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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 %
SLA
576
Silver Lake Advisory
Utah
$2.7M +$53.3K +509 +2%
CICI
577
Capital Investment Counsel Inc
North Carolina
$2.7M +$1.31M +12,557 +95%
BW
578
Bison Wealth
Georgia
$2.66M +$75.5K +721 +3%
BLAM
579
Bourne Lent Asset Management
New York
$2.66M +$37.7K +360 +1%
CI
580
Cigna Investments
Connecticut
$2.64M -$13.6K -130 -0.5%
CHC
581
City Holding Co
West Virginia
$2.64M +$71.6K +684 +3%
HWM
582
Holloway Wealth Management
Florida
$2.64M -$200K – –
BRA
583
Biechele Royce Advisors
Indiana
$2.63M +$2.63M +25,100 New
IHL
584
Investment House LLC
California
$2.62M -$212K -2,021 -7%
YMRC
585
Yorktown Management & Research Company
Virginia
$2.62M +$314K +3,000 +14%
SC
586
Shellback Capital
Massachusetts
$2.62M +$2.62M +25,000 New
NA
587
Neuburgh Advisers
California
$2.61M +$996K +9,520 +62%
PT
588
Plimoth Trust
Massachusetts
$2.61M +$275K +2,632 +12%
AIM
589
Anchor Investment Management
South Carolina
$2.6M -$11.8K -113 -0.5%
Daiwa Securities Group
590
Daiwa Securities Group
Japan
$2.59M +$167K +1,593 +7%
GAM
591
Griffin Asset Management
New York
$2.57M +$1.38M +13,150 +116%
PS
592
Pensionfund Sabic
Netherlands
$2.54M +$419K +4,000 +20%
BIM
593
Bridges Investment Management
Nebraska
$2.54M +$437K +4,176 +21%
Twin Tree Management
594
Twin Tree Management
Texas
$2.53M +$2.53M +24,133 New
VAM
595
Visionary Asset Management
Texas
$2.52M -$50.7K -480 -2%
TF
596
Tompkins Financial
New York
$2.51M +$62.6K +598 +3%
BAM
597
Boyar Asset Management
New York
$2.48M – – –
SW
598
SVB Wealth
Massachusetts
$2.48M -$89K -850 -3%
SC
599
Sawyer & Company
Massachusetts
$2.46M +$22K +210 +0.9%
IAA
600
Independent Advisor Alliance
North Carolina
$2.44M +$120K +1,157 +5%
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