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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 %
FVWA
1001
Foster Victor Wealth Advisors
South Carolina
$530K -$166K -1,632 -24%
KWM
1002
Kingsview Wealth Management
Oregon
$529K +$64K +619 +14%
BCP
1003
Berkeley Capital Partners
Georgia
$529K +$289K +2,801 +120%
PL
1004
Perpetual Ltd
Australia
$528K – – –
AAM
1005
AR Asset Management
California
$527K – – –
SAM
1006
Shamrock Asset Management
Texas
$526K +$27K +262 +5%
SC
1007
SRB Corp
Massachusetts
$522K -$158K -1,534 -23%
MWPCG
1008
Measured Wealth Private Client Group
New Hampshire
$520K +$123K +1,195 +31%
CRC
1009
Curi RMB Capital
Illinois
$520K +$520K +5,031 New
IAMOG
1010
Investors Asset Management of Georgia
Georgia
$516K +$17K +165 +3%
EWM
1011
Empirical Wealth Management
Washington
$513K +$513K +4,970 New
HFS
1012
Haverford Financial Services
Pennsylvania
$505K +$1.03K +10 +0.2%
WBC
1013
West Branch Capital
Massachusetts
$504K -$36.8K -357 -7%
OWA
1014
Outlook Wealth Advisors
Texas
$502K +$11K +107 +2%
SC
1015
Saturna Capital
Washington
$499K – – –
HI
1016
Horizon Investments
North Carolina
$499K +$75.1K +727 +18%
LWS
1017
Lucia Wealth Services
California
$497K -$73.6K -713 -13%
PA
1018
Parallel Advisors
California
$497K -$19.4K -188 -4%
LBD
1019
Landsberg Bennett & Dubbaneh
Florida
$497K +$13.3K +129 +3%
NIPH
1020
NN Investment Partners Holdings
Netherlands
$496K -$3.05M -29,500 -86%
GT
1021
Greenleaf Trust
Michigan
$492K +$153K +1,480 +45%
V
1022
VeraBank
Texas
$489K -$11.9K -115 -2%
SXL
1023
Summit X LLC
Missouri
$489K -$11.3K -109 -2%
GBT
1024
Grove Bank & Trust
Florida
$488K +$118K +1,141 +32%
CIAS
1025
Capital Investment Advisory Services
North Carolina
$486K -$15.3K -147 -3%
39 40
41
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