UPS icon

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 %
PFS
701
Prospera Financial Services
Texas
$1.78M +$423K +3,710 +31%
AUB
702
Atlantic Union Bankshares
Virginia
$1.78M -$74.4K -666 -4%
AFS
703
Access Financial Services
Minnesota
$1.78M +$244K +2,180 +16%
LWANC
704
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.77M -$18.9K -169 -1%
SL
705
Summitry LLC
California
$1.76M +$188K +1,686 +12%
KTM
706
Keeler Thomas Management
Utah
$1.75M +$453K +4,051 +35%
IBOK
707
Independence Bank of Kentucky
Kentucky
$1.75M -$16.8K -150 -0.9%
OFG
708
OmniStar Financial Group
North Carolina
$1.74M -$774K -6,928 -31%
SGAM
709
Steinberg Global Asset Management
Florida
$1.74M -$3.69K -33 -0.2%
CAM
710
Cresset Asset Management
Illinois
$1.73M +$768K +6,877 +80%
BWP
711
Bernardo Wealth Planning
Pennsylvania
$1.7M -$112 -1 -0%
Wealthfront Advisers
712
Wealthfront Advisers
California
$1.69M +$466K +4,171 +38%
EM
713
Excalibur Management
Massachusetts
$1.69M -$19.6K -175 -1%
BE
714
Bonness Enterprises
District of Columbia
$1.68M – – –
TCM
715
Tradewinds Capital Management
Washington
$1.67M -$106K -949 -6%
FBT
716
First Bank & Trust
South Dakota
$1.67M +$333K +2,983 +25%
BDWM
717
Brewin Dolphin Wealth Management
Ireland
$1.67M -$162K -1,450 -9%
CT
718
Coastline Trust
Rhode Island
$1.67M +$7.27K +65 +0.4%
WA1
719
Wimmer Associates 1
California
$1.66M -$8.38K -75 -0.5%
CIS
720
Connors Investor Services
Pennsylvania
$1.66M – – –
CTC
721
Central Trust Company
Missouri
$1.66M -$112K -1,004 -6%
TCOT
722
Trust Company of Toledo
Ohio
$1.65M -$84.5K -756 -5%
TL
723
TrueWealth LLC
Georgia
$1.65M – – –
CIC
724
Carnegie Investment Counsel
Ohio
$1.64M -$271K -2,423 -14%
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$1.63M +$127K +1,135 +8%
27 28
29
30 31