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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 %
Lido Advisors
801
Lido Advisors
California
$1.09M +$16.7K +162 +2%
VCM
802
Vision Capital Management
Oregon
$1.09M +$22.8K +221 +2%
IA
803
IFG Advisory
Georgia
$1.09M +$108K +1,047 +11%
BCM
804
Boltwood Capital Management
California
$1.09M +$33.6K +325 +3%
1SB
805
1ST Source Bank
Indiana
$1.09M +$46.5K +450 +4%
FFBTD
806
First Financial Bank - Trust Division
Ohio
$1.08M -$62.9K -609 -5%
AP
807
Advisor Partners
California
$1.08M -$56.2K -544 -5%
NFAM
808
North Fourth Asset Management
New Jersey
$1.07M +$1.07M +10,400 New
CC
809
ClearArc Capital
Ohio
$1.07M -$131K -1,269 -11%
CFIA
810
Cantor Fitzgerald Investment Advisors
New York
$1.07M – – –
FI
811
FormulaFolio Investments
Michigan
$1.06M -$182K -1,758 -15%
GAMC
812
Garner Asset Management Corp
Texas
$1.06M -$2.07K -20 -0.2%
CTC
813
Central Trust Company
Missouri
$1.06M -$479K -4,631 -31%
SFSG
814
Stearns Financial Services Group
North Carolina
$1.05M +$2.07K +20 +0.2%
CHJWM
815
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.04M +$105K +1,030 +11%
HSA
816
Hussman Strategic Advisors
Maryland
$1.03M -$1.03M -10,000 -50%
VNIM
817
Vaughan Nelson Investment Management
Texas
$1.03M – – –
AAIM
818
American Assets Investment Management
California
$1.03M – – –
BWP
819
Baldwin Wealth Partners
Massachusetts
$1.03M -$7.42M -71,844 -88%
DI
820
DAGCO Inc
Ohio
$1.03M -$17.7K -171 -2%
PGIM
821
Pacific Global Investment Management
California
$1.02M -$237K -2,291 -19%
S
822
Seeyond
France
$1.02M -$81.7K -791 -7%
TC
823
TownSquare Capital
Utah
$1.02M -$238K -2,034 -19%
CAM
824
Cresset Asset Management
Illinois
$1M -$596K -5,774 -37%
CAPTRUST Financial Advisors
825
CAPTRUST Financial Advisors
North Carolina
$1M +$40.5K +392 +4%
31 32
33
34 35