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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
$1.64B
2
Capital World Investors
Capital World Investors
California
$1.98B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.19B
4
Boston Partners
Boston Partners
Massachusetts
$388M
5
Ameriprise
Ameriprise
Minnesota
$380M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.46M
2
Parnassus Investments
Parnassus Investments
California
$527M
3
BlackRock
BlackRock
New York
$4.8B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
1476
1 North Wealth Services
Maryland
$7K -$452 -4 -6%
SA
1477
SRH Advisors
Kansas
$7K – – –
EWM
1478
Elmwood Wealth Management
California
$4K – – –
ARMC
1479
American Research & Management Company
Massachusetts
$4K – – –
MFT
1480
Moisand Fitzgerald Tamayo
Florida
$4K – – –
JGIA
1481
Jackson Grant Investment Advisers
Connecticut
$4K +$4K +37 New
OWA
1482
One Wealth Advisors
California
$4K +$4K +39 New
CT
1483
Chicago Trust
Illinois
$3.6K -$35 -315 -1%
WF
1484
WealthTrust Fairport
Ohio
$3K -$13K -100 -81%
TIM
1485
Tortoise Investment Management
New York
$3K – – –
MAM
1486
Meeder Asset Management
Ohio
$3K +$3K +25 New
WAS
1487
Winch Advisory Services
Wisconsin
$3K +$3K +25 New
PC
1488
Permanens Capital
New York
$3K +$3K +29 New
CFD
1489
Creative Financial Designs
Indiana
$3K +$3K +30 New
LWA
1490
Lowe Wealth Advisors
Maryland
$2K – – –
NL
1491
NVWM LLC
Pennsylvania
$2K – – –
BWA
1492
BDO Wealth Advisors
Florida
$2K – – –
MWC
1493
MKD Wealth Coaches
Michigan
$2K +$2K +15 New
TA
1494
TCG Advisors
Texas
$2K +$2K +18 New
SL
1495
Salomon & Ludwin
Virginia
$2K +$2K +20 New
ACA
1496
Anchor Capital Advisors
Massachusetts
$1.82K -$6.76K -60,520 -79%
ACM
1497
Aviance Capital Management
Florida
$1K -$783K -6,262 -100%
CAGAS
1498
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
CIR
1499
Clear Investment Research
Georgia
$1K – – –
KL
1500
KWMG LLC
Kansas
$1K +$1K +5 New
58 59
60
61 62