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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 %
FWIA
451
Fort Washington Investment Advisors
Ohio
$4.87M -$497K -4,751 -9%
DY
452
Dowling & Yahnke
California
$4.85M -$123K -1,171 -2%
CAM
453
Congress Asset Management
Massachusetts
$4.83M +$285K +2,722 +6%
UB
454
UMB Bank
Missouri
$4.83M +$325K +3,101 +7%
RBA
455
Richard Bernstein Advisors
New York
$4.82M – – –
MCM
456
Murphy Capital Management
New Jersey
$4.81M -$71.3K -681 -1%
GLA
457
Great Lakes Advisors
Illinois
$4.8M -$2.74M -26,209 -36%
HAI
458
Hennessy Advisors Inc
California
$4.78M -$2.34M -22,400 -33%
WT
459
Whittier Trust
California
$4.74M +$38.8K +371 +0.8%
AC
460
Alexandria Capital
Virginia
$4.73M +$1.07M +10,178 +29%
EWA
461
Exencial Wealth Advisors
Oklahoma
$4.72M +$141K +1,346 +3%
SAM
462
Sompo Asset Management
Japan
$4.69M +$4.69M +44,840 New
KFP
463
Keystone Financial Planning
Ohio
$4.64M +$4.15M +39,653 +841%
KCM
464
Kornitzer Capital Management
Kansas
$4.63M -$1.39M -13,296 -23%
MML Investors Services
465
MML Investors Services
Massachusetts
$4.62M +$1.68M +16,064 +57%
JAM
466
Jolley Asset Management
North Carolina
$4.61M +$648K +6,195 +16%
AI
467
Accredited Investors
Minnesota
$4.53M -$20.9K -200 -0.5%
RJT
468
Raymond James Trust
Florida
$4.51M +$185K +1,769 +4%
HAIM
469
Hunter Associates Investment Management
Pennsylvania
$4.5M +$20.9K +200 +0.5%
BC
470
Brinker Capital
Pennsylvania
$4.5M +$2.12M +20,293 +89%
Fisher Asset Management
471
Fisher Asset Management
Washington
$4.45M +$119K +1,140 +3%
WAS
472
WESPAC Advisors SoCal
California
$4.43M -$13.1K -125 -0.3%
LSERS
473
Louisiana State Employees Retirement System
Louisiana
$4.4M +$41.9K +400 +1%
RIM
474
Redpoint Investment Management
Australia
$4.38M +$201K +1,922 +5%
PGFC
475
Peapack-Gladstone Financial Corp
New Jersey
$4.33M +$30.2K +289 +0.7%
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