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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 %
ATC
726
Argent Trust Co
Tennessee
$1.46M +$35.8K +347 +3%
AC
727
Addison Capital
Pennsylvania
$1.46M -$24.3K -235 -2%
SCM
728
Sterneck Capital Management
Missouri
$1.44M -$26.7K -259 -2%
Carson Wealth (CWM LLC)
729
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
TCM
730
Tradewinds Capital Management
Washington
$1.43M -$116K -1,119 -7%
CBB
731
Citizens Business Bank
California
$1.43M +$184K +1,783 +15%
UAS
732
United Asset Strategies
New York
$1.42M +$1.76K +17 +0.1%
IPW
733
Inlet Private Wealth
Florida
$1.42M +$270K +2,550 +24%
BP
734
Ballentine Partners
Massachusetts
$1.41M +$54.6K +529 +4%
GWM
735
Graybill Wealth Management
Illinois
$1.41M – – –
SBA
736
Secrest Blakey & Associates
North Carolina
$1.41M +$154K +1,495 +12%
EI
737
EDMP Inc
Florida
$1.41M -$96.4K -934 -6%
KFA
738
Kays Financial Advisory
Georgia
$1.4M -$384K -3,715 -21%
PA
739
Profund Advisors
Maryland
$1.39M +$34.9K +338 +3%
BCMO
740
Buckingham Capital Management (Ohio)
Ohio
$1.39M -$50.2K -486 -3%
TL
741
TrueWealth LLC
Georgia
$1.39M -$138K -1,338 -9%
SIC
742
Shoker Investment Counsel
Ohio
$1.38M +$40.1K +388 +3%
RCM
743
Radnor Capital Management
Pennsylvania
$1.38M +$18.1K +175 +1%
JWM
744
JGP Wealth Management
Oregon
$1.37M +$6.92K +67 +0.5%
BOH
745
Bank of Hawaii
Hawaii
$1.36M +$433K +4,197 +47%
CCM
746
Coe Capital Management
Illinois
$1.36M -$41.1K -398 -3%
CFB
747
Cullen/Frost Bankers
Texas
$1.36M +$367K +3,551 +37%
CB
748
Chemical Bank
Michigan
$1.35M +$3.61K +35 +0.3%
WJA
749
Williams Jones & Associates
New York
$1.34M -$3.8M -36,823 -74%
SSB
750
Sandy Spring Bank
Maryland
$1.33M -$31.5K -305 -2%
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