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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 %
IC
876
Iconiq Capital
California
$1.03M – – –
NG
877
Northstar Group
New York
$1.02M -$33.4K -286 -3%
GWCM
878
Godshalk Welsh Capital Management
Pennsylvania
$1.01M -$49.6K -425 -5%
GAMC
879
Garner Asset Management Corp
Texas
$1.01M – – –
MIFH
880
Migdal Insurance & Financial Holdings
Israel
$1.01M +$487K +4,167 +94%
WBC
881
West Branch Capital
Massachusetts
$1.01M -$16.4K -140 -2%
GIA
882
GHP Investment Advisors
Colorado
$1.01M -$37.6K -322 -4%
TFS
883
TrustCore Financial Services
Tennessee
$1M +$72.6K +622 +8%
MWM
884
Mascoma Wealth Management
New Hampshire
$998K +$265K +2,272 +36%
FIB
885
First Interstate Bank
Montana
$996K -$84.7K -726 -8%
FRM
886
Fox Run Management
Connecticut
$996K +$628K +5,382 +171%
UBV
887
United Bank (Virginia)
Virginia
$992K -$10M -85,724 -91%
RAG
888
Roof Advisory Group
Pennsylvania
$990K +$7.12K +61 +0.7%
LNC
889
Lincoln National Corp
Pennsylvania
$981K -$29.9K -256 -3%
MCM
890
Mork Capital Management
California
$981K – – –
CAPTRUST Financial Advisors
891
CAPTRUST Financial Advisors
North Carolina
$973K +$4.91K +42 +0.5%
FIM
892
Fernwood Investment Management
Massachusetts
$973K +$32.1K +275 +3%
NIT
893
NumerixS Investment Technologies
British Columbia, Canada
$971K +$14K +120 +1%
DSI
894
Daiwa SB Investments
Japan
$969K +$81.7K +700 +9%
MSS
895
Mitchell Sinkler & Starr
Pennsylvania
$968K -$49.6K -425 -5%
APP
896
Avantax Planning Partners
Iowa
$966K -$41.9K -359 -4%
EF
897
Exeter Financial
Arizona
$965K +$44.8K +384 +5%
PWW
898
Pettyjohn Wood & White
Virginia
$960K -$22K -188 -2%
SFG
899
SevenBridge Financial Group
Pennsylvania
$952K -$2.92K -25 -0.3%
EP
900
Edgestream Partners
New Jersey
$951K +$951K +8,149 New
34 35
36
37 38