UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
626
Arden Trust
Delaware
$2.48M -$153K -1,311 -6%
BHB
627
Bank Hapoalim BM
Israel
$2.48M +$123K +1,057 +5%
NHC
628
Nicholas Hoffman & Company
Georgia
$2.47M +$283K +2,424 +13%
SPC
629
Sigma Planning Corp
Michigan
$2.47M +$114K +975 +5%
TCM
630
Telos Capital Management
California
$2.46M -$1.75K -15 -0.1%
KOCAA
631
Knights of Columbus Asset Advisors
Connecticut
$2.44M +$280K +2,400 +13%
SCA
632
Stokes Capital Advisors
South Carolina
$2.43M -$13.4K -115 -0.5%
THWM
633
Taylor Hoffman Wealth Management
Virginia
$2.42M – – –
LAIC
634
Lederer & Associates Investment Counsel
California
$2.42M +$80K +685 +3%
VCA
635
Verdence Capital Advisors
Maryland
$2.41M +$177K +1,520 +8%
SAM
636
Silvercrest Asset Management
New York
$2.41M -$95.6K -819 -4%
APFBOT
637
Amica Pension Fund Board of Trustees
Rhode Island
$2.4M – – –
MSAM
638
Moloney Securities Asset Management
Missouri
$2.39M -$102K -877 -4%
TAM
639
Tyers Asset Management
Texas
$2.38M -$82.2K -704 -3%
VFA
640
Valeo Financial Advisors
Indiana
$2.38M +$11K +103 +0.5%
AWM
641
AE Wealth Management
Kansas
$2.37M +$669K +5,730 +39%
SS
642
Simplicity Solutions
Minnesota
$2.36M -$62.7K -537 -3%
OIA
643
Optimum Investment Advisors
Illinois
$2.35M +$105K +900 +5%
LWAC
644
Laurel Wealth Advisors (California)
California
$2.34M -$26.1K -224 -1%
IR
645
IAT Reinsurance
New York
$2.34M – – –
HWA
646
Heritage Way Advisors
Illinois
$2.32M +$128K +1,100 +6%
NGA
647
Naples Global Advisors
Florida
$2.32M +$19.1K +164 +0.8%
PRS
648
Pinkerton Retirement Specialists
Idaho
$2.32M -$8.29K -71 -0.4%
CSS
649
Cubist Systematic Strategies
Connecticut
$2.31M -$6.28M -53,749 -73%
RWM
650
Rench Wealth Management
Texas
$2.31M +$33K +283 +1%
24 25
26
27 28