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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 %
RC
676
Roundview Capital
New Jersey
$1.72M -$72.3K -700 -4%
PAM
677
Premier Asset Management
Illinois
$1.72M -$2.58K -25 -0.2%
IBOK
678
Independence Bank of Kentucky
Kentucky
$1.72M +$96K +930 +6%
EF
679
Exeter Financial
Arizona
$1.71M – – –
FAM
680
Foothills Asset Management
Arizona
$1.71M -$36.4K -352 -2%
ST
681
Spinnaker Trust
Maine
$1.7M +$20.3K +197 +1%
LIA
682
LS Investment Advisors
Michigan
$1.7M +$9.5K +92 +0.6%
CS
683
Comerica Securities
Michigan
$1.69M +$191K +1,849 +13%
MHIM
684
MacNealy Hoover Investment Management
Ohio
$1.69M +$571K +5,526 +51%
FA
685
Fagan Associates
New York
$1.69M +$3.1K +30 +0.2%
MPIA
686
Mountain Pacific Investment Advisers
Idaho
$1.67M -$46.5K -450 -3%
ATPW
687
Ashton Thomas Private Wealth
Arizona
$1.67M +$232K +2,242 +16%
GIP
688
Granite Investment Partners
California
$1.67M -$26.5K -257 -2%
HIM
689
Harbour Investment Management
Washington
$1.66M -$107K -1,040 -6%
SSWM
690
Smith Salley Wealth Management
North Carolina
$1.66M -$47.2K -457 -3%
MA
691
Montag & Associates
Georgia
$1.64M -$521K -5,043 -24%
ACM
692
AlphaCrest Capital Management
New York
$1.64M +$1.24M +12,028 +317%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M -$10.6K -103 -0.6%
NERM
694
New England Research & Management
Illinois
$1.63M +$232K +2,251 +17%
MCG
695
MACRO Consulting Group
New Jersey
$1.62M +$271K +2,626 +20%
Verition Fund Management
696
Verition Fund Management
Connecticut
$1.62M -$6.64M -64,329 -80%
FNT
697
First National Trust
Pennsylvania
$1.62M -$103K -996 -6%
LBC
698
Lowe Brockenbrough & Co
Virginia
$1.62M +$161K +1,558 +11%
FBT
699
First Bank & Trust
South Dakota
$1.61M +$66.5K +644 +4%
PSUF
700
People's United Financial
Connecticut
$1.61M -$399K -3,867 -20%
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