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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 %
Verition Fund Management
701
Verition Fund Management
Connecticut
$1.86M -$27.7K -261 -1%
TCM
702
Tradewinds Capital Management
Washington
$1.86M -$112K -1,051 -6%
SGAM
703
Steinberg Global Asset Management
Florida
$1.86M -$1.06M -9,955 -36%
SSWM
704
Smith Salley Wealth Management
North Carolina
$1.86M +$49.1K +462 +3%
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$1.85M +$1.55M +14,629 +523%
FAAS
706
First Allied Advisory Services
California
$1.85M +$52.1K +492 +3%
HB
707
Homrich & Berg
Georgia
$1.84M +$88K +829 +5%
TCOV
708
Trust Company of Vermont
Vermont
$1.83M +$97.6K +919 +6%
LIA
709
LS Investment Advisors
Michigan
$1.83M -$127K -1,199 -7%
PA
710
Pinnacle Associates
New York
$1.83M +$12.2K +115 +0.7%
FCMC
711
Founders Capital Management (Connecticut)
Connecticut
$1.83M -$56.8K -535 -3%
USGIU
712
U.S. Global Investors (USGI)
Texas
$1.83M +$1.83M +17,200 New
CTC
713
Central Trust Company
Missouri
$1.82M -$7.97K -75 -0.4%
TWA
714
Tillar-Wenstrup Advisors
Ohio
$1.8M -$46.2K -435 -2%
GIP
715
Granite Investment Partners
California
$1.8M -$10.6K -100 -0.6%
LM
716
Lincluden Management
Ontario, Canada
$1.8M – – –
YIA
717
YHB Investment Advisors
Connecticut
$1.8M -$2.66K -25 -0.1%
BCMO
718
Buckingham Capital Management (Ohio)
Ohio
$1.79M -$188K -1,765 -9%
MCM
719
Mainstay Capital Management
Michigan
$1.79M -$119K -1,124 -6%
IBOK
720
Independence Bank of Kentucky
Kentucky
$1.78M +$80.2K +755 +5%
BDWM
721
Brewin Dolphin Wealth Management
Ireland
$1.78M +$77.5K +730 +5%
PP
722
Paloma Partners
Connecticut
$1.78M +$1.78M +16,736 New
PFS
723
Physicians Financial Services
North Carolina
$1.77M +$20.8K +196 +1%
AF
724
AMG Funds
Connecticut
$1.76M -$278K -2,615 -14%
CB
725
Community Bank
New York
$1.76M +$18.8K +177 +1%
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