UPS icon

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 %
BCP
351
Blue Chip Partners
Michigan
$8.21M +$556K +5,232 +7%
Bessemer Group
352
Bessemer Group
New Jersey
$8.2M +$34.4K +324 +0.4%
WF
353
Welch & Forbes
Massachusetts
$8.06M -$268K -2,526 -3%
CWM
354
Cornerstone Wealth Management
Missouri
$8.05M +$7.98M +844,584 +10,461%
WT
355
Washington Trust
Rhode Island
$8.04M +$872K +8,207 +12%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$8.03M +$148K +1,389 +2%
TL
357
Tirschwell & Loewy
New York
$8.03M +$621K +5,850 +8%
TRSOTSOK
358
Teachers Retirement System of the State of Kentucky
Kentucky
$7.97M – – –
JC
359
Jacobs & Co
California
$7.97M +$123K +1,157 +2%
NAM
360
Nissay Asset Management
Japan
$7.96M +$283K +2,663 +4%
EWM
361
Evercore Wealth Management
New York
$7.95M +$66.4K +625 +0.8%
PWM
362
Patriot Wealth Management
Texas
$7.89M +$202K +1,898 +3%
RIL
363
Rothschild Investment LLC
Illinois
$7.87M -$147K -1,380 -2%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.87M +$299K +2,808 +4%
BFG
365
Beacon Financial Group
Texas
$7.87M -$49.7K -468 -0.6%
CIM
366
Corbyn Investment Management
Maryland
$7.84M -$28.6K -269 -0.4%
CA
367
CapWealth Advisors
Tennessee
$7.84M +$194K +1,828 +3%
AQR Capital Management
368
AQR Capital Management
Connecticut
$7.83M +$272K +2,557 +4%
NPF
369
Norris Perne & French
Michigan
$7.82M +$4.18M +39,393 +115%
CSS
370
Cubist Systematic Strategies
Connecticut
$7.81M +$6.28M +59,115 +410%
COPPSERS
371
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.67M +$1.13M +10,598 +17%
AL
372
Aspiriant LLC
California
$7.63M +$7.05M +66,398 +1,233%
GC
373
Grimes & Company
Massachusetts
$7.59M -$128K -1,207 -2%
LIC
374
Lodestar Investment Counsel
Illinois
$7.57M -$94.2K -887 -1%
SBH
375
Segall Bryant & Hamill
Illinois
$7.52M +$123K +1,160 +2%
13 14
15
16 17