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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
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
501
MUFG Securities EMEA
United Kingdom
$3.33M -$10.7M -109,697 -76%
AIS
502
Accurate Investment Solutions
Pennsylvania
$3.31M -$59.2K -607 -2%
BPB
503
Badgley, Phelps & Bell
Washington
$3.31M +$2.54K +26 +0.1%
CWS
504
Cypress Wealth Services
California
$3.3M +$54.4K +558 +2%
RC
505
RegentAtlantic Capital
New Jersey
$3.29M +$683 +7 +0%
IIM
506
Intact Investment Management
Quebec, Canada
$3.29M -$439K -4,500 -12%
PDN
507
Pensionfund DSM Netherlands
Netherlands
$3.28M – – –
BONST
508
Bank of Nova Scotia Trust
Ontario, Canada
$3.26M +$37.6K +386 +1%
MC
509
Miramar Capital
Illinois
$3.25M +$3.25M +29,345 New
SIP
510
Stoneridge Investment Partners
Pennsylvania
$3.23M +$570K +5,847 +21%
SC
511
Skylands Capital
Wisconsin
$3.22M +$712K +7,300 +28%
NA
512
Neuburgh Advisers
California
$3.2M +$133K +1,360 +4%
CC
513
Cornerstone Capital
California
$3.2M +$3.2M +32,837 New
VFA
514
Voya Financial Advisors
Connecticut
$3.19M +$642K +6,652 +25%
MC
515
Moors & Cabot
Massachusetts
$3.16M -$270K -2,756 -8%
PT
516
Plimoth Trust
Massachusetts
$3.15M +$60.7K +622 +2%
SWM
517
SVA Wealth Management
Wisconsin
$3.13M +$80.2K +822 +3%
WC
518
Woodstock Corp
Massachusetts
$3.13M +$51.2K +525 +2%
RMC
519
Resources Management Corp
Connecticut
$3.09M -$172K -1,760 -5%
LDFR
520
Lehman & Derafelo Financial Resources
Pennsylvania
$3.06M +$3.06M +31,387 New
M
521
MOTCO
Texas
$3.04M +$184K +1,882 +6%
HCM
522
Horrell Capital Management
Arkansas
$3.03M +$27.6K +283 +0.9%
FI
523
FormulaFolio Investments
Michigan
$2.99M – – –
SIA
524
SeaBridge Investment Advisors
New Jersey
$2.97M -$1.27M -13,001 -30%
SC
525
SouthState Corp
Florida
$2.96M -$1.86M -19,101 -39%
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