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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 %
CA
776
Cetera Advisors
Colorado
$1.22M +$112K +1,087 +10%
GWMIA
777
Global Wealth Management Investment Advisory
Florida
$1.22M +$156K +1,513 +15%
GFA
778
Gifford Fong Associates
California
$1.22M – – –
EH
779
Employers Holdings
Nevada
$1.22M +$1.22M +11,799 New
MC
780
Machina Capital
France
$1.21M +$818K +7,927 +210%
RMAM
781
Raab & Moskowitz Asset Management
New Jersey
$1.2M -$148K -1,438 -11%
SLF
782
Sun Life Financial
Ontario, Canada
$1.2M -$677K -6,566 -36%
SCM
783
Shelton Capital Management
Colorado
$1.19M +$1.05M +10,185 +744%
MAS
784
Managed Account Services
Florida
$1.18M – – –
AF
785
AMG Funds
Connecticut
$1.17M -$99.5K -964 -8%
GCA
786
Gideon Capital Advisors
New York
$1.16M +$1.16M +11,216 New
GWCM
787
Godshalk Welsh Capital Management
Pennsylvania
$1.15M +$108K +1,050 +10%
JG
788
Jefferies Group
New York
$1.15M -$675K -6,531 -37%
HCM
789
Hutner Capital Management
Vermont
$1.13M -$198K -1,921 -15%
CFA
790
Carroll Financial Associates
North Carolina
$1.13M -$63.6K -616 -5%
IFWM
791
Institute for Wealth Management
Colorado
$1.12M -$73.8K -715 -6%
RM
792
Resource Management
Louisiana
$1.12M -$279K -2,701 -20%
MWM
793
Mascoma Wealth Management
New Hampshire
$1.12M +$41.7K +404 +4%
AA
794
Ancora Advisors
Ohio
$1.12M -$5.72M -55,402 -84%
FC
795
Financial Consulate
Maryland
$1.11M -$102K -991 -8%
KFGK
796
Keystone Financial Group (Kentucky)
Kentucky
$1.11M -$1.86K -18 -0.2%
ACM
797
Ativo Capital Management
Illinois
$1.11M +$1.11M +10,723 New
SBWM
798
Sunflower Bank Wealth Management
Arizona
$1.1M -$31.5K -305 -3%
SB
799
Simmons Bank
Arkansas
$1.1M -$34.9K -338 -3%
AAM
800
Ascension Asset Management
New York
$1.1M – – –
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