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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 %
VCM
826
Vision Capital Management
Oregon
$1.13M -$29.8K -285 -3%
BAM
827
Berkshire Asset Management
Pennsylvania
$1.12M -$17.9K -171 -2%
GC
828
Guardian Capital
Ontario, Canada
$1.12M +$146K +1,393 +15%
CK
829
Cohen Klingenstein
New York
$1.12M – – –
MHIM
830
MacNealy Hoover Investment Management
Ohio
$1.11M -$10.7K -102 -1%
NSB
831
Norway Savings Bank
Maine
$1.1M -$5.23K -50 -0.5%
LS
832
Livforsakringsbolaget Skandia
Sweden
$1.09M – – –
AAM
833
Ascension Asset Management
New York
$1.09M +$20.9K +200 +2%
MHS
834
M Holdings Securities
Oregon
$1.09M +$626K +5,986 +135%
Fiera Capital (Canada)
835
Fiera Capital (Canada)
Quebec, Canada
$1.09M -$93K -888 -8%
CHJWM
836
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M -$3.8K -37 -0.3%
BA
837
Bennicas & Associates
California
$1.09M -$41.9K -400 -4%
MF
838
MHI Funds
New York
$1.09M -$621K -5,935 -36%
CFIA
839
Cantor Fitzgerald Investment Advisors
New York
$1.09M – – –
UAS
840
United Asset Strategies
New York
$1.08M -$367K -3,510 -25%
GXMC
841
Global X Management Company
New York
$1.08M +$43.9K +420 +4%
FT
842
Fiduciary Trust
Massachusetts
$1.08M -$98.1K -937 -8%
UBG
843
United Bank (Georgia)
Georgia
$1.06M -$237K -2,262 -18%
ITIM
844
Indiana Trust & Investment Management
Indiana
$1.06M -$8.37K -80 -0.8%
TP
845
Truvvo Partners
New York
$1.05M +$1.05M +10,061 New
FIB
846
First Interstate Bank
Montana
$1.05M +$418K +3,997 +66%
VNIM
847
Vaughan Nelson Investment Management
Texas
$1.05M – – –
PI
848
Putnam Investments
Massachusetts
$1.05M +$94.4K +902 +10%
LNC
849
Lincoln National Corp
Pennsylvania
$1.05M -$712K -6,802 -41%
PCM
850
Parsons Capital Management
Rhode Island
$1.04M -$34.5K -330 -3%
32 33
34
35 36