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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 %
DWM
976
Doyle Wealth Management
Florida
$574K +$1.76K +17 +0.3%
HPC
977
HM Payson & Co
Maine
$574K +$574K +5,559 New
RAM
978
Redmond Asset Management
Virginia
$568K +$23.9K +231 +4%
AQR Capital Management
979
AQR Capital Management
Connecticut
$567K -$84.5K -822 -13%
KA
980
Kovack Advisors
Florida
$566K +$65.4K +634 +13%
SCM
981
Southport Capital Management
Tennessee
$565K -$210K -2,029 -27%
FCMT
982
Founders Capital Management (Texas)
Texas
$565K – – –
DWM
983
Darwin Wealth Management
Florida
$563K +$2.07K +20 +0.4%
PFT
984
Providence First Trust
Arizona
$562K +$1.86K +18 +0.3%
TC
985
Truvestments Capital
Florida
$562K +$373K +3,613 +198%
HCP
986
Holt Capital Partners
Texas
$555K -$121K -1,170 -18%
ITIM
987
Indiana Trust & Investment Management
Indiana
$553K -$335K -3,240 -38%
CTA
988
Colonial Trust Advisors
South Carolina
$549K +$1.96K +19 +0.4%
AOWM
989
Alpha Omega Wealth Management
Virginia
$548K +$52.9K +513 +11%
FWCM
990
Ferguson Wellman Capital Management
Oregon
$547K -$137K -1,324 -20%
HSA
991
HBK Sorce Advisory
Pennsylvania
$547K -$121K -1,174 -18%
MPW
992
MA Private Wealth
California
$545K +$4.96K +48 +0.9%
DAC
993
Dividend Assets Capital
South Carolina
$545K +$101K +982 +23%
BWAM
994
Boyd Watterson Asset Management
Ohio
$544K -$72.6K -703 -12%
BG
995
Bollard Group
Massachusetts
$543K -$87.5K -847 -14%
LCM
996
Leisure Capital Management
California
$540K -$87.8K -850 -14%
TBNY
997
Trustco Bank (New York)
New York
$539K – – –
CFG
998
Cooper Financial Group
California
$536K +$60.8K +589 +13%
KPW
999
Kore Private Wealth
New York
$532K +$4.34K +42 +0.8%
APA
1000
American Portfolios Advisors
New York
$532K +$19.7K +191 +4%
38 39
40
41 42