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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 %
TCM
701
Teza Capital Management
Illinois
$1.6M +$999K +9,678 +167%
CT
702
Coastline Trust
Rhode Island
$1.6M +$55.8K +540 +4%
BWP
703
Bernardo Wealth Planning
Pennsylvania
$1.58M +$9.09K +88 +0.6%
EM
704
Excalibur Management
Massachusetts
$1.58M +$23.4K +227 +2%
FMW
705
Farr Miller & Washington
District of Columbia
$1.56M +$90.6K +877 +6%
BE
706
Bonness Enterprises
District of Columbia
$1.56M – – –
PWPCM
707
Perella Weinberg Partners Capital Management
New York
$1.55M -$209K -2,019 -12%
TCOT
708
Trust Company of Toledo
Ohio
$1.55M +$20K +194 +1%
CIS
709
Connors Investor Services
Pennsylvania
$1.54M – – –
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$1.54M +$29.3K +284 +2%
MCM
711
Mengis Capital Management
Oregon
$1.53M +$197K +1,904 +15%
SS
712
Sunbelt Securities
Texas
$1.53M +$233K +2,258 +18%
PAM
713
Panagora Asset Management
Massachusetts
$1.53M -$828K -8,013 -35%
CIA
714
CSat Investment Advisory
Michigan
$1.52M -$358K -3,467 -19%
KRSITF
715
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.5M +$73.2K +709 +5%
CIC
716
Carnegie Investment Counsel
Ohio
$1.5M -$15.4K -149 -1%
RB
717
Rodgers Brothers
Pennsylvania
$1.5M +$527K +5,100 +54%
MYLI
718
Meiji Yasuda Life Insurance
Japan
$1.5M +$118K +1,142 +9%
WA1
719
Wimmer Associates 1
California
$1.49M -$47.5K -460 -3%
WIC
720
Woodmont Investment Counsel
Tennessee
$1.49M +$143K +1,385 +11%
RA
721
RFG Advisory
Alabama
$1.48M +$49.1K +476 +3%
SGCA
722
Steel Grove Capital Advisors
Tennessee
$1.47M +$70.6K +684 +5%
BSW
723
Buckingham Strategic Wealth
Missouri
$1.47M +$327K +3,168 +29%
BDWM
724
Brewin Dolphin Wealth Management
Ireland
$1.46M -$82.1K -795 -5%
B
725
Barings
North Carolina
$1.46M -$2.02M -19,565 -58%
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