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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 %
NIT
901
NumerixS Investment Technologies
British Columbia, Canada
$868K +$868K +8,199 New
ST
902
Smithfield Trust
Pennsylvania
$865K – – –
IAM
903
Impax Asset Management
New Hampshire
$865K +$85.5K +805 +11%
BC
904
Burleson & Co
California
$864K +$319 +3 +0%
FIM
905
Fernwood Investment Management
Massachusetts
$857K – – –
AWM
906
Avior Wealth Management
Nebraska
$847K -$44.2K -416 -5%
TFS
907
TrustCore Financial Services
Tennessee
$846K +$26.8K +252 +3%
RHFI
908
Reilly Herbert Faulkner III
$844K – – –
EF
909
Exeter Financial
Arizona
$837K -$10.6K -100 -1%
DAC
910
Dividend Assets Capital
South Carolina
$837K +$42.5K +400 +5%
MIH
911
Meitav Investment House
Israel
$836K +$257K +1,335 +45%
IP
912
Intellectus Partners
California
$831K +$108K +1,020 +15%
SFA
913
Sequoia Financial Advisors
Ohio
$824K -$743 -7 -0.1%
FPA
914
First Pacific Advisors
California
$818K -$776K -7,300 -49%
PI
915
Putnam Investments
Massachusetts
$815K -$247K -2,329 -23%
WSTAM
916
Wilbanks Smith & Thomas Asset Management
Virginia
$814K -$24.5K -231 -3%
WIA
917
Wealthstreet Investment Advisors
Texas
$809K +$2.66K +25 +0.3%
YWP
918
YorkBridge Wealth Partners
New York
$809K +$36.8K +346 +5%
SCM
919
Southport Capital Management
Tennessee
$807K +$13.3K +125 +2%
DSI
920
Daiwa SB Investments
Japan
$807K +$14.9K +140 +2%
LCM
921
Logan Capital Management
Pennsylvania
$805K +$22.9K +216 +3%
WAM
922
Wealthspire Advisors (Maryland)
Maryland
$804K -$117K -1,106 -13%
NB
923
NBT Bank
New York
$798K -$46.2K -435 -5%
ZCA
924
Zeke Capital Advisors
Pennsylvania
$796K -$1.31M -12,337 -62%
IA
925
IFG Advisory
Georgia
$794K +$131K +1,236 +20%
35 36
37
38 39