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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.79B
2
VVP
Vulcan Value Partners
Alabama
+$308M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$64.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
EVM
Eaton Vance Management
Massachusetts
-$204M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$155M
4
Lazard Asset Management
Lazard Asset Management
New York
-$121M
5
BlackRock
BlackRock
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
301
Brown Advisory
Maryland
$10.4M +$1.93M +18,133 +23%
SBIA
302
Sheaff Brock Investment Advisors
Indiana
$10.3M +$88.9K +837 +0.9%
HI
303
Hendershot Investments
Virginia
$10.3M +$246K +2,315 +2%
MSA
304
Mason Street Advisors
Wisconsin
$10.3M +$92.9K +875 +0.9%
IEFM
305
IQ EQ Fund Management
Ireland
$10.2M +$10.2M +96,318 New
Caisse de Depot et Placement du Quebec (CDPQ)
306
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.2M -$4.25M -39,996 -29%
TU
307
TDAM USA
Ontario, Canada
$10.2M -$1.89M -17,776 -16%
GW
308
GW & Wade
Massachusetts
$10.2M +$88.8K +836 +0.9%
NI
309
Nuance Investments
Missouri
$10M -$8.1M -76,203 -45%
UBV
310
United Bank (Virginia)
Virginia
$10M +$202K +1,901 +2%
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$10M -$285K -2,681 -3%
TAM
312
Trillium Asset Management
Massachusetts
$10M +$806K +7,589 +9%
ProShare Advisors
313
ProShare Advisors
Maryland
$9.93M -$1.46M -13,755 -13%
KIA
314
KCM Investment Advisors
California
$9.73M -$150K -1,409 -2%
Envestnet Asset Management
315
Envestnet Asset Management
Illinois
$9.72M -$33.8K -318 -0.3%
GHA
316
GW Henssler & Associates
Georgia
$9.72M +$264K +2,489 +3%
SPC
317
Stewart & Patten Company
California
$9.67M -$753K -7,088 -7%
KBC Group
318
KBC Group
Belgium
$9.63M +$483K +4,549 +5%
CBOA
319
Commonwealth Bank of Australia
Australia
$9.63M +$554K +5,219 +6%
CCM
320
Cadence Capital Management
Massachusetts
$9.63M +$1.83M +17,254 +24%
11A
321
10-15 Associates
New York
$9.61M +$313K +2,945 +3%
LA
322
Lynch & Associates
Indiana
$9.46M +$4.11M +38,706 +77%
MOACM
323
Mutual of America Capital Management
New York
$9.45M +$84.3K +794 +0.9%
CBT
324
Capital Bank & Trust
California
$9.41M -$20.4K -192 -0.2%
MAA
325
Matrix Asset Advisors
New York
$9.36M -$6.48K -61 -0.1%
11 12
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