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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 %
FA
726
Fagan Associates
New York
$1.75M +$107K +1,010 +7%
PAM
727
Palisade Asset Management
Minnesota
$1.75M +$117K +1,100 +7%
NIC
728
Northwest Investment Counselors
Oregon
$1.73M +$10.9K +103 +0.6%
LCM
729
Leisure Capital Management
California
$1.72M -$74.4K -700 -4%
EM
730
Excalibur Management
Massachusetts
$1.72M -$3.51K -33 -0.2%
WA1
731
Wimmer Associates 1
California
$1.72M -$13.3K -125 -0.8%
FNB
732
Farmers National Bank
Kentucky
$1.72M +$13.3K +125 +0.8%
KJHP
733
K.J. Harrison & Partners
Ontario, Canada
$1.7M – – –
AC
734
Addison Capital
Pennsylvania
$1.7M +$101K +950 +6%
CPIM
735
Columbia Partners Investment Management
Virginia
$1.7M -$5.52K -52 -0.3%
NERM
736
New England Research & Management
Illinois
$1.69M +$170K +1,600 +11%
BRA
737
Biechele Royce Advisors
Indiana
$1.69M +$779K +21,355 +85%
ACM
738
Alta Capital Management
Utah
$1.69M +$21K +198 +1%
ONB
739
Old National Bancorp
Indiana
$1.69M -$160K -1,502 -9%
AFS
740
Access Financial Services
Minnesota
$1.69M +$33.6K +316 +2%
QIM
741
Quantitative Investment Management
Virginia
$1.68M -$8M -75,300 -83%
IA
742
IFP Advisors
Florida
$1.67M +$120K +1,132 +8%
ECAM
743
East Coast Asset Management
Massachusetts
$1.67M -$36.9K -347 -2%
CG
744
Caprock Group
Idaho
$1.67M +$3.61K +34 +0.2%
WTC
745
WhitTier Trust Company
Nevada
$1.67M -$125K -1,173 -7%
TL
746
TrueWealth LLC
Georgia
$1.67M +$14.7K +138 +0.9%
FDS
747
Freedom Day Solutions
Texas
$1.67M +$25.3K +238 +2%
TCOT
748
Trust Company of Toledo
Ohio
$1.66M +$22.5K +212 +1%
FB
749
Fulton Bank
Pennsylvania
$1.66M -$36.5K -344 -2%
SCM
750
Sterneck Capital Management
Missouri
$1.65M -$506K -4,765 -23%
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