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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 %
SCI
1051
S&CO Inc
Massachusetts
$506K -$5.59K -50 -1%
FDS
1052
Freedom Day Solutions
Texas
$505K -$1.03M -9,195 -67%
IWM
1053
IHT Wealth Management
Illinois
$505K -$108K -968 -18%
KWM
1054
Kingsview Wealth Management
Oregon
$503K +$152K +1,363 +43%
FIM
1055
Freedom Investment Management
Connecticut
$502K -$157K -1,402 -24%
CA
1056
Capital Advantage
California
$502K +$1.79K +16 +0.4%
CPA
1057
Capital Planning Advisors
California
$497K -$111K -990 -18%
MHS
1058
M Holdings Securities
Oregon
$495K -$478K -4,280 -49%
MIH
1059
Meitav Investment House
Israel
$489K +$70.3K +635 +17%
Assenagon Asset Management
1060
Assenagon Asset Management
Luxembourg
$487K -$1.03M -9,199 -68%
KCM
1061
Kanawha Capital Management
Virginia
$486K – – –
Fayez Sarofim & Co
1062
Fayez Sarofim & Co
Texas
$486K +$486K +4,354 New
FFN
1063
Focus Financial Network
Minnesota
$485K +$485K +4,337 New
CWG
1064
Cornerstone Wealth Group
North Carolina
$482K +$482K +4,311 New
DAC
1065
Dividend Assets Capital
South Carolina
$480K -$55.8K -500 -10%
RI
1066
Ridgewood Investments
New Jersey
$476K +$15.6K +140 +3%
TF
1067
TimeScale Financial
Massachusetts
$473K -$11.2K -100 -2%
AIM
1068
ARK Investment Management
Florida
$472K +$20.6K +184 +5%
KWMG
1069
King Wealth Management Group
Florida
$471K -$33.3K -298 -7%
IC
1070
Iconiq Capital
California
$469K -$514K -4,599 -52%
TA
1071
TFG Advisers
Michigan
$466K +$11K +99 +2%
WAM
1072
Weatherly Asset Management
California
$464K +$9.39K +84 +2%
CP
1073
Covenant Partners
Tennessee
$462K +$462K +4,136 New
IA
1074
IFP Advisors
Florida
$460K -$478K -4,295 -51%
LFAS
1075
Level Four Advisory Services
Texas
$459K -$134K -1,201 -23%
41 42
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