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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 %
GG
651
Gofen & Glossberg
Illinois
$1.84M – – –
BCM
652
BTR Capital Management
California
$1.84M +$2.58K +25 +0.1%
PFS
653
Prospera Financial Services
Texas
$1.84M +$228K +2,214 +14%
OWD
654
Osborn Williams & Donohoe
Ohio
$1.83M -$337K -3,266 -16%
AMIM
655
Aull & Monroe Investment Management
Alabama
$1.82M -$25.8K -250 -1%
PI
656
PFS Investments
Georgia
$1.81M +$1.06M +10,346 +141%
DWA
657
Douglass Winthrop Advisors
New York
$1.81M -$381K -3,693 -17%
PA
658
Pinnacle Associates
New York
$1.8M +$28.5K +276 +2%
SAM
659
Silvercrest Asset Management
New York
$1.8M -$202K -1,952 -10%
PAM
660
Palisade Asset Management
Minnesota
$1.8M +$106K +1,023 +6%
OFG
661
OmniStar Financial Group
North Carolina
$1.8M +$184K +1,784 +11%
CPO
662
Cerity Partners OCIO
New York
$1.79M -$19.1K -185 -1%
PFS
663
Physicians Financial Services
North Carolina
$1.79M +$41.3K +400 +2%
MIAN
664
Mariner Independent Advisor Network
Kansas
$1.78M -$98K -954 -5%
FMTCOCP
665
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.78M – – –
AFS
666
Access Financial Services
Minnesota
$1.78M +$133K +1,291 +8%
SL
667
Summitry LLC
California
$1.77M +$150K +1,457 +9%
SFA
668
Semmax Financial Advisors
North Carolina
$1.77M +$793K +7,682 +81%
HT
669
Heritage Trust
Oklahoma
$1.77M -$31K -300 -2%
CB
670
Community Bank
New York
$1.76M +$90.2K +873 +5%
BHB
671
Bank Hapoalim BM
Israel
$1.75M -$358K -3,466 -17%
HI
672
Harrington Investments
California
$1.75M -$1.96K -19 -0.1%
SP
673
SWS Partners
Ohio
$1.74M +$1.74M +16,881 New
MPAM
674
Murphy Pohlad Asset Management
Minnesota
$1.73M -$126K -1,225 -7%
BOTW
675
Bank of the West
California
$1.72M +$1.96K +19 +0.1%
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