UPS icon

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 %
GWCM
876
Godshalk Welsh Capital Management
Pennsylvania
$962K +$58.4K +550 +6%
CA
877
Clearstead Advisors
Ohio
$959K -$41.6K -392 -4%
ITIM
878
Indiana Trust & Investment Management
Indiana
$958K -$114K -1,071 -11%
BS
879
Banco Santander
Spain
$956K -$2.07M -19,478 -68%
IA
880
Icon Advisers
Colorado
$956K – – –
TIA
881
Trust Investment Advisors
Indiana
$954K – – –
GIA
882
GHP Investment Advisors
Colorado
$949K +$40.8K +384 +4%
LSA
883
L & S Advisors
California
$945K +$945K +8,892 New
ESBC
884
E.S. Barr & Co
Kentucky
$940K -$68.8K -647 -7%
IC
885
Iconiq Capital
California
$935K +$1.17K +11 +0.1%
NG
886
Northstar Group
New York
$934K -$85.5K -827 -8%
WBC
887
West Branch Capital
Massachusetts
$930K +$930K +8,753 New
MSS
888
Mitchell Sinkler & Starr
Pennsylvania
$926K +$95.6K +900 +12%
LNC
889
Lincoln National Corp
Pennsylvania
$920K -$140K -1,320 -13%
APP
890
Avantax Planning Partners
Iowa
$917K -$136K -1,282 -13%
GAMC
891
Garner Asset Management Corp
Texas
$917K +$7.97K +75 +0.9%
MNBTD
892
Moody National Bank Trust Division
Texas
$912K – – –
RAG
893
Roof Advisory Group
Pennsylvania
$894K -$18.5K -174 -2%
DLA
894
Douglas Lane & Associates
New York
$894K -$9.56K -90 -1%
PWW
895
Pettyjohn Wood & White
Virginia
$893K -$612K -5,759 -41%
MCM
896
Mork Capital Management
California
$892K – – –
WIC
897
Woodmont Investment Counsel
Tennessee
$885K +$66.4K +625 +8%
CAPTRUST Financial Advisors
898
CAPTRUST Financial Advisors
North Carolina
$881K +$470K +4,424 +114%
SFG
899
SevenBridge Financial Group
Pennsylvania
$869K – – –
SXL
900
Summit X LLC
Missouri
$868K +$868K +8,193 New
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36
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