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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 %
NL
1451
NVWM LLC
Pennsylvania
$2K – – –
BWA
1452
BDO Wealth Advisors
Florida
$2K – – –
GC
1453
Globeflex Capital
California
$2K +$2K +16 New
LHC
1454
Little House Capital
Massachusetts
$1.95K +$69 +665 +4%
W
1455
WealthStone
Ohio
$1.76K +$1.76K +17 New
RTC
1456
Riverview Trust Company
Washington
$1K -$59.3K -356 -98%
PCIA
1457
Prime Capital Investment Advisors
Kansas
$1K -$34K -170 -97%
CAGAS
1458
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
SIAS
1459
Shine Investment Advisory Services
Colorado
$1K – – –
CIR
1460
Clear Investment Research
Georgia
$1K – – –
FCH
1461
Freestone Capital Holdings
Washington
$991 -$3 -30 -0.3%
KFS
1462
Kelly Financial Services
Massachusetts
$692 – – –
CPIA
1463
Cornell Pochily Investment Advisors
New York
$287 +$14 +134 +5%
BRWM
1464
B. Riley Wealth Management
Tennessee
$274 -$22 -210 -7%
WIM
1465
Westside Investment Management
California
$130 +$130 +1,259 New
Parnassus Investments
1466
Parnassus Investments
California
– -$527M -4,718,439 Closed
Fidelity International
1467
Fidelity International
Bermuda
– -$74.4M -665,871 Closed
SCA
1468
Southpoint Capital Advisors
New York
– -$55.9M -500,000 Closed
Balyasny Asset Management
1469
Balyasny Asset Management
Illinois
– -$21.8M -194,730 Closed
WI
1470
WBI Investments
New Jersey
– -$20.5M -183,516 Closed
MCM
1471
Masters Capital Management
Georgia
– -$16.8M -150,000 Closed
SAM
1472
Scopus Asset Management
New York
– -$16.8M -150,000 Closed
IP
1473
Interval Partners
New York
– -$11.9M -106,274 Closed
ARTA
1474
A.R.T. Advisors
New York
– -$10.8M -96,530 Closed
N
1475
Natixis
France
– -$9.05M -82,088 Closed
57 58
59
60 61