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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 %
CHJWM
826
Carlton Hofferkamp & Jenks Wealth Management
Texas
$947K -$93K -954 -9%
DSI
827
Daiwa SB Investments
Japan
$945K +$136K +1,390 +17%
FAM
828
Fred Alger Management
New York
$933K – – –
BS
829
Boenning & Scattergood
Pennsylvania
$933K +$51.5K +528 +6%
MFWM
830
Motley Fool Wealth Management
Virginia
$931K +$291K +2,982 +45%
BSW
831
Buckingham Strategic Wealth
Missouri
$923K -$78.9K -809 -8%
Impax Asset Management Group
832
Impax Asset Management Group
United Kingdom
$915K +$22.5K +231 +3%
CA
833
Clearstead Advisors
Ohio
$915K +$54.4K +558 +6%
PAM
834
Paradigm Asset Management
New York
$914K -$156K -1,600 -15%
RB
835
Rodgers Brothers
Pennsylvania
$912K -$24.4K -250 -3%
GWCM
836
Godshalk Welsh Capital Management
Pennsylvania
$905K +$63.4K +650 +8%
FLPIM
837
F.L. Putnam Investment Management
Massachusetts
$902K -$272K -2,788 -23%
CS
838
Cannell & Spears
New York
$901K -$110K -1,130 -11%
BI
839
Bredin Investment
Delaware
$899K – – –
BAM
840
Berkshire Asset Management
Pennsylvania
$896K -$81K -831 -8%
EP
841
Edgestream Partners
New Jersey
$892K +$97.5K +1,000 +12%
BC
842
Burleson & Co
California
$886K -$7.49K -67 -0.8%
LC
843
Lincoln Capital
Nebraska
$883K -$17.4K -178 -2%
BCM
844
Boltwood Capital Management
California
$882K -$225K -2,310 -20%
ITIM
845
Indiana Trust & Investment Management
Indiana
$864K +$976 +10 +0.1%
IC
846
Iconiq Capital
California
$858K -$1.07K -11 -0.1%
NG
847
Northstar Group
New York
$857K +$3.12K +32 +0.4%
ACM
848
Aljian Capital Management
Nevada
$852K +$852K +8,733 New
NFG
849
Next Financial Group
Texas
$851K +$402K +4,117 +89%
MHS
850
M Holdings Securities
Oregon
$849K +$296K +3,033 +53%
32 33
34
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