 +8%
Teacher Retirement System of Texas
666
Teacher Retirement System of Texas
Texas
$1.97M -$828K -7,412 -30%
JG
667
Jefferies Group
New York
$1.97M +$1.93M +17,271 +4,758%
CPO
668
Cerity Partners OCIO
New York
$1.96M +$10.9K +98 +0.6%
MSAM
669
Moloney Securities Asset Management
Missouri
$1.95M -$250K -2,237 -11%
GHCM
670
Glen Harbor Capital Management
California
$1.95M +$218K +1,952 +13%
HT
671
Heritage Trust
Oklahoma
$1.94M +$266K +2,385 +16%
RC
672
Roundview Capital
New Jersey
$1.94M +$2.24K +20 +0.1%
KFA
673
Kays Financial Advisory
Georgia
$1.93M +$570K +5,106 +42%
FMTCOCP
674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.93M +$107K +960 +6%
PA
675
Pinnacle Associates
New York
$1.92M +$22.2K +199 +1%
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