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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
776
Edge Wealth Management
New York
$1.15M – – –
CFA
777
Carroll Financial Associates
North Carolina
$1.14M +$82.3K +846 +8%
KTM
778
Keeler Thomas Management
Utah
$1.14M +$234K +2,399 +26%
SB
779
Simmons Bank
Arkansas
$1.13M -$72.6K -745 -6%
JWM
780
JGP Wealth Management
Oregon
$1.13M -$150K -1,539 -12%
SCM
781
Shelton Capital Management
Colorado
$1.13M – – –
OWD
782
Osborn Williams & Donohoe
Ohio
$1.13M -$29.3K -300 -3%
FBT
783
First Bankers Trust
Kentucky
$1.13M +$516K +5,288 +85%
AF
784
AMG Funds
Connecticut
$1.12M -$298K -3,052 -21%
NSB
785
Norway Savings Bank
Maine
$1.11M +$40K +410 +4%
FHB
786
First Hawaiian Bank
Hawaii
$1.11M +$249K +2,557 +29%
MAS
787
Managed Account Services
Florida
$1.09M +$1.09M +10,740 New
TC
788
TownSquare Capital
Utah
$1.09M +$1.09M +10,089 New
AWM
789
Alterna Wealth Management
Texas
$1.09M +$1.09M +9,810 New
FFWA
790
FRG Family Wealth Advisors
Washington
$1.08M -$289K -2,965 -21%
BBA
791
BLB&B Advisors
Pennsylvania
$1.08M -$244K -2,498 -18%
Qube Research & Technologies (QRT)
792
Qube Research & Technologies (QRT)
United Kingdom
$1.07M -$35.6K -365 -3%
CNBT
793
Canandaigua National Bank & Trust
New York
$1.07M -$132K -1,353 -11%
1SB
794
1ST Source Bank
Indiana
$1.07M -$46.8K -480 -4%
Wealthfront Advisers
795
Wealthfront Advisers
California
$1.07M +$1.07M +10,933 New
MAM
796
Martingale Asset Management
Massachusetts
$1.06M -$650K -6,668 -38%
MHIM
797
MacNealy Hoover Investment Management
Ohio
$1.06M -$38.8K -398 -4%
AP
798
Advisor Partners
California
$1.05M -$406K -4,161 -28%
SC
799
Saturna Capital
Washington
$1.05M – – –
DI
800
DAGCO Inc
Ohio
$1.05M +$1.05M +10,789 New
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