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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 %
UB
451
UMB Bank
Missouri
$5.04M +$143K +1,349 +3%
Nordea Investment Management
452
Nordea Investment Management
Sweden
$5.03M +$846K +7,961 +20%
EWA
453
Exencial Wealth Advisors
Oklahoma
$5.02M +$233K +2,191 +5%
EFIC
454
Eliot Finkel Investment Counsel
California
$5.02M -$8.5K -80 -0.2%
CCT
455
Country Club Trust
Missouri
$5M +$1.76M +16,591 +54%
SC
456
Skylands Capital
Wisconsin
$4.96M +$1.4M +13,225 +40%
SC
457
SouthState Corp
Florida
$4.95M -$2.44K -23 -0%
MSE
458
MUFG Securities EMEA
United Kingdom
$4.86M +$4.86M +45,772 New
SIM
459
Sentry Investment Management
Wisconsin
$4.86M -$461K -4,340 -9%
HAI
460
Hennessy Advisors Inc
California
$4.86M – – –
AA
461
Ancora Advisors
Ohio
$4.85M +$506K +4,767 +12%
DY
462
Dowling & Yahnke
California
$4.85M -$75K -706 -2%
FWIA
463
Fort Washington Investment Advisors
Ohio
$4.82M -$126K -1,190 -3%
MCM
464
Murphy Capital Management
New Jersey
$4.82M -$70.3K -662 -1%
Luther King Capital Management (LKCM)
465
Luther King Capital Management (LKCM)
Texas
$4.8M -$439K -4,130 -8%
KCM
466
Kornitzer Capital Management
Kansas
$4.8M +$101K +955 +2%
KFP
467
Keystone Financial Planning
Ohio
$4.8M +$81.8K +770 +2%
CIC
468
Chilton Investment Company
Connecticut
$4.79M -$2.86M -26,901 -37%
AC
469
Alexandria Capital
Virginia
$4.77M -$30.6K -288 -0.6%
FIM
470
Foresters Investment Management
New York
$4.75M -$797K -7,500 -14%
AIMCA
471
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.74M -$13M -122,800 -73%
AI
472
Accredited Investors
Minnesota
$4.7M +$103K +968 +2%
WT
473
Whittier Trust
California
$4.7M -$115K -1,087 -2%
NRS
474
Neville Rodie & Shaw
New York
$4.67M -$1.03M -9,675 -18%
SFS
475
Sowell Financial Services
Arkansas
$4.66M +$429K +3,635 +10%
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