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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 %
MSA
1551
Marino Stram & Associates
Massachusetts
– – -468 Closed
NWM
1552
Northwest Wealth Management
Iowa
– – -411 Closed
CGT
1553
Capital Guardian Trust
California
– – -343 Closed
ST
1554
Somerset Trust
Pennsylvania
– – -274 Closed
RCM
1555
Requisite Capital Management
Texas
– – -237 Closed
MFW
1556
Mosaic Family Wealth
Missouri
– – -230 Closed
IDBONY
1557
Israel Discount Bank of New York
New York
– – -225 Closed
AIA
1558
Alera Investment Advisors
Illinois
– – -219 Closed
MF
1559
MHI Funds
New York
– – -207 Closed
FNC
1560
First National Corp
Massachusetts
– – -190 Closed
WCM
1561
WealthBridge Capital Management
Ohio
– – -129 Closed
NWA
1562
New World Advisors
Massachusetts
– – -120 Closed
JIP
1563
JBJ Investment Partners
South Carolina
– – -110 Closed
PWM
1564
PRW Wealth Management
Massachusetts
– – -100 Closed
LC
1565
Lavaca Capital
Texas
– – -96 Closed
OWA
1566
One Wealth Advisors
California
– – -39 Closed
SL
1567
Salomon & Ludwin
Virginia
– – -20 Closed
SAM
1568
Strategy Asset Managers
California
– – -8 Closed
KL
1569
KWMG LLC
Kansas
– – -5 Closed
Walleye Trading
1570
Walleye Trading
New York
– – – –
SM
1571
SG3 Management
Puerto Rico
– – – –
LOAMU
1572
Lombard Odier Asset Management (USA)
New York
– – – –
WAM
1573
Warlander Asset Management
New York
– – – –
BLA
1574
Balter Liquid Alternatives
Massachusetts
– – – –
SSG
1575
Summit Securities Group
New York
– – – –
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