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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 %
PCTC
676
Perkins Coie Trust Company
Washington
$2.01M +$29.7K +280 +2%
PAM
677
Panagora Asset Management
Massachusetts
$2.01M +$43.3K +408 +2%
AWM
678
Avitas Wealth Management
California
$2.01M +$2.01M +18,894 New
IC
679
Intersect Capital
California
$2M +$240K +2,258 +14%
HWA
680
Heritage Way Advisors
Illinois
$2M +$351K +3,300 +21%
MPIA
681
Mountain Pacific Investment Advisers
Idaho
$1.99M -$10.6K -100 -0.5%
NHC
682
Nicholas Hoffman & Company
Georgia
$1.99M +$552K +5,191 +38%
BOTW
683
Bank of the West
California
$1.98M +$23.6K +222 +1%
ECM
684
Everence Capital Management
Indiana
$1.98M +$177K +1,670 +10%
MIM
685
Miller Investment Management
Pennsylvania
$1.97M – – –
KOCAA
686
Knights of Columbus Asset Advisors
Connecticut
$1.97M -$170K -1,600 -8%
FAM
687
Foothills Asset Management
Arizona
$1.95M – – –
CFB
688
Cullen/Frost Bankers
Texas
$1.94M -$118K -1,112 -6%
HI
689
Harrington Investments
California
$1.94M -$28.7K -270 -1%
VSWA
690
Vontobel Swiss Wealth Advisors
Switzerland
$1.94M -$71.1K -669 -4%
HIM
691
Harbour Investment Management
Washington
$1.91M -$74.4K -700 -4%
SLF
692
Sun Life Financial
Ontario, Canada
$1.9M +$1.69M +15,893 +802%
BCM
693
BTR Capital Management
California
$1.89M -$10.6K -100 -0.6%
FNT
694
First National Trust
Pennsylvania
$1.88M -$77.2K -727 -4%
HPIA
695
Hamilton Point Investment Advisors
North Carolina
$1.88M +$1.17K +11 +0.1%
CCMINC
696
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.88M -$3.4K -32 -0.2%
FMTCOCP
697
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.88M -$109K -1,030 -6%
BIA
698
BMT Investment Advisors
Pennsylvania
$1.87M -$159K -1,500 -8%
MAM
699
Martingale Asset Management
Massachusetts
$1.87M -$308K -2,899 -14%
MA
700
Montag & Associates
Georgia
$1.86M +$50K +471 +3%
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