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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
$1.57B
3
EVM
Eaton Vance Management
Massachusetts
$399M
4
LCOV
London Company of Virginia
Virginia
$196M
5
Franklin Resources
Franklin Resources
California
$781M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$121M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
4
EIP
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$371M +$28.8M +275,244 +8%
UBS Group
27
UBS Group
Switzerland
$358M +$2.05M +19,612 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$327M +$67.5M +645,041 +26%
Federated Hermes
29
Federated Hermes
Pennsylvania
$281M +$11.5M +110,004 +4%
FNBT
30
FineMark National Bank & Trust
Florida
$280M +$217K +2,075 +0.1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$276M -$29.9M -285,700 -10%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$270M -$21.7M -206,927 -7%
UBS AM
33
UBS AM
Illinois
$255M +$20.2M +193,389 +9%
MCM
34
Manchester Capital Management
Vermont
$249M -$4.55M -43,427 -2%
TCIM
35
TIAA CREF Investment Management
New York
$243M -$64.8M -619,525 -21%
Ameriprise
36
Ameriprise
Minnesota
$242M +$82.3M +790,655 +52%
PPA
37
Parametric Portfolio Associates
Washington
$237M -$38.9M -371,807 -14%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$237M -$13.1M -124,856 -5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$226M +$31.9M +304,844 +16%
Deutsche Bank
40
Deutsche Bank
Germany
$216M +$69.9M +667,524 +48%
O
41
OppenheimerFunds
New York
$214M +$14.3M +136,998 +7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$211M +$1.62M +15,519 +0.8%
American Century Companies
43
American Century Companies
Missouri
$205M +$72.3M +690,451 +54%
LCOV
44
London Company of Virginia
Virginia
$196M +$196M +1,869,938 New
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$188M +$2.86M +27,329 +2%
Fidelity International
46
Fidelity International
Bermuda
$181M -$27.7M -264,917 -13%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$171M -$1.42M -13,563 -0.8%
JIM
48
Jensen Investment Management
Oregon
$170M +$661K +6,320 +0.4%
EIP
49
Epoch Investment Partners
New York
$167M -$169M -1,618,827 -50%
RJA
50
Raymond James & Associates
Florida
$161M +$9.2M +87,880 +6%
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