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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
826
Saturna Capital
Washington
$1.26M -$46.7K -400 -4%
AAM
827
Ascension Asset Management
New York
$1.26M -$7.59K -65 -0.6%
ATC
828
Argent Trust Co
Tennessee
$1.25M +$57.6K +503 +5%
CYG
829
Clean Yield Group
Vermont
$1.25M -$59.5K -510 -5%
CK
830
Cohen Klingenstein
New York
$1.25M – – –
CHJWM
831
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.25M +$12.3K +105 +1%
LA
832
LVW Advisors
New York
$1.24M +$2.1K +18 +0.2%
SXL
833
Summit X LLC
Missouri
$1.22M +$252K +2,119 +26%
PFS
834
Prospera Financial Services
Texas
$1.22M -$114K -1,060 -9%
GC
835
Guardian Capital
Ontario, Canada
$1.21M – – –
CS
836
Cannell & Spears
New York
$1.21M -$28.4M -242,997 -96%
BA
837
Bennicas & Associates
California
$1.21M – – –
CFIA
838
Cantor Fitzgerald Investment Advisors
New York
$1.21M – – –
PCM
839
Parsons Capital Management
Rhode Island
$1.21M +$1.52K +13 +0.1%
BSW
840
Buckingham Strategic Wealth
Missouri
$1.2M -$6.54K -56 -0.5%
W
841
Wealthfront
California
$1.19M -$31.5K -270 -3%
UAS
842
United Asset Strategies
New York
$1.18M +$1.52K +13 +0.1%
BAM
843
Berkshire Asset Management
Pennsylvania
$1.17M -$41.7K -357 -3%
VNIM
844
Vaughan Nelson Investment Management
Texas
$1.17M – – –
SACTSONJ
845
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M – – –
MC
846
Marcus Capital
Illinois
$1.17M +$58.4K +500 +5%
VCM
847
Virtue Capital Management
Tennessee
$1.17M +$446K +3,821 +62%
HHGA
848
Halbert Hargrove Global Advisors
California
$1.16M -$117 -1 -0%
Lido Advisors
849
Lido Advisors
California
$1.15M +$321K +2,753 +39%
VNA
850
Valley National Advisers
Pennsylvania
$1.14M -$6.07K -52 -0.5%
32 33
34
35 36