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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 %
QIM
1076
Quantitative Investment Management
Virginia
$392K -$1M -9,702 -72%
MFG
1077
MidWestOne Financial Group
Iowa
$392K +$392K +3,796 New
Lazard Asset Management
1078
Lazard Asset Management
New York
$390K -$2.43M -23,582 -86%
FIM
1079
Freedom Investment Management
Connecticut
$390K -$74.2K -718 -16%
WP
1080
WMS Partners
Maryland
$389K +$189K +1,831 +95%
FLI
1081
Family Legacy Inc
South Carolina
$388K +$11.9K +115 +3%
MOS
1082
MGO One Seven
Ohio
$385K -$18.6K -180 -5%
CGL
1083
Clarius Group LLC
Washington
$384K -$5.68K -55 -1%
GRP
1084
Global Retirement Partners
California
$383K +$25.2K +244 +7%
SAA
1085
Southeast Asset Advisors
Georgia
$382K – – –
LNB
1086
Ledyard National Bank
$379K -$156K -1,515 -29%
HWA
1087
Heritage Wealth Advisors
Virginia
$378K -$2.29M -22,156 -86%
HCM
1088
Hodges Capital Management
Texas
$378K +$44.4K +430 +13%
CA
1089
Corrado Advisors
New Jersey
$377K – – –
LFA
1090
Landmark Financial Advisors
Kentucky
$377K +$377K +3,654 New
WAM
1091
Weatherly Asset Management
California
$375K -$53.6K -519 -13%
FLPIM
1092
F.L. Putnam Investment Management
Massachusetts
$373K -$144K -1,392 -28%
PG
1093
Patten Group
Tennessee
$373K -$8.78K -85 -2%
BFO
1094
Boston Family Office
Massachusetts
$373K – – –
GAM
1095
Gotham Asset Management
New York
$373K +$373K +3,616 New
WKWM
1096
Walter & Keenan Wealth Management
Indiana
$372K – – –
FHA
1097
First Horizon Advisors
Tennessee
$371K -$12.1K -117 -3%
BWM
1098
Baystate Wealth Management
Massachusetts
$371K -$5.35K -52 -1%
KC
1099
Kingfisher Capital
North Carolina
$370K -$722 -7 -0.2%
MBT
1100
Monroe Bank & Trust
Michigan
$365K -$24K -233 -6%
42 43
44
45 46