UPS icon

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 %
SIAS
1501
Shine Investment Advisory Services
Colorado
$1K +$1K +8 New
SAM
1502
Strategy Asset Managers
California
$1K +$1K +8 New
JPLA
1503
Joseph P. Lucia & Associates
New York
$1K +$1K +113,970 New
KFS
1504
Kelly Financial Services
Massachusetts
$741 +$741 +7 New
WA
1505
WP Advisors
California
$577 +$577 +516 New
Koshinski Asset Management
1506
Koshinski Asset Management
Illinois
$313 -$549 -4,912 -64%
Eagle Capital Management (New York)
1507
Eagle Capital Management (New York)
New York
– -$103M -1,053,170 Closed
DK
1508
Darrell & King
Virginia
– -$27.3M -280,105 Closed
ACA
1509
Ackerman Capital Advisors
Texas
– -$2K -195,060 Closed
HI
1510
Honeywell International
North Carolina
– -$12M -122,900 Closed
ASC
1511
Atalanta Sosnoff Capital
New York
– -$9.51M -97,548 Closed
CAM
1512
Close Asset Management
United Kingdom
– -$2.66M -56,597 Closed
IP
1513
Isthmus Partners
Wisconsin
– -$4.89M -50,173 Closed
EIA
1514
Edgemoor Investment Advisors
Maryland
– -$4.66M -47,727 Closed
NMC
1515
Nine Masts Capital
Hong Kong
– -$3.88M -39,789 Closed
RBA
1516
Richard Bernstein Advisors
New York
– -$3.76M -38,501 Closed
MSE
1517
MUFG Securities EMEA
United Kingdom
– -$3.33M -34,100 Closed
SIP
1518
Stoneridge Investment Partners
Pennsylvania
– -$3.23M -33,088 Closed
CC
1519
Cornerstone Capital
California
– -$3.2M -32,837 Closed
GAM
1520
Gotham Asset Management
New York
– -$2.17M -22,254 Closed
APFBOT
1521
Amica Pension Fund Board of Trustees
Rhode Island
– -$2M -20,521 Closed
HPIA
1522
Hamilton Point Investment Advisors
North Carolina
– -$1.79M -18,316 Closed
LM
1523
Lincluden Management
Ontario, Canada
– -$1.65M -16,920 Closed
TWA
1524
Tillar-Wenstrup Advisors
Ohio
– -$1.47M -15,099 Closed
UH
1525
Unigestion Holding
Switzerland
– -$1.42M -14,580 Closed
59 60
61
62 63