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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 %
GAMC
826
Garner Asset Management Corp
Texas
$1.15M – – –
Voloridge Investment Management
827
Voloridge Investment Management
Florida
$1.15M +$298K +2,664 +35%
BCM
828
Boltwood Capital Management
California
$1.14M +$129K +1,156 +13%
SFSG
829
Stearns Financial Services Group
North Carolina
$1.14M -$52.5K -470 -4%
DI
830
DAGCO Inc
Ohio
$1.13M -$75.1K -672 -6%
VNA
831
Valley National Advisers
Pennsylvania
$1.13M -$5.03K -45 -0.4%
1SB
832
1ST Source Bank
Indiana
$1.13M -$95.2K -852 -8%
GWCM
833
Godshalk Welsh Capital Management
Pennsylvania
$1.13M +$89.4K +800 +9%
VNIM
834
Vaughan Nelson Investment Management
Texas
$1.12M – – –
APP
835
Avantax Planning Partners
Iowa
$1.12M +$177K +1,580 +19%
FHB
836
First Hawaiian Bank
Hawaii
$1.11M -$159K -1,423 -13%
AAIM
837
American Assets Investment Management
California
$1.1M – – –
CA
838
Clearstead Advisors
Ohio
$1.1M +$53.9K +482 +5%
FFWA
839
FRG Family Wealth Advisors
Washington
$1.1M -$140K -1,251 -11%
BBA
840
BLB&B Advisors
Pennsylvania
$1.1M -$136K -1,218 -11%
PIMG
841
Patriot Investment Management Group
Tennessee
$1.1M +$1.1M +9,822 New
AWM
842
Aevitas Wealth Management
Massachusetts
$1.1M +$312K +2,796 +40%
QC
843
Quadrature Capital
United Kingdom
$1.08M +$1.08M +9,682 New
FCH
844
Freestone Capital Holdings
Washington
$1.08M +$572K +5,121 +114%
BS
845
Boenning & Scattergood
Pennsylvania
$1.07M +$782 +7 +0.1%
CFB
846
Cullen/Frost Bankers
Texas
$1.07M -$258K -2,305 -19%
FAM
847
Fred Alger Management
New York
$1.07M – – –
MFWM
848
Motley Fool Wealth Management
Virginia
$1.07M +$2.01K +18 +0.2%
IA
849
IFG Advisory
Georgia
$1.06M +$140K +1,250 +15%
SFA
850
Semmax Financial Advisors
North Carolina
$1.06M +$381K +3,409 +56%
32 33
34
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