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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 %
WJA
426
Williams Jones & Associates
New York
$5.54M -$10.5K -100 -0.2%
LRPA
427
L. Roy Papp & Associates
Arizona
$5.5M -$355K -3,389 -6%
FIM
428
Foresters Investment Management
New York
$5.46M -$710K -6,782 -11%
HL
429
HeadInvest LLC
Maine
$5.45M -$116K -1,110 -2%
CB
430
Cadence Bank
Mississippi
$5.43M +$1.37M +13,135 +34%
NSIM
431
North Star Investment Management
Illinois
$5.37M +$509K +4,859 +10%
LDB
432
Lee, Danner & Bass
Tennessee
$5.27M +$645K +6,159 +14%
LA
433
Lynch & Associates
Indiana
$5.27M -$416K -3,972 -7%
SIM
434
Sentry Investment Management
Wisconsin
$5.24M -$495K -4,731 -9%
EWA
435
EP Wealth Advisors
California
$5.22M +$89.4K +854 +2%
NIPH
436
NN Investment Partners Holdings
Netherlands
$5.18M +$4.45M +42,543 +611%
TSS
437
Two Sigma Securities
New York
$5.16M +$3.68M +35,200 +249%
Luther King Capital Management (LKCM)
438
Luther King Capital Management (LKCM)
Texas
$5.16M -$89.5K -855 -2%
PCM
439
Princeton Capital Management
New Jersey
$5.12M -$99.7K -953 -2%
SMDAM
440
Sumitomo Mitsui DS Asset Management
Japan
$5.1M -$84.1K -804 -2%
SWP
441
Stratos Wealth Partners
Ohio
$5.09M +$409K +3,906 +9%
BF
442
BOK Financial
Oklahoma
$5.09M +$1.18M +11,254 +30%
QT
443
Quantbot Technologies
New York
$5.09M +$111K +1,065 +2%
WAM
444
World Asset Management
Michigan
$5M -$1.62M -15,431 -24%
MCM
445
MAI Capital Management
Ohio
$4.98M +$239K +2,283 +5%
EFIC
446
Eliot Finkel Investment Counsel
California
$4.95M -$83.7K -800 -2%
PPC
447
Precision Path Capital
New York
$4.95M +$4.95M +47,300 New
NSAM
448
North Star Asset Management
Wisconsin
$4.91M +$406K +3,881 +9%
AIL
449
AGF Investments LLC
Ontario, Canada
$4.88M -$990K -9,471 -17%
SC
450
SouthState Corp
Florida
$4.88M +$814K +7,774 +20%
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