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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 %
SPC
626
Sigma Planning Corp
Michigan
$2.18M +$117K +1,114 +6%
THWM
627
Taylor Hoffman Wealth Management
Virginia
$2.17M – – –
SSA
628
Schonfeld Strategic Advisors
New York
$2.17M -$724K -6,917 -25%
SSB
629
Sandy Spring Bank
Maryland
$2.17M +$57K +545 +3%
AssetMark Inc
630
AssetMark Inc
California
$2.17M -$413K -3,946 -16%
FMT
631
First Mercantile Trust
Tennessee
$2.15M -$397K -3,791 -16%
LAIC
632
Lederer & Associates Investment Counsel
California
$2.15M -$12.6K -120 -0.6%
FCM
633
Flinton Capital Management
Pennsylvania
$2.15M +$821K +7,840 +62%
APFBOT
634
Amica Pension Fund Board of Trustees
Rhode Island
$2.15M +$414K +3,958 +24%
MAM
635
Martingale Asset Management
Massachusetts
$2.14M -$839K -8,009 -28%
LWAC
636
Laurel Wealth Advisors (California)
California
$2.13M -$157K -1,498 -7%
WFG
637
Wills Financial Group
Virginia
$2.13M +$9.1K +87 +0.4%
SCM
638
Sterneck Capital Management
Missouri
$2.13M +$2.13M +20,330 New
CAM
639
Columbia Asset Management
Michigan
$2.13M -$49.5K -473 -2%
TI
640
Trexquant Investment
Connecticut
$2.12M -$847K -8,098 -29%
KOCAA
641
Knights of Columbus Asset Advisors
Connecticut
$2.11M +$686K +6,550 +48%
TCM
642
Telos Capital Management
California
$2.1M +$52.7K +503 +3%
IR
643
IAT Reinsurance
New York
$2.09M – – –
SS
644
Simplicity Solutions
Minnesota
$2.08M -$50.5K -483 -2%
ZCA
645
Zeke Capital Advisors
Pennsylvania
$2.08M +$594K +5,674 +40%
GG
646
Gofen & Glossberg
Illinois
$2.07M -$55K -525 -3%
SCA
647
Stokes Capital Advisors
South Carolina
$2.07M +$182K +1,735 +10%
AUB
648
Atlantic Union Bankshares
Virginia
$2.07M +$289K +2,761 +16%
SCM
649
Shelton Capital Management
Colorado
$2.07M -$28.3K -270 -1%
RWM
650
Rench Wealth Management
Texas
$2.06M -$4.4K -42 -0.2%
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