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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 %
GCA
851
Guardian Capital Advisors
Ontario, Canada
$907K +$39.7K +385 +5%
Coatue Management
852
Coatue Management
New York
$904K +$196K +1,894 +28%
Simplex Trading
853
Simplex Trading
Illinois
$901K +$901K +8,728 New
PAM
854
PVG Asset Management
Colorado
$901K +$901K +8,732 New
BAM
855
Berkshire Asset Management
Pennsylvania
$898K -$50.5K -489 -5%
LA
856
Legacy Advisors
Pennsylvania
$894K -$475K -4,601 -35%
LCM
857
Logan Capital Management
Pennsylvania
$891K -$6.93K -67 -0.8%
MAM
858
Martingale Asset Management
Massachusetts
$890K -$237K -2,291 -21%
SFG
859
SevenBridge Financial Group
Pennsylvania
$888K +$44.9K +435 +5%
BCI
860
Brinker Capital Investments
Pennsylvania
$887K +$516 +5 +0.1%
NG
861
Northstar Group
New York
$880K -$7.85K -76 -0.9%
LC
862
Lincoln Capital
Nebraska
$872K -$59.3K -574 -6%
CL
863
CPWM LLC
Washington
$870K +$7.64K +74 +0.9%
ACM
864
Aljian Capital Management
Nevada
$865K -$69.2K -670 -7%
CCMG
865
Clark Capital Management Group
Pennsylvania
$865K +$554K +5,364 +178%
FFWA
866
FRG Family Wealth Advisors
Washington
$855K -$164K -1,585 -16%
LS
867
Livforsakringsbolaget Skandia
Sweden
$849K +$134K +1,300 +19%
UBV
868
United Bank (Virginia)
Virginia
$847K – – –
CCG
869
Cypress Capital Group
Florida
$847K +$68.2K +660 +9%
LCM
870
Laurion Capital Management
New York
$847K +$458K +4,434 +118%
WAM
871
Wealthspire Advisors (Maryland)
Maryland
$833K +$6.09K +59 +0.7%
Teacher Retirement System of Texas
872
Teacher Retirement System of Texas
Texas
$832K -$990K -9,595 -54%
SACTSONJ
873
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$826K – – –
Fayez Sarofim & Co
874
Fayez Sarofim & Co
Texas
$823K +$373K +3,617 +83%
AWM
875
Altium Wealth Management
New York
$817K +$240K +2,324 +42%
33 34
35
36 37