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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
526
Cypress Wealth Services
California
$3.88M -$297K -2,546 -7%
BONST
527
Bank of Nova Scotia Trust
Ontario, Canada
$3.86M -$97.6K -836 -2%
CT
528
Chicago Trust
Illinois
$3.83M -$40.3K -345 -1%
Public Sector Pension Investment Board (PSP Investments)
529
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M -$677K -5,800 -15%
BCM
530
Brookmont Capital Management
Texas
$3.78M +$3.85K +33 +0.1%
PC
531
Palo Capital
California
$3.78M +$62.8K +538 +2%
FA
532
FDx Advisors
Illinois
$3.75M -$1.81M -15,487 -33%
Assenagon Asset Management
533
Assenagon Asset Management
Luxembourg
$3.72M +$1.46M +12,482 +64%
PT
534
Plimoth Trust
Massachusetts
$3.7M +$101K +866 +3%
WC
535
Woodstock Corp
Massachusetts
$3.69M -$11.7K -100 -0.3%
NA
536
Neuburgh Advisers
California
$3.68M -$127K -1,088 -3%
LFR
537
Lehman Financial Resources
Pennsylvania
$3.66M +$46.8K +401 +1%
SWM
538
SVA Wealth Management
Wisconsin
$3.65M -$49.4K -423 -1%
GC
539
Gratus Capital
Georgia
$3.61M -$218K -1,866 -6%
HCM
540
Horrell Capital Management
Arkansas
$3.59M +$15.9K +136 +0.4%
SIM
541
Sentry Investment Management
Wisconsin
$3.55M -$1.8M -15,389 -34%
III
542
Independent Investors Inc
New York
$3.53M – – –
MWAC
543
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.51M -$21.6K -185 -0.6%
AF
544
Ally Financial
Michigan
$3.5M – – –
MME
545
Meag Munich Ergo
Germany
$3.48M -$3.56M -30,693 -51%
KRS
546
Kentucky Retirement Systems
Kentucky
$3.45M +$29.3K +251 +0.9%
TCM
547
Tradition Capital Management
New Jersey
$3.43M -$588K -5,038 -15%
WWM
548
Willingdon Wealth Management
North Carolina
$3.42M +$1.14M +9,722 +50%
M
549
MOTCO
Texas
$3.41M +$30.8K +264 +0.9%
Schroder Investment Management Group
550
Schroder Investment Management Group
United Kingdom
$3.41M +$250K +2,140 +8%
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