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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 %
IG
1026
ING Group
Netherlands
$546K +$23.7K +212 +5%
AQA
1027
Alpha Quant Advisors
Texas
$546K +$27.2K +243 +5%
HFS
1028
Haverford Financial Services
Pennsylvania
$545K +$55.7K +499 +11%
KA
1029
Kovack Advisors
Florida
$542K +$42.4K +379 +8%
V
1030
VeraBank
Texas
$541K -$14K -125 -3%
SXL
1031
Summit X LLC
Missouri
$540K -$1.04M -9,347 -66%
SC
1032
Saturna Capital
Washington
$540K -$667K -5,963 -55%
SAM
1033
Shamrock Asset Management
Texas
$540K -$2.46K -22 -0.5%
IAMOG
1034
Investors Asset Management of Georgia
Georgia
$540K +$27.9K +250 +5%
CIAS
1035
Capital Investment Advisory Services
North Carolina
$539K -$27.3K -244 -5%
BO
1036
Bank OZK
Arkansas
$538K – – –
LBD
1037
Landsberg Bennett & Dubbaneh
Florida
$537K -$7.55K -66 -1%
TFS
1038
TrustCore Financial Services
Tennessee
$537K +$537K +4,809 New
AOWM
1039
Alpha Omega Wealth Management
Virginia
$536K +$28.7K +257 +6%
OWA
1040
Outlook Wealth Advisors
Texas
$531K +$457K +4,088 +613%
GC
1041
Grace Capital
Massachusetts
$525K +$11.2K +100 +2%
LCM
1042
Liberty Capital Management
Michigan
$520K – – –
VWM
1043
Venturi Wealth Management
Texas
$519K -$185K -1,619 -26%
EWM
1044
Evermay Wealth Management
Virginia
$516K +$71.6K +640 +16%
CFG
1045
Cooper Financial Group
California
$515K -$2.24K -20 -0.4%
LP
1046
LMR Partners
United Kingdom
$515K +$515K +4,613 New
FWM
1047
Frontier Wealth Management
Missouri
$512K -$1.12K -10 -0.2%
SMC
1048
Smith, Moore & Co
Missouri
$512K +$20.2K +181 +4%
BMM
1049
Buffington Mohr McNeal
Idaho
$508K -$2.68K -24 -0.5%
VC
1050
Vicus Capital
Pennsylvania
$506K -$22.5K -201 -4%
40 41
42
43 44