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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 %
AAM
801
Ascension Asset Management
New York
$1.05M – – –
PCM
802
Parsons Capital Management
Rhode Island
$1.04M +$34K +349 +3%
CK
803
Cohen Klingenstein
New York
$1.04M – – –
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$755K -7,741 -42%
SFSG
805
Stearns Financial Services Group
North Carolina
$1.04M -$22.7K -233 -2%
FPCG
806
Fort Pitt Capital Group
Pennsylvania
$1.03M +$806K +8,267 +365%
IA
807
Icon Advisers
Colorado
$1.02M +$146K +1,500 +17%
PA
808
Profund Advisors
Maryland
$1.02M -$467K -4,788 -31%
GWMIA
809
Global Wealth Management Investment Advisory
Florida
$1.02M +$1.02M +10,402 New
BA
810
Bennicas & Associates
California
$1.01M – – –
CFIA
811
Cantor Fitzgerald Investment Advisors
New York
$1.01M – – –
Millennium Management
812
Millennium Management
New York
$1.01M -$46.7M -478,695 -98%
RHBC
813
R.H. Bluestein & Co
Michigan
$1.01M +$1.01M +10,300 New
GAMC
814
Garner Asset Management Corp
Texas
$1M +$161K +1,650 +19%
VNA
815
Valley National Advisers
Pennsylvania
$991K +$40.5K +415 +4%
HPC
816
Hobart Private Capital
North Carolina
$983K +$367K +3,758 +59%
UAS
817
United Asset Strategies
New York
$982K -$4.49K -46 -0.5%
HT
818
HighTower Trust
Texas
$981K -$161K -1,655 -14%
EWM
819
Executive Wealth Management
Michigan
$979K +$979K +10,036 New
AQR Capital Management
820
AQR Capital Management
Connecticut
$975K -$1.51M -15,467 -61%
VNIM
821
Vaughan Nelson Investment Management
Texas
$975K – – –
AAIM
822
American Assets Investment Management
California
$975K +$975K +10,000 New
FT
823
Fiduciary Trust
Massachusetts
$974K +$25.5K +262 +3%
HCMT
824
Highland Capital Management (Tennessee)
Tennessee
$958K +$53.6K +549 +6%
HHGA
825
Halbert Hargrove Global Advisors
California
$952K -$12.6K -129 -1%
31 32
33
34 35