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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 %
LOAME
901
Lombard Odier Asset Management (Europe)
United Kingdom
$742K – – –
WSTAM
902
Wilbanks Smith & Thomas Asset Management
Virginia
$738K +$63.5K +615 +9%
MIAS
903
Mason Investment Advisory Services
Virginia
$735K – – –
EDRH
904
Edmond de Rothschild Holding
Switzerland
$733K – – –
TIA
905
Trust Investment Advisors
Indiana
$729K -$51.6K -500 -7%
MYIA
906
Mount Yale Investment Advisors
Colorado
$724K +$21.1K +183 +3%
FFC
907
First Financial Corp
Indiana
$723K -$24.3K -235 -3%
HFM
908
Hartford Financial Management
Connecticut
$723K – – –
ACM
909
Allred Capital Management
Texas
$722K +$4.9K +48 +0.7%
AWM
910
Avior Wealth Management
Nebraska
$715K +$105K +1,021 +17%
HH
911
Hilltop Holdings
Texas
$713K +$136K +1,317 +24%
RHFI
912
Reilly Herbert Faulkner III
$712K -$98.1K -950 -12%
PCM
913
Parsons Capital Management
Rhode Island
$709K -$389K -3,767 -35%
TTWM
914
TCV Trust & Wealth Management
Virginia
$708K -$2.27K -22 -0.3%
NFG
915
Next Financial Group
Texas
$707K +$546K +5,289 +339%
FAM
916
Fred Alger Management
New York
$704K -$284K -2,747 -29%
WPW
917
Waldron Private Wealth
Pennsylvania
$704K +$125K +1,215 +22%
CCP
918
Corient Capital Partners
California
$703K +$38K +368 +6%
TPWA
919
TRUE Private Wealth Advisors
Oregon
$702K +$3.2K +31 +0.5%
SW
920
SVB Wealth
Massachusetts
$693K -$1.15M -11,132 -62%
FT
921
Fiduciary Trust
Massachusetts
$692K -$244K -2,362 -26%
CTI
922
Community Trust & Investment
Kentucky
$689K – – –
CCA
923
Checchi Capital Advisers
California
$689K +$70.3K +681 +11%
KMWM
924
Keudell/Morrison Wealth Management
Oregon
$687K -$20K -173 -3%
NB
925
NBT Bank
New York
$685K -$19.4K -188 -3%
35 36
37
38 39