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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 %
GCA
601
Greenwood Capital Associates
South Carolina
$2.44M +$2.44M +23,307 New
GIM
602
Goelzer Investment Management
Indiana
$2.43M +$254K +2,430 +12%
MFG
603
Monte Financial Group
Connecticut
$2.42M +$684K +6,539 +40%
PFS
604
Prospera Financial Services
Texas
$2.4M +$118K +1,122 +5%
Schroder Investment Management Group
605
Schroder Investment Management Group
United Kingdom
$2.4M +$315K +3,013 +15%
MSAM
606
Moloney Securities Asset Management
Missouri
$2.39M -$113K -1,079 -5%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$2.39M +$501K +4,788 +27%
AMI
608
Amica Mutual Insurance
Rhode Island
$2.38M +$414K +3,960 +21%
DIA
609
Dean Investment Associates
Ohio
$2.38M +$1.13M +10,768 +90%
SC
610
Schulhoff & Co
Ohio
$2.38M +$168K +1,608 +8%
Hudson Bay Capital Management
611
Hudson Bay Capital Management
Connecticut
$2.36M +$2.36M +22,500 New
MHC
612
Meyer Handelman Company
New York
$2.34M – – –
ECM
613
ETrade Capital Management
Virginia
$2.31M +$314K +2,998 +16%
PRS
614
Pinkerton Retirement Specialists
Idaho
$2.3M -$240K -2,296 -9%
VFA
615
Valeo Financial Advisors
Indiana
$2.3M +$104K +990 +5%
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$2.3M +$23.2K +222 +1%
GLA
617
Good Life Advisors
Pennsylvania
$2.3M +$2.49K +24 +0.1%
Assenagon Asset Management
618
Assenagon Asset Management
Luxembourg
$2.29M -$2.34M -22,392 -51%
AWM
619
AE Wealth Management
Kansas
$2.28M -$13.5K -129 -0.6%
SAM
620
Silvercrest Asset Management
New York
$2.26M -$592K -5,660 -21%
FA
621
Fortis Advisors
Pennsylvania
$2.25M +$628 +6 +0%
II
622
IFM Investors
Australia
$2.25M +$223K +2,127 +11%
PA
623
Profund Advisors
Maryland
$2.24M -$193K -1,849 -8%
PAM
624
Paradigm Asset Management
New York
$2.22M -$147K -1,400 -6%
SLI
625
Sumitomo Life Insurance
Japan
$2.22M -$98K -936 -4%
23 24
25
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