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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 %
IIM
526
Intact Investment Management
Quebec, Canada
$3.51M -$3.35M -32,000 -49%
SC
527
Skylands Capital
Wisconsin
$3.5M +$3.5M +33,450 New
PFP
528
Pinnacle Financial Partners
Tennessee
$3.49M +$2.5M +23,907 +253%
CT
529
Chicago Trust
Illinois
$3.49M -$24.1K -230 -0.7%
SWM
530
SVA Wealth Management
Wisconsin
$3.44M +$124K +1,030 +4%
WC
531
Woodstock Corp
Massachusetts
$3.39M -$196K -1,870 -5%
AIS
532
Accurate Investment Solutions
Pennsylvania
$3.39M +$109K +1,041 +3%
GJIC
533
Gamble Jones Investment Counsel
California
$3.39M -$34.3K -328 -1%
BCM
534
Brookmont Capital Management
Texas
$3.38M -$3.35M -31,980 -50%
PC
535
Palo Capital
California
$3.33M +$145K +1,384 +5%
LFR
536
Lehman Financial Resources
Pennsylvania
$3.28M -$46.8K -447 -1%
PSUF
537
People's United Financial
Connecticut
$3.25M -$336K -3,214 -9%
NEI
538
Northwest & Ethical Investments
Ontario, Canada
$3.23M -$493K -4,710 -13%
AC
539
Addenda Capital
Quebec, Canada
$3.2M -$132K -1,312 -4%
BA
540
Bristlecone Advisors
Washington
$3.19M – – –
CCT
541
Country Club Trust
Missouri
$3.19M +$2.78M +26,541 +672%
MWAC
542
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.19M +$2.29M +21,842 +253%
III
543
Independent Investors Inc
New York
$3.16M – – –
AF
544
Ally Financial
Michigan
$3.14M +$523K +5,000 +20%
DBT
545
Dubuque Bank & Trust
Iowa
$3.13M +$199K +1,897 +7%
IMOV
546
Investment Management of Virginia
Virginia
$3.08M -$87.4K -835 -3%
HCM
547
Horrell Capital Management
Arkansas
$3.08M +$80K +764 +3%
VV
548
Verity & Verity
South Carolina
$3.06M +$866K +8,272 +39%
CA
549
Cornerstone Advisors
North Carolina
$3.05M – – –
EA
550
Edge Advisors
Georgia
$3.04M -$4.05M -38,692 -57%
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