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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 %
CGM
1526
Centenus Global Management
New York
– -$1.37M -14,000 Closed
AF
1527
Alerus Financial
North Dakota
– -$1.31M -13,414 Closed
BA
1528
Bennicas & Associates
California
– -$1.01M -10,375 Closed
Millennium Management
1529
Millennium Management
New York
– -$1.01M -10,360 Closed
HT
1530
HighTower Trust
Texas
– -$981K -10,054 Closed
AWM
1531
Alterna Wealth Management
Texas
– -$1.09M -9,810 Closed
HHGA
1532
Halbert Hargrove Global Advisors
California
– -$952K -9,763 Closed
EP
1533
Edgestream Partners
New Jersey
– -$892K -9,149 Closed
GFP
1534
Gryphon Financial Partners
Ohio
– -$774K -7,399 Closed
VIA
1535
Vident Investment Advisory
Georgia
– -$581K -5,962 Closed
OAMU
1536
Ostrum Asset Management US
New York
– -$568K -5,825 Closed
LWM
1537
Lyell Wealth Management
California
– -$554K -5,682 Closed
WHG
1538
Westwood Holdings Group
Texas
– -$526K -5,391 Closed
PWM
1539
Perigon Wealth Management
California
– -$487K -4,831 Closed
PAS
1540
Partnervest Advisory Services
California
– -$410K -4,203 Closed
QAM
1541
Quantres Asset Management
Cayman Islands
– -$380K -3,900 Closed
WCM
1542
Weatherstone Capital Management
Colorado
– -$438K -3,750 Closed
BC
1543
Banced Corp
Illinois
– -$303K -3,102 Closed
AHB
1544
Abner Herrman & Brock
New Jersey
– -$261K -2,677 Closed
SAM
1545
Sawgrass Asset Management
Florida
– -$250K -2,565 Closed
GI
1546
Glovista Investments
New Jersey
– -$205K -2,100 Closed
SFG
1547
Summit Financial Group
West Virginia
– -$202K -2,075 Closed
IMC Chicago
1548
IMC Chicago
Illinois
– -$202K -2,074 Closed
CAN
1549
Claraphi Advisory Network
United States
– -$201K -2,057 Closed
IIM
1550
Ipswich Investment Management
Massachusetts
– -$141K -1,445 Closed
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