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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 %
NCM
926
Novare Capital Management
North Carolina
$765K +$175K +1,562 +30%
FVWA
927
Foster Victor Wealth Advisors
South Carolina
$764K +$63.1K +564 +9%
NB
928
NBT Bank
New York
$762K +$5.92K +53 +0.8%
NFG
929
Nations Financial Group
Iowa
$756K +$36.3K +325 +5%
TPWA
930
TRUE Private Wealth Advisors
Oregon
$756K +$266K +2,381 +54%
PP
931
Paloma Partners
Connecticut
$754K +$502K +4,490 +199%
QT
932
Quantamental Technologies
New York
$754K +$754K +6,745 New
MFG
933
Merit Financial Group
Georgia
$746K +$42.2K +378 +6%
CTI
934
Community Trust & Investment
Kentucky
$745K +$745K +6,671 New
NPT
935
Nixon Peabody Trust
Massachusetts
$742K – – –
FWCM
936
Ferguson Wellman Capital Management
Oregon
$740K -$67.9K -608 -8%
SC
937
SRB Corp
Massachusetts
$737K +$166K +1,486 +29%
LIM
938
Loudon Investment Management
New Hampshire
$733K +$104K +935 +17%
HCP
939
Holt Capital Partners
Texas
$731K – – –
DLA
940
Douglas Lane & Associates
New York
$730K -$119K -1,064 -14%
WSTAM
941
Wilbanks Smith & Thomas Asset Management
Virginia
$729K -$35.4K -317 -5%
SIAP
942
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$729K +$50.7K +454 +7%
WS
943
Wedbush Securities
California
$727K +$194K +1,737 +36%
NIM
944
Nexus Investment Management
Ontario, Canada
$726K -$16.8K -150 -2%
MWP
945
MYCIO Wealth Partners
Pennsylvania
$724K +$447 +4 +0.1%
HSA
946
HBK Sorce Advisory
Pennsylvania
$723K +$151K +1,352 +26%
LB
947
Legacy Bridge
Iowa
$720K – – –
CCP
948
Corient Capital Partners
California
$720K +$388K +3,476 +117%
SC
949
Slow Capital
California
$716K -$23.7K -212 -3%
MCM
950
Monarch Capital Management
Indiana
$716K +$50.3K +450 +8%
36 37
38
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