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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 %
TRAM
1076
Tuscan Ridge Asset Management
Illinois
$458K +$458K +4,100 New
HI
1077
Horizon Investments
North Carolina
$458K +$458K +4,103 New
WIC
1078
Whitegate Investment Counselors
New Hampshire
$453K – – –
NB
1079
Nicolet Bankshares
Wisconsin
$449K -$116K -1,035 -20%
CFS
1080
CRA Financial Services
New Jersey
$449K – – –
RFM
1081
Royal Fund Management
Florida
$448K +$2.35K +21 +0.5%
PK
1082
Pflug Koory
Nebraska
$441K -$5.59K -50 -1%
HR
1083
Hayden Royal
North Carolina
$437K -$475K -4,252 -52%
JIC
1084
Johnson Investment Counsel
Ohio
$437K -$17.3K -155 -4%
CDH
1085
Charles D. Hyman
$436K -$15.6K -140 -3%
MOS
1086
MGO One Seven
Ohio
$436K +$160K +1,437 +58%
BSB
1087
Bangor Savings Bank
Maine
$432K -$8.05K -72 -2%
CYG
1088
Clean Yield Group
Vermont
$430K -$446K -3,995 -51%
MWPCG
1089
Measured Wealth Private Client Group
New Hampshire
$429K +$429K +3,840 New
CW
1090
CreativeOne Wealth
Kansas
$428K – – –
ACM
1091
AlphaCrest Capital Management
New York
$425K -$318K -2,842 -43%
GFS
1092
GYL Financial Synergies
Connecticut
$425K +$112 +1 +0%
AIIMS
1093
Analyst IMS Investment Management Services
Israel
$423K -$2.46K -22 -0.6%
MC
1094
Machina Capital
France
$423K +$115K +1,026 +37%
BJL
1095
Brighton Jones LLC
Washington
$423K +$423K +3,782 New
CGL
1096
Clarius Group LLC
Washington
$422K +$422K +3,773 New
MBT
1097
Monroe Bank & Trust
Michigan
$421K -$6.92K -62 -2%
LCM
1098
Laurion Capital Management
New York
$420K -$10.3M -92,494 -96%
BWM
1099
Baystate Wealth Management
Massachusetts
$419K -$22.6K -197 -5%
MWM
1100
Meridian Wealth Management
Kentucky
$417K +$42.9K +384 +11%
42 43
44
45 46