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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
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 %
TFA
1301
Transamerica Financial Advisors
Florida
$146K +$146K +1,406 New
NCM
1302
Nelson Capital Management
California
$140K – – –
MWM
1303
Merriman Wealth Management
Washington
$139K +$213 +207 +0.2%
VIM
1304
Veritas Investment Management
United Kingdom
$134K – – –
MG
1305
MilWealth Group
Wisconsin
$133K – – –
HAM
1306
Highstreet Asset Management
Ontario, Canada
$131K -$4.63K -45 -3%
AAP
1307
Arax Advisory Partners
Colorado
$128K +$128K +1,239 New
PFSC
1308
Peoples Financial Services Corp
Pennsylvania
$124K -$87.8K -850 -41%
SWP
1309
Strategic Wealth Partners
Ohio
$124K -$41.7K -407 -25%
CTB
1310
Country Trust Bank
Illinois
$122K – – –
SCM
1311
Silvant Capital Management
Georgia
$121K – – –
VRM
1312
Vectors Research Management
New York
$121K +$206 +2 +0.2%
FPB
1313
First PREMIER Bank
South Dakota
$117K – – –
FANJ
1314
Financial Architects (New Jersey)
New Jersey
$116K -$5.87K -57 -5%
GCM
1315
Gables Capital Management
Florida
$116K – – –
ADL
1316
Asset Dedication LLC
California
$116K +$103 +1 +0.1%
ATFA
1317
All Terrain Financial Advisors
Minnesota
$114K -$2.56M -24,688 -96%
BWM
1318
BerganKDV Wealth Management
Minnesota
$114K – – –
CPA
1319
Cowen Prime Advisors
New York
$112K – – –
PVH
1320
Psagot Value Holdings
Israel
$112K – – –
SCA
1321
Stonebridge Capital Advisors
Minnesota
$109K +$109K +1,056 New
AC
1322
Avestar Capital
New York
$108K -$1.57K -18 -1%
EIP
1323
Ellis Investment Partners
Pennsylvania
$104K +$104K +1,013 New
PAM
1324
Paradigm Asset Management
New York
$103K -$813K -7,870 -89%
TWA
1325
TCI Wealth Advisors
Arizona
$103K -$15.6K -151 -13%
51 52
53
54 55