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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 %
AWM
976
Avior Wealth Management
Nebraska
$659K -$225K -2,016 -25%
LTI
977
Laffer Tengler Investments
Tennessee
$658K -$10.4K -93 -2%
CSS
978
Cubist Systematic Strategies
Connecticut
$654K +$181K +1,623 +38%
BAC
979
Boys Arnold & Co
North Carolina
$651K +$223 +2 +0%
AAS
980
Avantax Advisory Services
Texas
$650K +$69.2K +619 +12%
ASN
981
Advisory Services Network
Georgia
$649K -$54.5K -488 -8%
ZIC
982
ZWJ Investment Counsel
Georgia
$648K -$86.2K -772 -12%
TCM
983
Teza Capital Management
Illinois
$647K +$647K +5,790 New
CC
984
Cedar Capital
Illinois
$641K -$20.2K -181 -3%
AC
985
Abbrea Capital
California
$640K +$25.4K +227 +4%
FPA
986
First Pacific Advisors
California
$631K – – –
9WM
987
9258 Wealth Management
Ohio
$631K +$22.6K +202 +4%
FNBOSM
988
First National Bank of South Miami
Florida
$628K -$3.13K -28 -0.5%
WPW
989
Waldron Private Wealth
Pennsylvania
$626K -$26.9K -241 -4%
AWM
990
Altium Wealth Management
New York
$625K +$80.2K +717 +15%
HH
991
Hilltop Holdings
Texas
$624K +$158K +1,412 +34%
FBT
992
First Bankers Trust
Kentucky
$622K -$667K -5,968 -52%
SNT
993
Security National Trust
West Virginia
$619K +$400K +3,575 +182%
PAS
994
Park Avenue Securities
New York
$619K +$619K +5,407 New
LWS
995
Lucia Wealth Services
California
$618K +$274K +2,449 +80%
FCMT
996
Founders Capital Management (Texas)
Texas
$612K – – –
SRC
997
Shufro Rose & Co
New York
$612K +$170K +1,520 +38%
SCM
998
Schnieders Capital Management
California
$607K -$64.2K -575 -10%
DWM
999
Darwin Wealth Management
Florida
$607K +$3.02K +27 +0.5%
Capstone Investment Advisors
1000
Capstone Investment Advisors
New York
$606K -$964K -8,633 -61%
38 39
40
41 42