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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TRCT
1501
Tower Research Capital (TRC)
New York
– – -8,492 Closed
Hudson Bay Capital Management
1502
Hudson Bay Capital Management
Connecticut
– – -7,800 Closed
BWM
1503
Bernicke Wealth Management
Wisconsin
– – -7,513 Closed
QT
1504
Quantamental Technologies
New York
– – -6,745 Closed
PP
1505
Paloma Partners
Connecticut
– – -6,745 Closed
MF
1506
Magnetar Financial
Illinois
– – -6,205 Closed
PAS
1507
Park Avenue Securities
New York
– – -5,407 Closed
LP
1508
LMR Partners
United Kingdom
– – -4,613 Closed
BMM
1509
Buffington Mohr McNeal
Idaho
– – -4,543 Closed
FDS
1510
Freedom Day Solutions
Texas
– – -4,521 Closed
MHS
1511
M Holdings Securities
Oregon
– – -4,428 Closed
Assenagon Asset Management
1512
Assenagon Asset Management
Luxembourg
– – -4,358 Closed
IC
1513
Iconiq Capital
California
– – -4,196 Closed
TRAM
1514
Tuscan Ridge Asset Management
Illinois
– – -4,100 Closed
FAM
1515
Flaharty Asset Management
Florida
– – -3,652 Closed
IC
1516
InterOcean Capital
Illinois
– – -3,099 Closed
B
1517
Bellecapital
Switzerland
– – -3,088 Closed
TW
1518
TrinityPoint Wealth
Connecticut
– – -3,006 Closed
AFM
1519
Andesa Financial Management
Pennsylvania
– – -2,948 Closed
TSS
1520
Two Sigma Securities
New York
– – -2,806 Closed
VSWA
1521
Vontobel Swiss Wealth Advisors
Switzerland
– – -2,552 Closed
B
1522
Brightworth
Georgia
– – -2,127 Closed
AL
1523
Aspiriant LLC
California
– – -2,113 Closed
CIC
1524
Cornercap Investment Counsel
Georgia
– – -2,056 Closed
MHIC
1525
Marble Harbor Investment Counsel
Massachusetts
– – -2,050 Closed
59 60
61
62 63