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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
726
Independence Bank of Kentucky
Kentucky
$1.82M -$141K -1,210 -7%
MBTD
727
Mechanics Bank - Trust Department
California
$1.82M – – –
TCOT
728
Trust Company of Toledo
Ohio
$1.81M -$16.2K -139 -0.9%
AC
729
Addison Capital
Pennsylvania
$1.81M -$58.4K -500 -3%
CCM
730
Coe Capital Management
Illinois
$1.8M +$1.8M +15,408 New
PA
731
Profund Advisors
Maryland
$1.78M +$78.9K +676 +5%
TL
732
TrueWealth LLC
Georgia
$1.77M -$55.6K -476 -3%
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$1.77M +$84.5K +724 +5%
BE
734
Bonness Enterprises
District of Columbia
$1.76M – – –
EM
735
Excalibur Management
Massachusetts
$1.76M -$139K -1,190 -7%
NERM
736
New England Research & Management
Illinois
$1.75M -$114K -975 -6%
AP
737
Advisor Partners
California
$1.75M +$94.3K +808 +6%
BCFS
738
Butensky & Cohen Financial Security
Florida
$1.74M +$127K +1,085 +8%
RM
739
Resource Management
Louisiana
$1.74M +$7.24K +62 +0.4%
CIS
740
Connors Investor Services
Pennsylvania
$1.74M – – –
GHCM
741
Glen Harbor Capital Management
California
$1.73M -$59.8K -512 -3%
QC
742
Quadrature Capital
United Kingdom
$1.73M +$1.73M +14,820 New
FDS
743
Freedom Day Solutions
Texas
$1.72M -$107K -918 -6%
RC
744
Roundview Capital
New Jersey
$1.72M +$4.09K +35 +0.2%
CIC
745
Carnegie Investment Counsel
Ohio
$1.72M -$169K -1,534 -9%
CT
746
Coastline Trust
Rhode Island
$1.71M -$49.6K -425 -3%
HT
747
Heritage Trust
Oklahoma
$1.71M +$8.52K +73 +0.5%
AF
748
AMG Funds
Connecticut
$1.7M -$237K -2,026 -12%
WMSA
749
Weiss Multi-Strategy Advisers
New York
$1.69M -$14.2M -121,953 -89%
WTC
750
WhitTier Trust Company
Nevada
$1.69M -$138K -1,180 -8%
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