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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 %
VFA
601
Valeo Financial Advisors
Indiana
$2.13M -$46K -472 -2%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$2.13M +$4.88K +50 +0.2%
NGA
603
Naples Global Advisors
Florida
$2.12M +$158K +1,599 +8%
SPC
604
Sigma Planning Corp
Michigan
$2.12M +$62.2K +638 +3%
B
605
Barings
North Carolina
$2.11M – – –
DWA
606
Douglass Winthrop Advisors
New York
$2.11M +$1.46M +14,925 +224%
FA
607
Fortis Advisors
Pennsylvania
$2.1M +$585 +6 +0%
THWM
608
Taylor Hoffman Wealth Management
Virginia
$2.09M +$62.4K +640 +3%
AI
609
Atria Investments
North Carolina
$2.08M -$3.4M -34,871 -62%
TAM
610
Tyers Asset Management
Texas
$2.07M +$85.8K +880 +4%
BIA
611
BMT Investment Advisors
Pennsylvania
$2.06M +$195K +2,000 +10%
MA
612
Montag & Associates
Georgia
$2.06M +$758K +7,767 +58%
AT
613
Arden Trust
Delaware
$2.06M -$12.4K -127 -0.6%
KOCAA
614
Knights of Columbus Asset Advisors
Connecticut
$2.04M – – –
BHB
615
Bank Hapoalim BM
Israel
$2.02M -$49K -503 -2%
IC
616
Intersect Capital
California
$2.01M +$183K +1,879 +10%
APFBOT
617
Amica Pension Fund Board of Trustees
Rhode Island
$2M – – –
CI
618
Cigna Investments
Connecticut
$1.99M +$3.12K +32 +0.2%
AWM
619
AE Wealth Management
Kansas
$1.99M +$5.66K +58 +0.3%
BIM
620
Bridges Investment Management
Nebraska
$1.99M -$312K -3,201 -14%
PSUF
621
People's United Financial
Connecticut
$1.98M -$291K -2,981 -13%
HWA
622
Heritage Wealth Advisors
Virginia
$1.97M -$127K -1,300 -6%
RWM
623
Rench Wealth Management
Texas
$1.97M +$39.4K +404 +2%
LAIC
624
Lederer & Associates Investment Counsel
California
$1.96M -$59K -605 -3%
SAM
625
Silvercrest Asset Management
New York
$1.96M -$50.3K -516 -3%
23 24
25
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