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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 %
FFWA
776
FRG Family Wealth Advisors
Washington
$1.4M +$38.9K +372 +3%
SA
777
Strategic Advisors
New York
$1.4M +$3.56K +34 +0.3%
RM
778
Resource Management
Louisiana
$1.38M -$194K -1,855 -12%
FUBT
779
First United Bank & Trust
Maryland
$1.38M -$21.5K -205 -2%
RCM
780
Radnor Capital Management
Pennsylvania
$1.38M -$20.9K -200 -1%
Rockefeller Capital Management
781
Rockefeller Capital Management
New York
$1.37M +$1.37M +13,086 New
ACM
782
Azimuth Capital Management
Michigan
$1.37M -$5.97K -57 -0.4%
SACTSONJ
783
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M – – –
CAM
784
Chesapeake Asset Management
New York
$1.35M +$672K +6,426 +100%
FFBTD
785
First Financial Bank - Trust Division
Ohio
$1.33M -$40.6K -388 -3%
CB
786
Chemical Bank
Michigan
$1.33M +$152K +1,455 +13%
AIM
787
Achmea Investment Management
Netherlands
$1.32M -$2.35M -22,511 -64%
GWM
788
Geneos Wealth Management
Colorado
$1.31M +$91.8K +878 +8%
CL
789
CPWM LLC
Washington
$1.31M +$307K +2,932 +31%
LNWWM
790
Laird Norton Wetherby Wealth Management
California
$1.3M -$178K -1,701 -12%
CBB
791
Citizens Business Bank
California
$1.3M +$50.8K +485 +4%
LOAMS
792
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.3M -$51.3K -490 -4%
SL
793
Summitry LLC
California
$1.29M +$45.3K +433 +4%
ST
794
Spinnaker Trust
Maine
$1.29M +$13.2K +126 +1%
B
795
Barings
North Carolina
$1.28M – – –
WI
796
WrapManager Inc
California
$1.28M +$183K +1,746 +17%
AF
797
Arrow Financial
New York
$1.28M -$2.09K -20 -0.2%
LBC
798
Lowe Brockenbrough & Co
Virginia
$1.28M – – –
TNB
799
Thomasville National Bank
Georgia
$1.28M +$865K +8,271 +211%
TF
800
TIAA FSB
Florida
$1.27M -$30.9K -295 -2%
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