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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 %
SAM
801
Sawgrass Asset Management
Florida
$1.26M -$105K -1,005 -8%
HCM
802
Hutner Capital Management
Vermont
$1.26M -$39.8K -380 -3%
EWM
803
Edge Wealth Management
New York
$1.26M -$3.45K -33 -0.3%
VHAM
804
Van Hulzen Asset Management
California
$1.24M +$773K +7,388 +165%
OWD
805
Osborn Williams & Donohoe
Ohio
$1.24M – – –
SB
806
Simmons Bank
Arkansas
$1.24M +$191K +1,821 +18%
GFA
807
Gifford Fong Associates
California
$1.24M +$1.24M +11,800 New
GHCM
808
Glen Harbor Capital Management
California
$1.23M +$469K +4,480 +62%
IFWM
809
Institute for Wealth Management
Colorado
$1.22M -$71.9K -636 -6%
AP
810
Advisor Partners
California
$1.22M -$154K -1,473 -11%
SIC
811
Shoker Investment Counsel
Ohio
$1.22M +$44.3K +423 +4%
FLPIM
812
F.L. Putnam Investment Management
Massachusetts
$1.2M +$162K +1,545 +16%
CIP
813
Cornerstone Investment Partners
Georgia
$1.2M +$442K +4,225 +59%
JFA
814
JNBA Financial Advisors
Minnesota
$1.19M – – –
CYG
815
Clean Yield Group
Vermont
$1.19M -$775K -7,399 -39%
HFA
816
HC Financial Advisors
California
$1.19M -$57.6K -550 -5%
PPSG
817
Princeton Portfolio Strategies Group
New Jersey
$1.18M -$178K -1,700 -13%
1SB
818
1ST Source Bank
Indiana
$1.18M -$9.94K -95 -0.8%
BCM
819
Boltwood Capital Management
California
$1.18M -$2.51K -24 -0.2%
CFA
820
Carroll Financial Associates
North Carolina
$1.18M -$91.2K -872 -7%
SC
821
Saturna Capital
Washington
$1.17M -$19.1M -182,400 -94%
SM
822
Sciencast Management
New Jersey
$1.16M +$1.16M +10,619 New
SFSG
823
Stearns Financial Services Group
North Carolina
$1.15M -$45.4K -434 -4%
LA
824
LVW Advisors
New York
$1.14M +$1.14M +10,870 New
KFA
825
Kays Financial Advisory
Georgia
$1.13M -$10.7K -102 -0.9%
31 32
33
34 35