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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 %
SFSIG
1101
San Francisco Sentry Investment Group
California
$364K -$8.67K -84 -2%
BFA
1102
Bragg Financial Advisors
North Carolina
$364K – – –
DWM
1103
Dakota Wealth Management
Florida
$364K +$95.9K +930 +36%
TC
1104
Trust Company
Kansas
$364K +$245K +2,374 +206%
MAFM
1105
Mid Atlantic Financial Management
Pennsylvania
$363K +$34.4K +333 +10%
MMHP
1106
Murphy Middleton Hinkle & Parker
Georgia
$361K +$22.2K +215 +7%
B
1107
Bailard
California
$359K -$5.16K -50 -1%
LOAMS
1108
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K -$402K -3,897 -53%
GFS
1109
GYL Financial Synergies
Connecticut
$357K -$35.7K -346 -9%
OIA
1110
OneDigital Investment Advisors
Kansas
$357K +$239K +2,319 +203%
AIA
1111
AIMZ Investment Advisors
California
$356K – – –
SFG
1112
SNS Financial Group
Minnesota
$356K +$7.23K +70 +2%
RCAG
1113
Rehmann Capital Advisory Group
Michigan
$355K -$13K -126 -4%
TCB
1114
Texas Capital Bancshares
Texas
$355K – – –
RBC
1115
Roble Belko & Company
Pennsylvania
$354K – – –
NB
1116
Nicolet Bankshares
Wisconsin
$353K -$61.9K -600 -15%
LB
1117
Landmark Bank
Missouri
$352K -$6.29K -61 -2%
TSWM
1118
Triangle Securities Wealth Management
North Carolina
$352K +$4.59K +45 +1%
BOE
1119
Bank of Edwardsville
Illinois
$349K +$8.37K +81 +2%
AIM
1120
ARK Investment Management
Florida
$346K -$89.8K -870 -21%
EB
1121
Eastern Bank
Massachusetts
$345K -$17.5K -170 -5%
VAM
1122
Verity Asset Management
North Carolina
$343K +$69.7K +675 +26%
CWM
1123
Cabot Wealth Management
Massachusetts
$340K – – –
DI
1124
Diligent Investors
California
$340K – – –
CB
1125
CNB Bank
Pennsylvania
$339K -$16.6K -161 -5%
43 44
45
46 47