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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 %
MHS
826
M Holdings Securities
Oregon
$1.18M +$76.6K +721 +7%
BCM
827
Boltwood Capital Management
California
$1.18M -$18.1K -170 -2%
SFSG
828
Stearns Financial Services Group
North Carolina
$1.17M +$744 +7 +0.1%
VCM
829
Vision Capital Management
Oregon
$1.16M +$16.5K +155 +1%
CHJWM
830
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$3.72K -34 -0.3%
IFWM
831
Institute for Wealth Management
Colorado
$1.15M -$213 -2 -0%
AAM
832
Ascension Asset Management
New York
$1.15M +$42.5K +400 +4%
MHIM
833
MacNealy Hoover Investment Management
Ohio
$1.14M +$8.08K +76 +0.7%
CK
834
Cohen Klingenstein
New York
$1.13M – – –
MF
835
MHI Funds
New York
$1.13M +$30.6K +288 +3%
NSB
836
Norway Savings Bank
Maine
$1.13M +$15K +141 +1%
LA
837
LVW Advisors
New York
$1.13M -$30.1K -283 -3%
GXMC
838
Global X Management Company
New York
$1.12M +$31.5K +297 +3%
CAM
839
Chesapeake Asset Management
New York
$1.12M -$250K -2,353 -18%
TI
840
Trexquant Investment
Connecticut
$1.11M -$1.04M -9,812 -48%
W
841
Wealthfront
California
$1.11M -$393K -3,700 -26%
ATC
842
Argent Trust Co
Tennessee
$1.11M +$656K +6,190 +146%
LOAMS
843
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.1M -$212K -2,000 -16%
GC
844
Guardian Capital
Ontario, Canada
$1.1M -$32.7K -308 -3%
BAM
845
Berkshire Asset Management
Pennsylvania
$1.1M -$36.3K -342 -3%
BA
846
Bennicas & Associates
California
$1.1M – – –
CFIA
847
Cantor Fitzgerald Investment Advisors
New York
$1.1M – – –
BSW
848
Buckingham Strategic Wealth
Missouri
$1.1M +$616K +5,802 +128%
PCM
849
Parsons Capital Management
Rhode Island
$1.1M +$40.4K +380 +4%
QAM
850
Quantres Asset Management
Cayman Islands
$1.09M +$542K +5,100 +98%
32 33
34
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