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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 %
CIS
751
Connors Investor Services
Pennsylvania
$1.56M +$963K +9,200 +162%
RHBC
752
R.H. Bluestein & Co
Michigan
$1.55M +$370K +3,537 +32%
RC
753
Roundview Capital
New Jersey
$1.54M -$144K -1,378 -9%
HT
754
Heritage Trust
Oklahoma
$1.53M -$64.4K -615 -4%
CS
755
Comerica Securities
Michigan
$1.52M +$151K +1,443 +11%
RMAM
756
Raab & Moskowitz Asset Management
New Jersey
$1.51M +$1.78K +17 +0.1%
BBA
757
BLB&B Advisors
Pennsylvania
$1.51M +$10.8K +103 +0.7%
CSS
758
Cubist Systematic Strategies
Connecticut
$1.51M -$1.97M -18,777 -57%
ICM
759
Ionic Capital Management
New York
$1.51M +$774K +7,400 +106%
EI
760
EDMP Inc
Florida
$1.51M -$13.6K -130 -0.9%
NERM
761
New England Research & Management
Illinois
$1.5M +$228K +2,175 +18%
CPA
762
Cowen Prime Advisors
New York
$1.49M -$115K -1,100 -7%
RCM
763
Riverhead Capital Management
Delaware
$1.49M +$471K +4,500 +46%
AIP
764
Ameritas Investment Partners
Nebraska
$1.49M -$69.5K -664 -4%
PWW
765
Pettyjohn Wood & White
Virginia
$1.48M +$111K +1,065 +8%
SBA
766
Secrest Blakey & Associates
North Carolina
$1.48M +$139K +1,325 +10%
W
767
Wealthfront
California
$1.48M -$501K -4,788 -25%
PGIM
768
Pacific Global Investment Management
California
$1.48M -$7.85K -75 -0.5%
JA
769
JLB & Associates
Michigan
$1.47M – – –
GWM
770
Graybill Wealth Management
Illinois
$1.47M -$288K -2,750 -16%
CPO
771
Cerity Partners OCIO
New York
$1.46M +$46.9K +448 +3%
CT
772
Coastline Trust
Rhode Island
$1.46M -$107K -1,025 -7%
FMC
773
First Merchants Corp
Indiana
$1.45M – – –
AF
774
Alerus Financial
North Dakota
$1.44M +$8.37K +80 +0.6%
NHC
775
Nicholas Hoffman & Company
Georgia
$1.42M +$188K +1,801 +15%
29 30
31
32 33