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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 %
B
1251
Brightworth
Georgia
$238K +$238K +2,127 New
AL
1252
Aspiriant LLC
California
$236K -$67K -600 -22%
SAM
1253
Seelaus Asset Management
New Jersey
$235K +$224 +2 +0.1%
BFA
1254
Benedict Financial Advisors
Georgia
$234K +$234K +2,093 New
BFM
1255
Boston Financial Management
Massachusetts
$231K -$8.39K -75 -4%
SAM
1256
SignalPoint Asset Management
Missouri
$231K +$231K +2,070 New
CIC
1257
Cornercap Investment Counsel
Georgia
$230K -$12.6K -113 -5%
WCA
1258
Westover Capital Advisors
Delaware
$230K +$230K +2,054 New
CA
1259
Calton & Associates
Florida
$230K +$230K +2,054 New
MHIC
1260
Marble Harbor Investment Counsel
Massachusetts
$229K -$27.9K -250 -11%
VCP
1261
Vista Capital Partners
Oregon
$229K – – –
PFSC
1262
Peoples Financial Services Corp
Pennsylvania
$229K +$44.7K +400 +24%
HCA
1263
Horan Capital Advisors
Ohio
$228K – – –
CA
1264
Claro Advisors
Massachusetts
$228K +$12.7K +114 +6%
BC
1265
Burney Company
Virginia
$227K +$227K +2,035 New
PL
1266
Plancorp LLC
Missouri
$226K +$226K +2,019 New
AAS
1267
Annex Advisory Services
Wisconsin
$226K +$226K +2,021 New
PIM
1268
Profit Investment Management
Maryland
$226K +$226K +2,024 New
WG
1269
Winton Group
United Kingdom
$226K +$226K +2,025 New
GLI
1270
Guardian Life Insurance
New York
$224K +$4.8K +43 +2%
SM
1271
Salzhauer Michael
$223K – – –
PWPS
1272
Pinnacle Wealth Planning Services
Ohio
$223K +$223K +1,986 New
FSA
1273
Franklin Street Advisors
North Carolina
$223K +$223K +2,000 New
QOP
1274
Quinn Opportunity Partners
Virginia
$223K +$223K +2,000 New
Kayne Anderson Rudnick Investment Management
1275
Kayne Anderson Rudnick Investment Management
California
$222K +$222K +1,991 New
49 50
51
52 53