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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 %
MFG
951
Merit Financial Group
Georgia
$645K -$44.2K -428 -6%
MCM
952
Monarch Capital Management
Indiana
$641K -$20.6K -200 -3%
LTI
953
Laffer Tengler Investments
Tennessee
$636K +$28.1K +272 +5%
P
954
Pitcairn
Pennsylvania
$631K +$324K +3,142 +106%
CBU
955
CIBC Bank USA
Illinois
$625K -$2.38K -23 -0.4%
SIAP
956
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$620K -$53.8K -521 -8%
RWA
957
Ropes Wealth Advisors
Massachusetts
$620K -$2.58K -25 -0.4%
KF
958
Krilogy Financial
Missouri
$620K +$9.29K +90 +2%
SC
959
Slow Capital
California
$618K -$44.3K -429 -7%
SWM
960
SeaCrest Wealth Management
New York
$607K +$57K +552 +10%
BAC
961
Boys Arnold & Co
North Carolina
$602K +$310 +3 +0.1%
ZIC
962
ZWJ Investment Counsel
Georgia
$599K +$103 +1 +0%
MFP
963
Meridian Financial Partners
Virginia
$599K +$1.74K +17 +0.3%
AC
964
Abbrea Capital
California
$599K +$6.72K +65 +1%
SNT
965
Security National Trust
West Virginia
$595K +$22.7K +220 +4%
QCM
966
Quest Capital Management
Texas
$594K -$24.5K -237 -4%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$593K -$33.3K -323 -5%
SIM
968
Stratos Investment Management
Ohio
$590K +$76.8K +744 +15%
BWL
969
Bogart Wealth LLC
Virginia
$584K +$56.1K +544 +11%
PCG
970
Private Capital Group
Connecticut
$583K -$182K -1,715 -24%
FPA
971
First Pacific Advisors
California
$583K – – –
RI
972
Ridgewood Investments
New Jersey
$583K +$143K +1,385 +33%
MTIM
973
Marathon Trading Investment Management
Pennsylvania
$583K +$583K +5,650 New
FIB
974
First Interstate Bank
Montana
$580K -$31.3K -303 -5%
9WM
975
9258 Wealth Management
Ohio
$574K -$9.71K -94 -2%
37 38
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