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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$410M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
VVP
Vulcan Value Partners
Alabama
$443M
4
BlackRock
BlackRock
New York
$4.29B
5
Capital World Investors
Capital World Investors
California
$1.51B

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$103M
2
Bank of America
Bank of America
North Carolina
$1.22B
3
Two Sigma Investments
Two Sigma Investments
New York
$33.8M
4
SCM
Shapiro Capital Management
Georgia
$0
5
CWM
Cornerstone Wealth Management
Missouri
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
426
Sentry Investment Management
Wisconsin
$4.45M +$1.49M +15,249 +50%
WB
427
WesBanco Bank
West Virginia
$4.39M -$1.58M -16,191 -26%
NSIM
428
North Star Investment Management
Illinois
$4.38M -$667K -6,835 -13%
CAN
429
Cetera Advisor Networks
California
$4.33M -$648K -6,641 -13%
EFIC
430
Eliot Finkel Investment Counsel
California
$4.32M -$154K -1,580 -3%
HAI
431
Hennessy Advisors Inc
California
$4.31M -$146K -1,500 -3%
AI
432
Accredited Investors
Minnesota
$4.31M +$82.7K +848 +2%
TCM
433
Tufton Capital Management
Maryland
$4.27M +$258K +2,643 +6%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$58.8K +603 +1%
KFP
435
Keystone Financial Planning
Ohio
$4.24M +$127K +1,299 +3%
Hudson Bay Capital Management
436
Hudson Bay Capital Management
Connecticut
$4.22M +$2.53M +25,900 +149%
BUB
437
BBVA USA Bancshares
Texas
$4.2M -$715K -7,335 -15%
BHA
438
Beech Hill Advisors
New York
$4.2M +$4.2M +43,065 New
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$4.19M +$43.2K +443 +1%
MCM
440
Murphy Capital Management
New Jersey
$4.19M -$36.6K -375 -0.9%
PFP
441
Pinnacle Financial Partners
Tennessee
$4.17M +$147K +1,504 +4%
AWM
442
Arbor Wealth Management
Florida
$4.16M +$4.16M +42,615 New
WT
443
Whittier Trust
California
$4.15M +$8.39K +86 +0.2%
OC
444
Oppenheimer & Co
New York
$4.14M +$529K +5,423 +15%
PCM
445
Princeton Capital Management
New Jersey
$4.11M -$1.3M -13,344 -24%
SFS
446
Sowell Financial Services
Arkansas
$4.1M +$284K +2,910 +7%
MHI
447
Miller Howard Investments
New York
$4.09M +$2.25M +23,039 +122%
NRS
448
Neville Rodie & Shaw
New York
$4.08M -$111K -1,140 -3%
WAS
449
WESPAC Advisors SoCal
California
$4.04M -$221K -2,265 -5%
Mirae Asset Global Investments
450
Mirae Asset Global Investments
South Korea
$4.02M -$101K -1,039 -2%
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