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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 %
APP
851
Avantax Planning Partners
Iowa
$1.04M -$50.9K -486 -5%
VNA
852
Valley National Advisers
Pennsylvania
$1.03M -$9.21K -88 -0.9%
NG
853
Northstar Group
New York
$1.03M +$3.14K +30 +0.3%
BDS
854
Banco de Sabadell
Florida
$1.02M +$1.02M +9,958 New
FAM
855
Fred Alger Management
New York
$1.01M – – –
LC
856
Lincoln Capital
Nebraska
$1M -$47.6K -455 -5%
ESBC
857
E.S. Barr & Co
Kentucky
$994K – – –
MC
858
Middleton & Co
Massachusetts
$992K -$203K -1,937 -17%
NIMI
859
Natixis Investment Managers International
France
$987K +$987K +9,427 New
CA
860
Clearstead Advisors
Ohio
$986K +$127K +1,214 +15%
WHG
861
Westwood Holdings Group
Texas
$976K +$976K +9,329 New
HCMT
862
Highland Capital Management (Tennessee)
Tennessee
$973K +$519K +4,956 +114%
PP
863
PDS Planning
Ohio
$971K -$82.3K -786 -8%
ANRIA
864
American National Registered Investment Advisor
Texas
$971K -$18.3K -175 -2%
BI
865
Bredin Investment
Delaware
$965K – – –
CWM
866
Calamos Wealth Management
Illinois
$954K -$594K -5,674 -38%
IA
867
Icon Advisers
Colorado
$942K +$942K +9,000 New
TIA
868
Trust Investment Advisors
Indiana
$940K -$52.3K -500 -5%
RB
869
Rodgers Brothers
Pennsylvania
$939K +$706K +6,750 +303%
BCFS
870
Butensky & Cohen Financial Security
Florida
$931K +$931K +8,895 New
CNBT
871
Canandaigua National Bank & Trust
New York
$931K +$931K +8,898 New
IC
872
Iconiq Capital
California
$920K – – –
WAM
873
Wealthspire Advisors (Maryland)
Maryland
$908K +$83.4K +797 +10%
JFGIW
874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$906K -$392K -3,745 -30%
MC
875
Marcus Capital
Illinois
$905K +$94.2K +900 +12%
33 34
35
36 37