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 %
GJIC
776
Gamble Jones Investment Counsel
California
$1.42M -$78.5K -702 -5%
SS
777
Sunbelt Securities
Texas
$1.4M +$784K +7,020 +127%
AIP
778
Ameritas Investment Partners
Nebraska
$1.39M – – –
SA
779
Strategic Advisors
New York
$1.38M +$5.25K +47 +0.4%
AF
780
Arrow Financial
New York
$1.38M -$5.59K -50 -0.4%
GWM
781
Geneos Wealth Management
Colorado
$1.37M +$4.58K +41 +0.3%
AF
782
AMG Funds
Connecticut
$1.37M +$88K +787 +7%
GC
783
Guardian Capital
Ontario, Canada
$1.37M +$17.8K +159 +1%
OAM
784
Oxford Asset Management
United Kingdom
$1.37M +$1.37M +12,265 New
PGIM
785
Pacific Global Investment Management
California
$1.36M -$52.1K -466 -4%
SBA
786
Secrest Blakey & Associates
North Carolina
$1.36M -$279K -2,496 -17%
FI
787
FormulaFolio Investments
Michigan
$1.35M -$1.52M -13,589 -53%
TA
788
Tiedemann Advisors
New York
$1.35M +$14.1K +126 +1%
CBB
789
Citizens Business Bank
California
$1.34M -$9.16K -82 -0.7%
IRF
790
IBM Retirement Fund
New York
$1.33M +$12.1K +108 +0.9%
RHDIC
791
R.H. Dinel Investment Counsel
California
$1.32M – – –
Qube Research & Technologies (QRT)
792
Qube Research & Technologies (QRT)
United Kingdom
$1.32M +$99.9K +894 +8%
GFA
793
Gifford Fong Associates
California
$1.32M – – –
FC
794
Financial Consulate
Maryland
$1.31M -$24K -215 -2%
EWM
795
Edge Wealth Management
New York
$1.31M – – –
MAS
796
Managed Account Services
Florida
$1.31M +$87.4K +769 +7%
CC
797
ClearArc Capital
Ohio
$1.3M -$30.4K -272 -2%
IFWM
798
Institute for Wealth Management
Colorado
$1.3M +$1.3M +11,600 New
HPC
799
Hobart Private Capital
North Carolina
$1.29M +$166K +1,482 +15%
CFA
800
Carroll Financial Associates
North Carolina
$1.29M -$26.1K -234 -2%
30 31
32
33 34