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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$538M
2
Bank of America
Bank of America
North Carolina
+$389M
3
EVM
Eaton Vance Management
Massachusetts
+$224M
4
LCOV
London Company of Virginia
Virginia
+$196M
5
Franklin Resources
Franklin Resources
California
+$162M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$652M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
4
EIP
Epoch Investment Partners
New York
-$169M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
ELI
276
Empire Life Investments
Ontario, Canada
$12.5M +$12.5M +119,905 New
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$12.4M -$39.1M -373,356 -76%
CPSAC
278
Chas P. Smith & Associates (CPS)
Florida
$12.1M +$2.6M +24,819 +27%
MSL
279
Mackay Shields LLC
New York
$12.1M +$12.1M +115,881 New
ZAM
280
Zevin Asset Management
Massachusetts
$12.1M -$1.96M -18,746 -14%
CWP
281
Capital Wealth Planning
Florida
$12M +$2.93M +28,000 +32%
BWP
282
Baldwin Wealth Partners
Massachusetts
$12M +$580K +5,546 +5%
XK
283
Xact Kapitalforvaltning
Sweden
$12M +$975K +9,319 +9%
DAM
284
Delta Asset Management
Tennessee
$11.9M +$130K +1,244 +1%
TU
285
TDAM USA
Ontario, Canada
$11.9M +$60.2K +575 +0.5%
BAM
286
Barrett Asset Management
New York
$11.8M +$1.82M +17,430 +18%
LIM
287
Lathrop Investment Management
Arkansas
$11.7M +$205K +1,960 +2%
LWM
288
Lyons Wealth Management
Florida
$11.7M -$1.28M -12,252 -10%
ACM
289
Advent Capital Management
New York
$11.5M +$5.28M +50,405 +85%
ZIG
290
Zurich Insurance Group
Switzerland
$11.5M -$141K -1,346 -1%
PWLP
291
Prio Wealth Limited Partnership
Massachusetts
$11.4M -$5.56M -53,153 -33%
MSV
292
MN Services Vermogensbeheer
Netherlands
$11.3M +$94.2K +900 +0.8%
ProShare Advisors
293
ProShare Advisors
Maryland
$11.2M +$406K +3,878 +4%
Treasurer of the State of North Carolina
294
Treasurer of the State of North Carolina
North Carolina
$11.2M +$11M +105,108 +5,338%
RCYC
295
Richard C. Young & Co
Rhode Island
$11.2M +$63.1K +603 +0.6%
GT
296
Glenview Trust
Kentucky
$11.1M +$2.84M +27,108 +34%
EIM
297
ExxonMobil Investment Management
Texas
$11M -$406K -3,881 -4%
HA
298
Halsey Associates
Connecticut
$11M -$20.8K -199 -0.2%
GC
299
Gilbert & Cook
Iowa
$11M -$98.3K -939 -0.9%
BHWM
300
Bar Harbor Wealth Management
New Hampshire
$10.9M -$105K -1,003 -1%
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