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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 %
CCMD
351
Cypress Capital Management (Delaware)
Delaware
$8.38M +$5.44K +52 +0.1%
Brown Advisory
352
Brown Advisory
Maryland
$8.31M +$557K +5,321 +7%
GFPC
353
Global Financial Private Capital
Florida
$8.27M +$257K +2,452 +3%
FNBOO
354
First National Bank of Omaha
Nebraska
$8.26M -$19K -182 -0.2%
WF
355
Welch & Forbes
Massachusetts
$8.21M -$30.9K -295 -0.4%
GI
356
Gradient Investments
Minnesota
$8.08M +$1.21M +11,588 +18%
Bessemer Group
357
Bessemer Group
New Jersey
$8.04M +$4.95M +47,282 +160%
RIL
358
Rothschild Investment LLC
Illinois
$7.9M +$331K +3,158 +4%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$7.86M +$78.5K +750 +1%
BFG
360
Beacon Financial Group
Texas
$7.8M -$251K -2,400 -3%
EWM
361
Evercore Wealth Management
New York
$7.77M -$343K -3,274 -4%
OPERF
362
Oregon Public Employees Retirement Fund
Oregon
$7.77M +$51.4K +491 +0.7%
CIM
363
Corbyn Investment Management
Maryland
$7.76M +$484K +4,622 +7%
JC
364
Jacobs & Co
California
$7.73M +$66.5K +635 +0.9%
CBUSF
365
Construction & Building Unions Superannuation Fund
Australia
$7.72M +$2.36M +22,576 +44%
PAG
366
Private Advisor Group
New Jersey
$7.68M +$1.64M +15,705 +27%
CCM
367
Cadence Capital Management
Massachusetts
$7.68M +$400K +3,825 +6%
ACA
368
Anchor Capital Advisors
Massachusetts
$7.66M +$217K +2,072 +3%
GC
369
Grimes & Company
Massachusetts
$7.61M +$16.7K +160 +0.2%
CGH
370
Crossmark Global Holdings
Texas
$7.58M -$583K -5,574 -7%
PWM
371
Patriot Wealth Management
Texas
$7.57M +$175K +1,675 +2%
NAM
372
Nissay Asset Management
Japan
$7.57M -$384K -3,666 -5%
LIC
373
Lodestar Investment Counsel
Illinois
$7.55M -$15.6K -149 -0.2%
BCP
374
Blue Chip Partners
Michigan
$7.54M +$552K +5,270 +8%
CA
375
CapWealth Advisors
Tennessee
$7.54M +$159K +1,516 +2%
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15
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