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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 %
SDAM
876
Shulman DeMeo Asset Management
New York
$815K +$24.4K +236 +3%
YWP
877
YorkBridge Wealth Partners
New York
$810K +$33.9K +328 +4%
WS
878
Wedbush Securities
California
$806K +$135K +1,307 +20%
GIA
879
Gladstone Institutional Advisory
Florida
$802K +$156K +1,515 +24%
Acadian Asset Management
880
Acadian Asset Management
Massachusetts
$800K -$307K -2,974 -28%
BIA
881
Bigelow Investment Advisors
Maine
$799K -$156K -1,510 -16%
PR
882
Payden & Rygel
California
$795K – – –
DPIM
883
Duff & Phelps Investment Management
Illinois
$794K +$38.2K +370 +5%
LSV Asset Management
884
LSV Asset Management
Illinois
$784K -$92.8K -900 -11%
DAS
885
Dynamic Advisor Solutions
Arizona
$784K +$76.7K +743 +11%
FIM
886
Fernwood Investment Management
Massachusetts
$781K -$49.1K -475 -6%
PWW
887
Pettyjohn Wood & White
Virginia
$781K -$12.4K -120 -2%
ESBC
888
E.S. Barr & Co
Kentucky
$774K -$63.3K -613 -8%
CPA
889
Clear Perspective Advisors
Illinois
$770K +$13.7K +133 +2%
SCA
890
Sage Capital Advisors
South Dakota
$767K -$30.8K -299 -4%
WIA
891
Wealthstreet Investment Advisors
Texas
$766K – – –
PPP
892
Private Portfolio Partners
New Jersey
$766K +$461K +4,462 +151%
NL
893
NWAM LLC
Washington
$762K – – –
RIA
894
Realta Investment Advisors
Delaware
$760K -$310 -3 -0%
EIA
895
Eldridge Investment Advisors
New Hampshire
$757K +$310 +3 +0%
CC
896
Cedar Capital
Illinois
$757K +$164K +1,590 +28%
BL
897
Balentine LLC
Georgia
$756K -$55.8K -540 -7%
CPA
898
Court Place Advisors
Maryland
$756K -$46.1K -447 -6%
PFO
899
Pathstone Family Office
New Jersey
$751K -$5.89K -57 -0.8%
MSS
900
Mitchell Sinkler & Starr
Pennsylvania
$743K -$13.4K -130 -2%
34 35
36
37 38