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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 %
QAM
651
Quantres Asset Management
Cayman Islands
$2.3M +$1.1M +9,400 +91%
AUB
652
Atlantic Union Bankshares
Virginia
$2.29M +$30.6K +262 +1%
USGIU
653
U.S. Global Investors (USGI)
Texas
$2.28M +$275K +2,359 +14%
AMIM
654
Aull & Monroe Investment Management
Alabama
$2.28M +$17.5K +150 +0.8%
IMOV
655
Investment Management of Virginia
Virginia
$2.27M -$1.16M -9,935 -34%
TA
656
Townsend & Associates
Colorado
$2.25M +$21K +180 +0.9%
AWM
657
Avitas Wealth Management
California
$2.25M +$39.2K +336 +2%
SCM
658
Stellar Capital Management
Arizona
$2.24M +$14.4K +123 +0.6%
SW
659
SVB Wealth
Massachusetts
$2.24M -$180K -1,545 -7%
BIA
660
BMT Investment Advisors
Pennsylvania
$2.23M +$176K +1,512 +9%
IHL
661
Investment House LLC
California
$2.23M -$676K -5,793 -23%
AssetMark Inc
662
AssetMark Inc
California
$2.22M -$152K -1,298 -6%
RCM
663
Riverhead Capital Management
Delaware
$2.22M -$70.8K -606 -3%
PCTC
664
Perkins Coie Trust Company
Washington
$2.22M +$4.32K +37 +0.2%
GG
665
Gofen & Glossberg
Illinois
$2.21M -$56.9K -487 -3%
MPAM
666
Murphy Pohlad Asset Management
Minnesota
$2.21M -$64.2K -550 -3%
MHI
667
Miller Howard Investments
New York
$2.21M -$41.4M -354,518 -95%
SLF
668
Sun Life Financial
Ontario, Canada
$2.2M +$110K +941 +5%
LSA
669
L & S Advisors
California
$2.2M +$1.16M +9,919 +112%
IC
670
Intersect Capital
California
$2.18M -$17.7K -152 -0.8%
ECM
671
Everence Capital Management
Indiana
$2.17M – – –
CI
672
Cigna Investments
Connecticut
$2.17M -$170K -1,600 -7%
MIM
673
Miller Investment Management
Pennsylvania
$2.17M – – –
SSB
674
Sandy Spring Bank
Maryland
$2.17M -$71.8K -615 -3%
BOTW
675
Bank of the West
California
$2.16M -$15.5K -133 -0.7%
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