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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZAM
276
Zevin Asset Management
Massachusetts
$12.7M +$247K +2,114 +2%
SG Americas Securities
277
SG Americas Securities
New York
$12.7M +$117K +1,001 +0.9%
ZIG
278
Zurich Insurance Group
Switzerland
$12.7M +$12.7M +108,926 New
PFM
279
Parsec Financial Management
North Carolina
$12.6M +$546K +4,681 +5%
GC
280
Guggenheim Capital
Illinois
$12.6M -$3.01M -25,764 -19%
GT
281
Glenview Trust
Kentucky
$12.6M +$452K +3,870 +4%
GC
282
Gilbert & Cook
Iowa
$12.4M -$149K -1,272 -1%
DADC
283
D.A. Davidson & Co
Montana
$12.4M +$111K +948 +0.9%
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
$12.4M +$188K +1,614 +2%
RCYC
285
Richard C. Young & Co
Rhode Island
$12.4M +$24.8K +212 +0.2%
HIMC
286
Heritage Investors Management Corp
Maryland
$12.2M +$346K +2,961 +3%
HA
287
Halsey Associates
Connecticut
$12.2M +$248K +2,122 +2%
AB
288
Amalgamated Bank
New York
$12.2M -$375K -3,214 -3%
BHWM
289
Bar Harbor Wealth Management
New Hampshire
$12.1M -$79.9K -684 -0.7%
TAM
290
Tocqueville Asset Management
New York
$11.9M -$1.52M -12,992 -11%
HCM
291
Howland Capital Management
Massachusetts
$11.7M -$547K -4,688 -4%
SIC
292
Sigma Investment Counselors
Michigan
$11.7M – – –
HCM
293
Howard Capital Management
Georgia
$11.6M – – –
Brown Advisory
294
Brown Advisory
Maryland
$11.6M +$230K +1,968 +2%
HI
295
Hendershot Investments
Virginia
$11.6M +$249K +2,131 +2%
FFIC
296
First Fiduciary Investment Counsel
Ohio
$11.6M -$29.8K -255 -0.3%
ANI
297
American National Insurance
Texas
$11.5M – – –
MSA
298
Mason Street Advisors
Wisconsin
$11.4M +$85.1K +729 +0.8%
SBIA
299
Sheaff Brock Investment Advisors
Indiana
$11.4M +$3.97K +34 +0%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$11.4M -$884K -7,569 -7%
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