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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 %
MBTD
751
Mechanics Bank - Trust Department
California
$1.65M -$96K -904 -5%
Hudson Bay Capital Management
752
Hudson Bay Capital Management
Connecticut
$1.65M -$744K -7,000 -31%
FMW
753
Farr Miller & Washington
District of Columbia
$1.64M +$9.14K +86 +0.6%
CIA
754
CSat Investment Advisory
Michigan
$1.64M +$1.64M +15,431 New
GHCM
755
Glen Harbor Capital Management
California
$1.63M +$381K +3,584 +31%
CS
756
Comerica Securities
Michigan
$1.62M +$77.8K +732 +5%
BE
757
Bonness Enterprises
District of Columbia
$1.6M – – –
CT
758
Coastline Trust
Rhode Island
$1.6M +$122K +1,153 +8%
CIS
759
Connors Investor Services
Pennsylvania
$1.58M – – –
RM
760
Resource Management
Louisiana
$1.58M +$178K +1,676 +13%
RC
761
Roundview Capital
New Jersey
$1.56M – – –
SBA
762
Secrest Blakey & Associates
North Carolina
$1.56M +$53.9K +507 +4%
IRF
763
IBM Retirement Fund
New York
$1.55M -$206K -1,943 -12%
PA
764
Profund Advisors
Maryland
$1.55M -$718K -6,762 -32%
CG
765
Cutler Group
California
$1.55M +$1.55M +14,595 New
AWM
766
AE Wealth Management
Kansas
$1.55M -$764K -7,194 -33%
VWM
767
Valley Wealth Managers
New Jersey
$1.54M -$49.9K -470 -3%
HT
768
Heritage Trust
Oklahoma
$1.54M -$8.18K -77 -0.5%
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$1.53M +$206K +1,942 +16%
BBA
770
BLB&B Advisors
Pennsylvania
$1.53M -$7.97K -75 -0.5%
HI
771
HBK Investments
Texas
$1.52M +$1.52M +14,300 New
RMAM
772
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$30.8K -290 -2%
AP
773
Advisor Partners
California
$1.5M +$267K +2,512 +22%
JA
774
JLB & Associates
Michigan
$1.49M -$425 -4 -0%
GWM
775
Graybill Wealth Management
Illinois
$1.49M – – –
29 30
31
32 33