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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 %
CA
301
Commerzbank Aktiengesellschaft
Germany
$10.9M +$3.69M +35,289 +51%
PIA
302
Piedmont Investment Advisors
North Carolina
$10.8M -$4.7M -44,861 -30%
BOS
303
Bingham Osborn & Scarborough
California
$10.8M -$4.81K -46 -0%
MME
304
Meag Munich Ergo
Germany
$10.7M +$3.2M +31,318 +43%
AB
305
Amalgamated Bank
New York
$10.6M +$1.04M +9,916 +11%
SIC
306
Sigma Investment Counselors
Michigan
$10.5M +$4.08K +39 +0%
DADC
307
D.A. Davidson & Co
Montana
$10.5M -$154K -1,472 -1%
FFIC
308
First Fiduciary Investment Counsel
Ohio
$10.4M -$36.2K -346 -0.3%
ANI
309
American National Insurance
Texas
$10.3M – – –
HIMC
310
Heritage Investors Management Corp
Maryland
$10.3M -$164K -1,563 -2%
SPC
311
Stewart & Patten Company
California
$10.3M +$259K +2,477 +3%
PFM
312
Parsec Financial Management
North Carolina
$10.2M +$2.79M +26,673 +38%
VIP
313
Vantage Investment Partners
Missouri
$10.1M +$49.9K +477 +0.5%
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$10.1M -$1.01M -9,698 -9%
CC
315
Carlson Capital
Texas
$10.1M -$4.26M -40,725 -30%
SBIA
316
Sheaff Brock Investment Advisors
Indiana
$10.1M -$347K -3,313 -3%
MSA
317
Mason Street Advisors
Wisconsin
$10M +$17.9K +171 +0.2%
HI
318
Hendershot Investments
Virginia
$9.94M +$1.39M +13,313 +16%
DnB Asset Management
319
DnB Asset Management
Norway
$9.92M +$670K +6,400 +7%
GW
320
GW & Wade
Massachusetts
$9.91M +$269K +2,573 +3%
KIA
321
KCM Investment Advisors
California
$9.73M -$4.71K -45 -0%
ACS
322
Archford Capital Strategies
Illinois
$9.72M +$1.19K +10 +0%
UBV
323
United Bank (Virginia)
Virginia
$9.66M +$642K +6,136 +7%
Envestnet Asset Management
324
Envestnet Asset Management
Illinois
$9.66M -$4.78M -45,476 -33%
QIM
325
Quantitative Investment Management
Virginia
$9.53M -$6.1M -58,300 -39%
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