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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 %
SCM
901
Southport Capital Management
Tennessee
$838K – – –
CPA
902
Clear Perspective Advisors
Illinois
$834K – – –
CCP
903
Cardan Capital Partners
Colorado
$833K – – –
WIA
904
Wealthstreet Investment Advisors
Texas
$829K +$27.9K +250 +3%
NL
905
NWAM LLC
Washington
$824K +$7.04K +63 +0.9%
LOAMS
906
Lombard Odier Asset Management (Switzerland)
Switzerland
$822K +$555K +4,969 +208%
EIA
907
Eldridge Investment Advisors
New Hampshire
$819K +$447 +4 +0.1%
PFO
908
Pathstone Family Office
New Jersey
$819K +$39.9K +357 +5%
MSS
909
Mitchell Sinkler & Starr
Pennsylvania
$818K -$101K -900 -11%
DPIM
910
Duff & Phelps Investment Management
Illinois
$818K – – –
RIA
911
Realta Investment Advisors
Delaware
$818K +$818K +7,363 New
PI
912
PFS Investments
Georgia
$817K +$817K +7,315 New
FFC
913
First Financial Corp
Indiana
$808K +$124K +1,109 +18%
PCG
914
Private Capital Group
Connecticut
$805K +$59.5K +532 +8%
LOAME
915
Lombard Odier Asset Management (Europe)
United Kingdom
$803K – – –
ACM
916
Allred Capital Management
Texas
$799K +$11.4K +100 +1%
MIAS
917
Mason Investment Advisory Services
Virginia
$795K +$795K +7,119 New
EDRH
918
Edmond de Rothschild Holding
Switzerland
$794K – – –
HFM
919
Hartford Financial Management
Connecticut
$782K -$5.59K -50 -0.7%
D.E. Shaw & Co
920
D.E. Shaw & Co
New York
$779K -$27.9M -250,066 -97%
LS
921
Livforsakringsbolaget Skandia
Sweden
$774K +$89.4K +800 +13%
SCA
922
Snowden Capital Advisors
New York
$773K +$32.7K +293 +4%
TTWM
923
TCV Trust & Wealth Management
Virginia
$769K -$25.9K -232 -3%
DAS
924
Dynamic Advisor Solutions
Arizona
$766K -$13.5K -121 -2%
Coatue Management
925
Coatue Management
New York
$766K +$118K +1,059 +18%
35 36
37
38 39