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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 %
EWF
1051
Epstein & White Financial
California
$440K +$110K +1,066 +33%
JA
1052
JOYN Advisors
Georgia
$438K +$106K +923 +32%
TF
1053
TimeScale Financial
Massachusetts
$437K – – –
WWM
1054
Windsor Wealth Management
Indiana
$436K +$86.9K +844 +25%
GC
1055
Grace Capital
Massachusetts
$434K -$51.7K -500 -11%
GAM
1056
GQ Asset Management
New York
$433K +$147K +1,422 +51%
AF
1057
Advisornet Financial
Minnesota
$432K +$68.7K +666 +19%
WG
1058
Winton Group
United Kingdom
$429K +$220K +2,126 +105%
CP
1059
Covenant Partners
Tennessee
$427K – – –
Kayne Anderson Rudnick Investment Management
1060
Kayne Anderson Rudnick Investment Management
California
$419K +$213K +2,068 +104%
Fiera Capital (Canada)
1061
Fiera Capital (Canada)
Quebec, Canada
$418K -$136K -1,316 -25%
SAM
1062
Sompo Asset Management
Japan
$418K +$147K +1,420 +54%
RIA
1063
Regal Investment Advisors
Michigan
$417K +$175K +1,690 +72%
CFS
1064
CRA Financial Services
New Jersey
$414K -$1.03K -10 -0.2%
DFA
1065
Delta Financial Advisors
Louisiana
$414K +$414K +4,010 New
BSB
1066
Bangor Savings Bank
Maine
$413K +$14K +136 +4%
AIIMS
1067
Analyst IMS Investment Management Services
Israel
$412K +$20.7K +200 +5%
IG
1068
ING Group
Netherlands
$408K -$96.7K -936 -19%
KWMG
1069
King Wealth Management Group
Florida
$407K -$28.8K -279 -7%
HR
1070
Hayden Royal
North Carolina
$403K -$1.14K -11 -0.3%
CDH
1071
Charles D. Hyman
$403K – – –
CW
1072
CreativeOne Wealth
Kansas
$403K +$7.34K +71 +2%
CF
1073
Centaurus Financial
California
$401K +$313K +3,033 +358%
PK
1074
Pflug Koory
Nebraska
$399K -$8.26K -80 -2%
IWM
1075
IHT Wealth Management
Illinois
$396K -$71.7K -693 -15%
41 42
43
44 45