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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.79B
2
VVP
Vulcan Value Partners
Alabama
+$308M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$64.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
EVM
Eaton Vance Management
Massachusetts
-$204M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$155M
4
Lazard Asset Management
Lazard Asset Management
New York
-$121M
5
BlackRock
BlackRock
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
626
Benjamin F. Edwards & Company
Missouri
$2.36M -$68.1K -641 -3%
SLI
627
Sumitomo Life Insurance
Japan
$2.35M +$95K +894 +4%
DAS
628
Dynamic Advisor Solutions
Arizona
$2.35M +$1.64M +15,487 +234%
Cohen & Steers
629
Cohen & Steers
New York
$2.34M +$2.09M +19,670 +828%
CI
630
Cigna Investments
Connecticut
$2.33M -$347K -3,265 -13%
CC
631
ClearArc Capital
Ohio
$2.33M +$459K +4,322 +25%
GLA
632
Good Life Advisors
Pennsylvania
$2.31M -$45.3K -426 -2%
B
633
Barings
North Carolina
$2.31M +$1M +9,435 +77%
FA
634
Fortis Advisors
Pennsylvania
$2.29M +$531 +5 +0%
CC
635
Courier Capital
New York
$2.29M +$1.82M +17,128 +388%
SLA
636
Silver Lake Advisory
Utah
$2.28M -$579K -5,234 -20%
SAM
637
Silvercrest Asset Management
New York
$2.28M -$19.6K -184 -0.9%
MSAM
638
Moloney Securities Asset Management
Missouri
$2.27M -$158K -1,491 -7%
PAM
639
Paradigm Asset Management
New York
$2.25M – – –
TAM
640
Tyers Asset Management
Texas
$2.24M +$524K +4,928 +31%
TCM
641
Telos Capital Management
California
$2.24M +$107K +1,008 +5%
SCA
642
Stokes Capital Advisors
South Carolina
$2.23M +$127K +1,195 +6%
SS
643
Simplicity Solutions
Minnesota
$2.21M +$95.4K +898 +5%
THWM
644
Taylor Hoffman Wealth Management
Virginia
$2.2M – – –
SW
645
SVB Wealth
Massachusetts
$2.2M -$315K -2,966 -13%
APFBOT
646
Amica Pension Fund Board of Trustees
Rhode Island
$2.18M – – –
AssetMark Inc
647
AssetMark Inc
California
$2.16M -$42K -395 -2%
DTL
648
Dynamic Technology Lab
Singapore
$2.16M +$1.64M +15,434 +316%
LWAC
649
Laurel Wealth Advisors (California)
California
$2.15M -$5.74K -54 -0.3%
MYAM
650
Meiji Yasuda Asset Management
Japan
$2.15M -$677K -6,370 -24%
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