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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
676
BTR Capital Management
California
$1.6M -$128K -1,310 -7%
BDWM
677
Brewin Dolphin Wealth Management
Ireland
$1.6M -$73.1K -750 -4%
FA
678
Fagan Associates
New York
$1.58M -$156K -1,605 -9%
LWANC
679
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M +$1.57M +16,048 New
CB
680
Community Bank
New York
$1.56M -$1.95K -20 -0.1%
SCA
681
Stokes Capital Advisors
South Carolina
$1.56M -$476K -4,880 -23%
LHC
682
Little House Capital
Massachusetts
$1.56M +$1.56M +15,951 New
TCM
683
Tradewinds Capital Management
Washington
$1.55M -$113K -1,157 -7%
ST
684
Spinnaker Trust
Maine
$1.55M +$205K +2,101 +15%
CTC
685
Central Trust Company
Missouri
$1.55M -$145K -1,483 -9%
IBOK
686
Independence Bank of Kentucky
Kentucky
$1.55M +$25.4K +260 +2%
CIA
687
CSat Investment Advisory
Michigan
$1.54M -$33.2K -340 -2%
SGAM
688
Steinberg Global Asset Management
Florida
$1.52M -$141K -1,447 -8%
TCOT
689
Trust Company of Toledo
Ohio
$1.52M +$3.02K +31 +0.2%
GHCM
690
Glen Harbor Capital Management
California
$1.51M +$62.4K +640 +4%
MBTD
691
Mechanics Bank - Trust Department
California
$1.5M -$19.5K -200 -1%
EM
692
Excalibur Management
Massachusetts
$1.49M +$21.1K +216 +1%
BWP
693
Bernardo Wealth Planning
Pennsylvania
$1.49M +$1.49M +15,253 New
TWA
694
Tillar-Wenstrup Advisors
Ohio
$1.47M -$124K -1,276 -8%
BCMO
695
Buckingham Capital Management (Ohio)
Ohio
$1.47M -$91K -933 -6%
BE
696
Bonness Enterprises
District of Columbia
$1.47M – – –
HT
697
Heritage Trust
Oklahoma
$1.46M +$38.3K +393 +3%
WA1
698
Wimmer Associates 1
California
$1.46M -$93.6K -960 -6%
RM
699
Resource Management
Louisiana
$1.46M +$1.07K +11 +0.1%
EF
700
Exeter Financial
Arizona
$1.45M +$646K +6,625 +80%
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