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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 %
BHB
651
Bank Hapoalim BM
Israel
$2.14M +$60K +565 +3%
SPC
652
Sigma Planning Corp
Michigan
$2.14M -$73.6K -693 -3%
RA
653
RFG Advisory
Alabama
$2.13M +$1.92M +18,045 +899%
LAIC
654
Lederer & Associates Investment Counsel
California
$2.13M -$55.8K -525 -3%
CAM
655
Columbia Asset Management
Michigan
$2.13M -$30K -282 -1%
IR
656
IAT Reinsurance
New York
$2.13M – – –
PRS
657
Pinkerton Retirement Specialists
Idaho
$2.12M -$219K -2,064 -9%
NGA
658
Naples Global Advisors
Florida
$2.09M +$135K +1,271 +7%
Parallax Volatility Advisers
659
Parallax Volatility Advisers
California
$2.08M +$2.08M +19,606 New
Squarepoint
660
Squarepoint
New York
$2.08M +$2.08M +19,609 New
RCM
661
Riverhead Capital Management
Delaware
$2.08M +$571K +5,375 +38%
HWA
662
Heritage Wealth Advisors
Virginia
$2.08M +$151K +1,419 +8%
WWM
663
Willingdon Wealth Management
North Carolina
$2.08M +$129K +1,215 +7%
RWM
664
Rench Wealth Management
Texas
$2.07M -$27K -254 -1%
GG
665
Gofen & Glossberg
Illinois
$2.07M -$34.4K -324 -2%
MPAM
666
Murphy Pohlad Asset Management
Minnesota
$2.07M +$20.2K +190 +1%
Assenagon Asset Management
667
Assenagon Asset Management
Luxembourg
$2.06M -$260K -2,448 -11%
AUB
668
Atlantic Union Bankshares
Virginia
$2.06M -$43.6K -410 -2%
AMIM
669
Aull & Monroe Investment Management
Alabama
$2.06M -$12.8K -120 -0.6%
OIA
670
Optimum Investment Advisors
Illinois
$2.04M +$29.2K +275 +1%
CIC
671
Carnegie Investment Counsel
Ohio
$2.04M +$255K +2,144 +14%
SSB
672
Sandy Spring Bank
Maryland
$2.04M -$167K -1,573 -8%
VCA
673
Verdence Capital Advisors
Maryland
$2.03M +$182K +1,715 +10%
TA
674
Townsend & Associates
Colorado
$2.02M +$21.7K +204 +1%
SCM
675
Stellar Capital Management
Arizona
$2.02M +$169K +1,595 +9%
25 26
27
28 29