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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 %
BRM
551
Boston Research & Management
Massachusetts
$3.02M +$60.7K +580 +2%
BS
552
Banco Santander
Spain
$2.98M +$1.04M +9,926 +54%
RP
553
Rowlandmiller & Partners
Georgia
$2.97M -$20.6K -196 -0.7%
HT
554
HAP Trading
New York
$2.95M -$5.42M -51,790 -65%
DWA
555
Douglass Winthrop Advisors
New York
$2.94M +$86.9K +830 +3%
ATFA
556
All Terrain Financial Advisors
Minnesota
$2.93M +$116K +1,108 +4%
HAG
557
HighPoint Advisor Group
Illinois
$2.92M +$549K +4,710 +23%
ECM
558
EagleClaw Capital Management
Massachusetts
$2.92M -$5.23K -50 -0.2%
CIA
559
Capital Investment Advisors
Georgia
$2.92M +$1.49M +14,238 +104%
AWP
560
Ascent Wealth Partners
New York
$2.92M -$111K -1,058 -4%
M
561
MOTCO
Texas
$2.89M +$196K +1,868 +7%
PMG
562
ProVise Management Group
Florida
$2.89M +$34.5K +330 +1%
LMGAM
563
Liberty Mutual Group Asset Management
Massachusetts
$2.87M – – –
SGAM
564
Steinberg Global Asset Management
Florida
$2.87M -$643K -6,140 -18%
VFA
565
Voya Financial Advisors
Connecticut
$2.86M +$19.7K +192 +0.7%
BB
566
Bell Bank
North Dakota
$2.83M +$1.39M +13,281 +96%
MYAM
567
Meiji Yasuda Asset Management
Japan
$2.79M +$265K +2,530 +11%
TAM
568
Tiverton Asset Management
Delaware
$2.79M +$1.59M +15,154 +132%
GIA
569
Granite Investment Advisors
New Hampshire
$2.77M -$85.2K -814 -3%
GP
570
Girard Partners
Pennsylvania
$2.77M +$81.9K +782 +3%
Pacer Advisors
571
Pacer Advisors
Pennsylvania
$2.76M +$446K +4,257 +19%
OFG
572
OmniStar Financial Group
North Carolina
$2.76M -$196K -1,868 -7%
AAM
573
Auxier Asset Management
Oregon
$2.74M +$1.36M +13,002 +99%
CAMG
574
CWA Asset Management Group
Florida
$2.72M +$1.01M +9,644 +59%
PWS
575
Peloton Wealth Strategists
Indiana
$2.71M +$105 +1 +0%
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