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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 %
CIS
701
Connors Investor Services
Pennsylvania
$1.45M – – –
SSWM
702
Smith Salley Wealth Management
North Carolina
$1.45M -$164K -1,684 -10%
CT
703
Coastline Trust
Rhode Island
$1.45M +$21.5K +220 +2%
TL
704
TrueWealth LLC
Georgia
$1.44M -$43.5K -446 -3%
NHC
705
Nicholas Hoffman & Company
Georgia
$1.43M -$628K -6,436 -30%
SCM
706
Sterneck Capital Management
Missouri
$1.43M +$89.7K +920 +7%
SBA
707
Secrest Blakey & Associates
North Carolina
$1.43M +$26.7K +274 +2%
NERM
708
New England Research & Management
Illinois
$1.43M -$32.7K -335 -2%
AC
709
Addison Capital
Pennsylvania
$1.43M -$83.1K -852 -6%
UH
710
Unigestion Holding
Switzerland
$1.42M -$13.4M -137,654 -90%
WTC
711
WhitTier Trust Company
Nevada
$1.41M -$5.37K -55 -0.4%
MYLI
712
Meiji Yasuda Life Insurance
Japan
$1.4M -$324K -3,319 -19%
FMW
713
Farr Miller & Washington
District of Columbia
$1.39M -$22K -225 -2%
Capstone Investment Advisors
714
Capstone Investment Advisors
New York
$1.37M +$964K +9,888 +237%
GWM
715
Graybill Wealth Management
Illinois
$1.37M – – –
SL
716
Summitry LLC
California
$1.37M +$126K +1,296 +10%
CGM
717
Centenus Global Management
New York
$1.37M +$1.37M +14,000 New
HCM
718
Hutner Capital Management
Vermont
$1.36M +$31.7K +325 +2%
SXL
719
Summit X LLC
Missouri
$1.35M +$369K +3,876 +38%
SFA
720
Sequoia Financial Advisors
Ohio
$1.35M +$636K +6,526 +89%
LBC
721
Lowe Brockenbrough & Co
Virginia
$1.35M +$97.5K +1,000 +8%
MCM
722
Mainstay Capital Management
Michigan
$1.35M -$144K -1,512 -10%
EI
723
EDMP Inc
Florida
$1.34M +$975 +10 +0.1%
AFS
724
Access Financial Services
Minnesota
$1.34M -$199K -2,039 -13%
KRSITF
725
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M +$63.8K +654 +5%
27 28
29
30 31