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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 %
BDS
851
Banco de Sabadell
Florida
$1.06M +$1.06M +9,570 New
RB
852
Rodgers Brothers
Pennsylvania
$1.05M +$4.14K +37 +0.4%
CAPTRUST Financial Advisors
853
CAPTRUST Financial Advisors
North Carolina
$1.04M +$92.5K +828 +10%
BIA
854
Bigelow Investment Advisors
Maine
$1.03M +$218K +1,947 +27%
CS
855
Cannell & Spears
New York
$1.03M – – –
BI
856
Bredin Investment
Delaware
$1.03M – – –
OIM
857
Opus Investment Management
Massachusetts
$1.03M +$1.03M +9,200 New
BAM
858
Berkshire Asset Management
Pennsylvania
$1.03M – – –
CHJWM
859
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$60K -537 -6%
FMT
860
First Mercantile Trust
Tennessee
$1.02M -$1.69M -15,128 -62%
FT
861
Fiduciary Trust
Massachusetts
$1.01M -$103K -924 -9%
ACM
862
Aljian Capital Management
Nevada
$1.01M +$35.2K +315 +4%
LC
863
Lincoln Capital
Nebraska
$1.01M -$4.47K -40 -0.4%
LNC
864
Lincoln National Corp
Pennsylvania
$1.01M +$131K +1,175 +15%
BOH
865
Bank of Hawaii
Hawaii
$1M +$251K +2,248 +34%
PAM
866
Paradigm Asset Management
New York
$991K -$55.9K -500 -5%
LCM
867
Logan Capital Management
Pennsylvania
$970K +$36.7K +329 +4%
ZCA
868
Zeke Capital Advisors
Pennsylvania
$968K +$96.4K +863 +11%
NG
869
Northstar Group
New York
$961K -$21K -188 -2%
ITIM
870
Indiana Trust & Investment Management
Indiana
$960K -$29K -260 -3%
GCA
871
Guardian Capital Advisors
Ontario, Canada
$959K +$53.3K +467 +6%
BCI
872
Brinker Capital Investments
Pennsylvania
$959K +$549K +4,916 +134%
TRCT
873
Tower Research Capital (TRC)
New York
$949K -$1.8M -16,089 -65%
LSV Asset Management
874
LSV Asset Management
Illinois
$949K – – –
BRWA
875
B. Riley Wealth Advisors
Florida
$938K +$171K +1,527 +22%
33 34
35
36 37