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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.79B
2
VVP
Vulcan Value Partners
Alabama
+$308M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$64.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
EVM
Eaton Vance Management
Massachusetts
-$204M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$155M
4
Lazard Asset Management
Lazard Asset Management
New York
-$121M
5
BlackRock
BlackRock
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFR
551
Lehman Financial Resources
Pennsylvania
$3.29M -$42.3K -398 -1%
II
552
IFM Investors
Australia
$3.29M +$1.01M +9,493 +44%
AC
553
Addenda Capital
Quebec, Canada
$3.29M +$29.8K +292 +0.9%
PT
554
Plimoth Trust
Massachusetts
$3.27M +$622K +5,852 +23%
SAM
555
Sompo Asset Management
Japan
$3.26M -$1.5M -14,160 -32%
HCM
556
Horrell Capital Management
Arkansas
$3.25M +$128K +1,205 +4%
BA
557
Bristlecone Advisors
Washington
$3.22M -$21.2K -200 -0.7%
MWAC
558
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.21M -$27.9K -263 -0.9%
III
559
Independent Investors Inc
New York
$3.21M – – –
AF
560
Ally Financial
Michigan
$3.19M – – –
PIA
561
Piedmont Investment Advisors
North Carolina
$3.16M -$7.84M -73,811 -71%
IMOV
562
Investment Management of Virginia
Virginia
$3.13M -$5.31K -50 -0.2%
KRS
563
Kentucky Retirement Systems
Kentucky
$3.11M -$706K -6,642 -18%
CA
564
Cornerstone Advisors
North Carolina
$3.09M – – –
M
565
MOTCO
Texas
$3.08M +$140K +1,320 +5%
RP
566
Rowlandmiller & Partners
Georgia
$3.07M +$78.1K +737 +3%
IG
567
ING Group
Netherlands
$3.03M +$2.23M +21,035 +282%
BRM
568
Boston Research & Management
Massachusetts
$3.02M -$44.6K -420 -1%
CAMG
569
CWA Asset Management Group
Florida
$3.01M +$254K +2,394 +9%
TAM
570
Tiverton Asset Management
Delaware
$3.01M +$183K +1,725 +6%
ATFA
571
All Terrain Financial Advisors
Minnesota
$3M +$20.6K +194 +0.7%
AWP
572
Ascent Wealth Partners
New York
$2.98M +$22.7K +214 +0.8%
GP
573
Girard Partners
Pennsylvania
$2.97M +$166K +1,558 +6%
ECM
574
EagleClaw Capital Management
Massachusetts
$2.97M +$2.66K +25 +0.1%
HAG
575
HighPoint Advisor Group
Illinois
$2.95M -$88.2K -728 -3%
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