UPS icon

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
1
Nuveen Asset Management
Illinois
$368M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.22B
3
Invesco
3
Invesco
Georgia
$664M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$631M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$1.03B

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$0
2
Capital World Investors
2
Capital World Investors
California
$1.57B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.45B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.67B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1251
StoneX Group
New York
$216K -$39.1K -378 -15%
LJAC
1252
L.J. Altfest & Co
New York
$216K +$20K +193 +10%
HCA
1253
Horan Capital Advisors
Ohio
$215K +$5.15K +50 +2%
SICM
1254
Sustainable Insight Capital Management
New York
$215K +$215K +2,083 New
SAM
1255
Seelaus Asset Management
New Jersey
$214K -$2.37K -23 -1%
VCP
1256
Vista Capital Partners
Oregon
$213K – – –
WCA
1257
Westover Capital Advisors
Delaware
$212K – – –
AW
1258
Alpha Windward
Massachusetts
$212K +$12.4K +104 +6%
CA
1259
Calton & Associates
Florida
$211K -$1.34K -13 -0.6%
CFGS
1260
Concourse Financial Group Securities
Alabama
$211K +$12.2K +118 +6%
WAM
1261
Weiss Asset Management
Massachusetts
$211K +$20.5K +198 +11%
RIM
1262
Regent Investment Management
Kentucky
$210K +$210K +2,030 New
VCM
1263
Virtue Capital Management
Tennessee
$210K +$210K +2,038 New
BCM
1264
Becker Capital Management
Oregon
$209K -$117K -1,133 -36%
AAS
1265
Annex Advisory Services
Wisconsin
$209K – – –
PIM
1266
Profit Investment Management
Maryland
$209K – – –
GLI
1267
Guardian Life Insurance
New York
$208K +$1.03K +10 +0.5%
WWM
1268
Western Wealth Management
Colorado
$208K +$10.4K +101 +5%
SM
1269
Salzhauer Michael
$206K – – –
SCM
1270
Stonebridge Capital Management
California
$205K +$205K +1,990 New
ACS
1271
Archford Capital Strategies
Illinois
$204K – – –
BFS
1272
Bradley Foster & Sargent
Connecticut
$204K +$11.8K +114 +6%
CPIG
1273
Chicago Partners Investment Group
Illinois
$203K +$3.53K +34 +2%
IWC
1274
Integrated Wealth Concepts
Massachusetts
$203K +$16K +155 +9%
CCFCSB
1275
Cape Cod Five Cents Savings Bank
Massachusetts
$202K – – –
49 50
51
52 53