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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 %
BC
1526
Burney Company
Virginia
– – -2,035 Closed
PL
1527
Plancorp LLC
Missouri
– – -2,019 Closed
CWM
1528
Concentric Wealth Management
California
– – -1,975 Closed
AWM
1529
Aries Wealth Management
Maine
– – -1,973 Closed
Wolverine Trading
1530
Wolverine Trading
Illinois
– – -1,966 Closed
CIP
1531
Convergence Investment Partners
Florida
– – -1,958 Closed
RMCM
1532
Reynders McVeigh Capital Management
Massachusetts
– – -1,869 Closed
GWM
1533
Greenwich Wealth Management
Connecticut
– – -1,857 Closed
DBIA
1534
Dumont & Blake Investment Advisors
New Jersey
– – -1,841 Closed
AP
1535
Appleton Partners
Massachusetts
– – -1,839 Closed
BBNA
1536
Bremer Bank National Association
Minnesota
– – -1,825 Closed
AB
1537
Atlas Brown
Kentucky
– – -1,824 Closed
DIA
1538
Dana Investment Advisors
Wisconsin
– – -1,797 Closed
BAM
1539
Bruderman Asset Management
New York
– – -1,643 Closed
LFA
1540
Legacy Financial Advisors
Kentucky
– – -1,431 Closed
HFM
1541
Harvest Fund Management
China
– – -1,413 Closed
CHP
1542
Cable Hill Partners
Oregon
– – -1,388 Closed
AIM
1543
Assured Investment Management
New York
– – -1,241 Closed
IWP
1544
Icon Wealth Partners
Texas
– – -1,166 Closed
PGWM
1545
Parisi Gray Wealth Management
New Jersey
– – -1,061 Closed
WTB
1546
Washington Trust Bank
Washington
– – -869 Closed
BRC
1547
Bell Rock Capital
Delaware
– – -559 Closed
WA
1548
WP Advisors
California
– – -516 Closed
FC
1549
Ferris Capital
Massachusetts
– – -480 Closed
SHIM
1550
Stone House Investment Management
Pennsylvania
– – -480 Closed
60 61
62
63 64