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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 %
MWP
926
MYCIO Wealth Partners
Pennsylvania
$684K +$14.8K +143 +2%
LMAM
927
Legg Mason Asset Management
Japan
$684K +$684K +6,614 New
PWM
928
Perigon Wealth Management
California
$683K +$683K +6,615 New
NPT
929
Nixon Peabody Trust
Massachusetts
$679K -$6.61K -64 -1%
NFG
930
Nations Financial Group
Iowa
$678K -$20.5K -199 -3%
ANRIA
931
American National Registered Investment Advisor
Texas
$675K -$146K -1,410 -18%
NCM
932
Novare Capital Management
North Carolina
$675K -$31.7K -307 -4%
FMC
933
First Merchants Corp
Indiana
$675K +$37.4K +362 +6%
SRC
934
Shufro Rose & Co
New York
$673K +$107K +1,034 +19%
NIM
935
Nexus Investment Management
Ontario, Canada
$671K – – –
TFS
936
TrustCore Financial Services
Tennessee
$670K +$174K +1,683 +35%
LB
937
Legacy Bridge
Iowa
$666K – – –
PI
938
Putnam Investments
Massachusetts
$663K +$12.2K +118 +2%
KB
939
Kimelman & Baird
New York
$661K – – –
ASN
940
Advisory Services Network
Georgia
$661K +$60.4K +584 +10%
AAS
941
Avantax Advisory Services
Texas
$661K +$60.6K +587 +10%
Group One Trading
942
Group One Trading
Illinois
$661K +$661K +6,403 New
AIM
943
Axiom Investment Management
New York
$659K -$1.34K -13 -0.2%
MIH
944
Meitav Investment House
Israel
$659K +$210K +2,070 +47%
CCP
945
Cardan Capital Partners
Colorado
$658K -$112K -1,085 -15%
TCM
946
Traynor Capital Management
Pennsylvania
$658K +$17.3K +168 +3%
FNBOSM
947
First National Bank of South Miami
Florida
$653K -$18.9K -158 -3%
DLA
948
Douglas Lane & Associates
New York
$650K -$24.3K -235 -4%
CS
949
Cannell & Spears
New York
$649K -$305K -2,955 -32%
PTC
950
Private Trust Company
Ohio
$646K +$103K +1,001 +19%
36 37
38
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