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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 %
MERSOM
826
Municipal Employees' Retirement System of Michigan
Michigan
$996K -$687K -6,650 -41%
HHGA
827
Halbert Hargrove Global Advisors
California
$995K +$995K +9,636 New
MC
828
Menta Capital
California
$993K +$993K +9,620 New
BS
829
Boenning & Scattergood
Pennsylvania
$990K +$930 +9 +0.1%
MFWM
830
Motley Fool Wealth Management
Virginia
$980K -$7.23K -70 -0.7%
APP
831
Avantax Planning Partners
Iowa
$978K -$40.1K -394 -4%
BI
832
Bredin Investment
Delaware
$976K – – –
VNA
833
Valley National Advisers
Pennsylvania
$974K -$71K -687 -7%
HCMT
834
Highland Capital Management (Tennessee)
Tennessee
$972K -$457K -4,424 -32%
FHB
835
First Hawaiian Bank
Hawaii
$963K -$63.5K -615 -6%
BBA
836
BLB&B Advisors
Pennsylvania
$963K -$53K -513 -5%
FMT
837
First Mercantile Trust
Tennessee
$962K +$24.4K +236 +3%
CWM
838
Cornerstone Wealth Management
Missouri
$948K +$31.2K +306 +3%
RIM
839
Rampart Investment Management
Connecticut
$944K -$125K -1,213 -12%
AWM
840
Aevitas Wealth Management
Massachusetts
$935K -$78K -755 -8%
CG
841
Caprock Group
Idaho
$933K -$448K -4,342 -32%
ZCA
842
Zeke Capital Advisors
Pennsylvania
$930K +$35.3K +342 +4%
GIA
843
GHP Investment Advisors
Colorado
$929K +$80.7K +782 +10%
LNC
844
Lincoln National Corp
Pennsylvania
$927K -$2.89K -28 -0.3%
BC
845
Burleson & Co
California
$915K -$12.6K -108 -1%
IP
846
Intellectus Partners
California
$915K +$72K +697 +9%
Twin Tree Management
847
Twin Tree Management
Texas
$915K +$915K +8,865 New
BRWA
848
B. Riley Wealth Advisors
Florida
$912K +$44.8K +433 +5%
CA
849
Clearstead Advisors
Ohio
$911K -$108K -1,044 -11%
SCA
850
Snowden Capital Advisors
New York
$910K +$196K +1,899 +27%
32 33
34
35 36