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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 %
SBWM
801
Sunflower Bank Wealth Management
Arizona
$1.32M +$960K +9,032 +266%
PFS
802
Prospera Financial Services
Texas
$1.32M -$1.11M -10,477 -46%
TNB
803
Thomasville National Bank
Georgia
$1.32M +$25.5K +240 +2%
HT
804
HighTower Trust
Texas
$1.32M +$1.32M +12,424 New
CG
805
Clinton Group
New York
$1.32M +$1.32M +12,421 New
FFBTD
806
First Financial Bank - Trust Division
Ohio
$1.31M -$41.5K -391 -3%
CBB
807
Citizens Business Bank
California
$1.3M -$12.6K -119 -1%
AF
808
Arrow Financial
New York
$1.3M – – –
LS
809
Livforsakringsbolaget Skandia
Sweden
$1.3M +$191K +1,800 +17%
SAM
810
Sawgrass Asset Management
Florida
$1.29M +$5.31K +50 +0.4%
FLPIM
811
F.L. Putnam Investment Management
Massachusetts
$1.27M +$61.5K +579 +5%
SCM
812
Shelton Capital Management
Colorado
$1.26M -$839K -7,900 -40%
OWD
813
Osborn Williams & Donohoe
Ohio
$1.26M – – –
EWM
814
Edge Wealth Management
New York
$1.26M -$18.6K -175 -1%
GFA
815
Gifford Fong Associates
California
$1.25M – – –
WI
816
WrapManager Inc
California
$1.24M -$59.7K -562 -5%
SIC
817
Shoker Investment Counsel
Ohio
$1.24M +$6.9K +65 +0.6%
SB
818
Simmons Bank
Arkansas
$1.22M -$37.8K -356 -3%
CIP
819
Cornerstone Investment Partners
Georgia
$1.21M – – –
KFA
820
Kays Financial Advisory
Georgia
$1.2M +$58.6K +552 +5%
PPSG
821
Princeton Portfolio Strategies Group
New Jersey
$1.2M – – –
1SB
822
1ST Source Bank
Indiana
$1.2M -$957 -9 -0.1%
CFA
823
Carroll Financial Associates
North Carolina
$1.2M +$3.93K +37 +0.3%
SC
824
Saturna Capital
Washington
$1.19M – – –
CYG
825
Clean Yield Group
Vermont
$1.19M -$18.4K -173 -2%
31 32
33
34 35