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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 %
BW
551
Bison Wealth
Georgia
$2.65M -$3.41K -35 -0.1%
FCM
552
Flinton Capital Management
Pennsylvania
$2.64M +$109K +1,120 +4%
Cerity Partners
553
Cerity Partners
New York
$2.62M -$70.5K -723 -3%
CANC
554
Culbertson A N & Co
Virginia
$2.61M -$63.8K -654 -2%
IAA
555
Independent Advisor Alliance
North Carolina
$2.61M +$18.7K +192 +0.7%
CM
556
Capital Management
Virginia
$2.6M +$2.6M +26,669 New
AIM
557
Anchor Investment Management
South Carolina
$2.59M +$9.27K +95 +0.4%
GP
558
Girard Partners
Pennsylvania
$2.59M -$189K -1,942 -7%
SWMG
559
Signature Wealth Management Group
Georgia
$2.58M +$2.47M +25,304 +2,269%
MFG
560
Monte Financial Group
Connecticut
$2.56M +$309K +3,165 +14%
AAM
561
Auxier Asset Management
Oregon
$2.56M +$4.58K +47 +0.2%
BB
562
Bell Bank
North Dakota
$2.56M -$17.4K -178 -0.7%
DIA
563
Dean Investment Associates
Ohio
$2.51M +$107K +1,094 +4%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$2.5M +$309K +3,164 +14%
MERSOM
565
Municipal Employees' Retirement System of Michigan
Michigan
$2.48M +$2.48M +25,420 New
BP
566
Ballentine Partners
Massachusetts
$2.47M -$121K -1,239 -5%
Teacher Retirement System of Texas
567
Teacher Retirement System of Texas
Texas
$2.45M -$6.88M -70,561 -74%
YMRC
568
Yorktown Management & Research Company
Virginia
$2.44M – – –
V
569
Veritable
Delaware
$2.43M -$292K -2,997 -11%
LWAC
570
Laurel Wealth Advisors (California)
California
$2.42M +$465K +4,769 +24%
TAM
571
Tiverton Asset Management
Delaware
$2.42M -$216K -2,213 -8%
SC
572
Schulhoff & Co
Ohio
$2.4M +$41.9K +430 +2%
TRCT
573
Tower Research Capital (TRC)
New York
$2.4M +$1.78M +18,214 +286%
PWS
574
Peloton Wealth Strategists
Indiana
$2.39M -$87.7K -899 -4%
CAM
575
Columbia Asset Management
Michigan
$2.38M +$263K +2,700 +12%
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