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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 %
LIA
676
LS Investment Advisors
Michigan
$1.93M -$944K -9,022 -33%
MCIA
677
Mountain Capital Investment Advisors
Colorado
$1.92M – – –
FAM
678
Foothills Asset Management
Arizona
$1.92M -$66.5K -635 -3%
WWM
679
Willingdon Wealth Management
North Carolina
$1.92M +$1.91M +18,215 +14,012%
HWA
680
Heritage Wealth Advisors
Virginia
$1.9M +$206K +1,965 +12%
MERSOM
681
Municipal Employees' Retirement System of Michigan
Michigan
$1.89M +$25.1K +240 +1%
MCM
682
Mainstay Capital Management
Michigan
$1.88M -$18.5K -177 -1%
CANC
683
Culbertson A N & Co
Virginia
$1.87M -$8.69K -83 -0.5%
BCM
684
BTR Capital Management
California
$1.87M +$346K +3,310 +23%
Verition Fund Management
685
Verition Fund Management
Connecticut
$1.86M +$376K +3,596 +25%
CCMINC
686
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.86M -$18.3K -175 -1%
HPIA
687
Hamilton Point Investment Advisors
North Carolina
$1.85M +$57.4K +548 +3%
FCMC
688
Founders Capital Management (Connecticut)
Connecticut
$1.84M +$261K +2,510 +16%
CC
689
ClearArc Capital
Ohio
$1.84M +$5.86K +56 +0.3%
SCM
690
Stellar Capital Management
Arizona
$1.83M -$26.2K -250 -1%
VCA
691
Verdence Capital Advisors
Maryland
$1.82M +$329K +3,139 +22%
TWA
692
Tillar-Wenstrup Advisors
Ohio
$1.82M -$30.1K -288 -2%
ONB
693
Old National Bancorp
Indiana
$1.82M +$80.2K +766 +5%
CTC
694
Central Trust Company
Missouri
$1.8M -$37.1K -355 -2%
PA
695
Pinnacle Associates
New York
$1.79M +$8.27K +79 +0.5%
MA
696
Montag & Associates
Georgia
$1.79M -$2.22M -21,165 -55%
HFS
697
HL Financial Services
Kentucky
$1.79M -$99.9K -954 -5%
GIP
698
Granite Investment Partners
California
$1.78M – – –
SSWM
699
Smith Salley Wealth Management
North Carolina
$1.78M +$1.78M +16,994 New
ECM
700
Everence Capital Management
Indiana
$1.77M -$49.2K -470 -3%
26 27
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