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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 %
ANBT
1026
American National Bank & Trust
Texas
$482K -$127K -1,235 -21%
PP
1027
PagnatoKarp Partners
Virginia
$482K -$32.9K -318 -6%
ESB
1028
Essex Savings Bank
Connecticut
$482K +$244K +2,358 +102%
LCM
1029
Liberty Capital Management
Michigan
$481K – – –
CAM
1030
Chesapeake Asset Management
New York
$479K -$839K -8,132 -64%
CG
1031
Cutler Group
California
$474K +$330K +3,194 +228%
SMC
1032
Smith, Moore & Co
Missouri
$473K – – –
FWM
1033
Frontier Wealth Management
Missouri
$473K – – –
SCM
1034
Schnieders Capital Management
California
$466K -$96.1K -930 -17%
EWM
1035
Evermay Wealth Management
Virginia
$466K -$10.1K -98 -2%
RFM
1036
Royal Fund Management
Florida
$466K +$51.9K +503 +13%
FG
1037
Fiduciary Group
Georgia
$465K -$59.1K -572 -11%
HKAM
1038
Horizon Kinetics Asset Management
New York
$464K -$59.4K -575 -11%
SCI
1039
S&CO Inc
Massachusetts
$463K -$5.17K -50 -1%
WP
1040
WealthSource Partners
California
$460K +$460K +4,452 New
ISL
1041
Ingalls & Snyder LLC
New York
$455K -$71.9K -696 -14%
VC
1042
Vicus Capital
Pennsylvania
$451K -$17.1K -165 -4%
KCM
1043
Kanawha Capital Management
Virginia
$449K – – –
VWA
1044
V Wealth Advisors
Kansas
$448K +$63.7K +613 +17%
FFN
1045
Focus Financial Network
Minnesota
$447K -$620 -6 -0.1%
TA
1046
TFG Advisers
Michigan
$446K +$15.3K +148 +4%
BO
1047
Bank OZK
Arkansas
$445K -$53.1K -514 -11%
CWG
1048
Cornerstone Wealth Group
North Carolina
$445K – – –
CPA
1049
Capital Planning Advisors
California
$443K -$17.1K -165 -4%
LFAS
1050
Level Four Advisory Services
Texas
$442K +$18K +174 +4%
40 41
42
43 44