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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 %
FMW
751
Farr Miller & Washington
District of Columbia
$1.69M -$111K -953 -6%
IA
752
IFP Advisors
Florida
$1.68M -$155K -1,331 -8%
FWCM
753
Ferguson Wellman Capital Management
Oregon
$1.68M -$23.4M -199,996 -93%
SBA
754
Secrest Blakey & Associates
North Carolina
$1.68M -$32.2K -276 -2%
VWM
755
Valley Wealth Managers
New Jersey
$1.68M -$21K -180 -1%
GWM
756
Geneos Wealth Management
Colorado
$1.67M +$150K +1,285 +10%
RA
757
RFG Advisory
Alabama
$1.66M -$679K -5,816 -29%
RMAM
758
Raab & Moskowitz Asset Management
New Jersey
$1.65M -$9.57K -82 -0.6%
FFWA
759
FRG Family Wealth Advisors
Washington
$1.64M +$29.2K +250 +2%
CPIM
760
Columbia Partners Investment Management
Virginia
$1.64M -$222K -1,900 -12%
GWM
761
Graybill Wealth Management
Illinois
$1.64M – – –
BA
762
Bristlecone Advisors
Washington
$1.62M -$1.92M -16,411 -54%
ST
763
Spinnaker Trust
Maine
$1.61M +$141K +1,206 +10%
EI
764
EDMP Inc
Florida
$1.61M -$8.75K -75 -0.5%
SCM
765
Sterneck Capital Management
Missouri
$1.61M -$211K -1,809 -12%
HCM
766
Hutner Capital Management
Vermont
$1.59M +$21.7K +186 +1%
CPO
767
Cerity Partners OCIO
New York
$1.59M -$3.85K -33 -0.2%
BBA
768
BLB&B Advisors
Pennsylvania
$1.58M -$96.4K -826 -6%
JA
769
JLB & Associates
Michigan
$1.57M -$73.4K -629 -4%
GJIC
770
Gamble Jones Investment Counsel
California
$1.56M -$2.1M -18,009 -57%
MA
771
Montag & Associates
Georgia
$1.56M -$487K -4,171 -24%
CAM
772
Chesapeake Asset Management
New York
$1.56M +$332K +2,843 +27%
SA
773
Strategic Advisors
New York
$1.55M -$13.2K -113 -0.8%
Rockefeller Capital Management
774
Rockefeller Capital Management
New York
$1.54M – – –
CG
775
Caprock Group
Idaho
$1.54M -$297K -2,547 -16%
29 30
31
32 33