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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 %
LCM
701
Leisure Capital Management
California
$1.77M +$142K +1,353 +9%
YIA
702
YHB Investment Advisors
Connecticut
$1.77M +$1.77M +16,932 New
FAAS
703
First Allied Advisory Services
California
$1.77M -$33.2K -318 -2%
LM
704
Lincluden Management
Ontario, Canada
$1.77M – – –
WTC
705
WhitTier Trust Company
Nevada
$1.76M -$44.8K -428 -2%
NA
706
NewEdge Advisors
Louisiana
$1.75M -$62.4K -601 -3%
IA
707
IFP Advisors
Florida
$1.74M – – –
IC
708
Intersect Capital
California
$1.73M +$408K +3,898 +31%
IRF
709
IBM Retirement Fund
New York
$1.73M -$49.2K -470 -3%
CIC
710
Carnegie Investment Counsel
Ohio
$1.73M -$105K -911 -6%
HB
711
Homrich & Berg
Georgia
$1.73M +$110K +1,048 +7%
MBTD
712
Mechanics Bank - Trust Department
California
$1.72M -$99K -946 -5%
CB
713
Community Bank
New York
$1.71M -$67.6K -646 -4%
WA1
714
Wimmer Associates 1
California
$1.71M +$25.1K +240 +1%
TCOV
715
Trust Company of Vermont
Vermont
$1.71M +$419 +4 +0%
EM
716
Excalibur Management
Massachusetts
$1.7M +$917K +8,766 +117%
PFS
717
Physicians Financial Services
North Carolina
$1.7M +$216K +2,100 +15%
TAM
718
Tyers Asset Management
Texas
$1.69M +$645K +6,160 +62%
NIC
719
Northwest Investment Counselors
Oregon
$1.69M +$54.7K +523 +3%
ECAM
720
East Coast Asset Management
Massachusetts
$1.68M -$874K -8,353 -34%
FNB
721
Farmers National Bank
Kentucky
$1.68M +$94.3K +901 +6%
BDWM
722
Brewin Dolphin Wealth Management
Ireland
$1.68M +$386K +3,690 +30%
IBOK
723
Independence Bank of Kentucky
Kentucky
$1.68M +$251K +2,395 +18%
CPIM
724
Columbia Partners Investment Management
Virginia
$1.68M – – –
KJHP
725
K.J. Harrison & Partners
Ontario, Canada
$1.68M +$1.68M +16,000 New
27 28
29
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