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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 %
CL
876
CPWM LLC
Washington
$933K -$12.1K -108 -1%
GIA
877
GHP Investment Advisors
Colorado
$918K -$53.4K -478 -5%
UBV
878
United Bank (Virginia)
Virginia
$916K -$15.6K -140 -2%
SFG
879
SevenBridge Financial Group
Pennsylvania
$912K +$1.34K +12 +0.1%
IP
880
Intellectus Partners
California
$912K +$86K +770 +10%
ESBC
881
E.S. Barr & Co
Kentucky
$906K -$35.3K -316 -4%
DSI
882
Daiwa SB Investments
Japan
$903K -$180K -1,610 -17%
FIM
883
Fernwood Investment Management
Massachusetts
$898K -$33.5K -300 -4%
WAM
884
Wealthspire Advisors (Maryland)
Maryland
$895K +$20.1K +180 +2%
SACTSONJ
885
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$894K – – –
ANRIA
886
American National Registered Investment Advisor
Texas
$887K -$3.69K -33 -0.4%
BL
887
Balentine LLC
Georgia
$878K -$10.5K -94 -1%
RHFI
888
Reilly Herbert Faulkner III
$877K -$11.2K -100 -1%
Hudson Bay Capital Management
889
Hudson Bay Capital Management
Connecticut
$872K -$3.96M -35,450 -82%
CPA
890
Court Place Advisors
Maryland
$868K +$868K +7,772 New
SCA
891
Sage Capital Advisors
South Dakota
$867K +$27.2K +243 +3%
PR
892
Payden & Rygel
California
$860K -$12.5M -111,900 -94%
PWW
893
Pettyjohn Wood & White
Virginia
$858K -$44.7K -400 -5%
SDAM
894
Shulman DeMeo Asset Management
New York
$856K +$856K +7,659 New
BC
895
Burleson & Co
California
$846K +$640 +6 +0.1%
TIA
896
Trust Investment Advisors
Indiana
$845K -$123K -1,100 -13%
AW
897
ACG Wealth
Georgia
$843K +$33.2K +297 +4%
CCG
898
Cypress Capital Group
Florida
$842K -$55.5K -497 -6%
YWP
899
YorkBridge Wealth Partners
New York
$840K +$20.6K +184 +3%
BWM
900
Bernicke Wealth Management
Wisconsin
$840K +$41.5K +371 +5%
34 35
36
37 38