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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 %
SCM
901
Southport Capital Management
Tennessee
$934K +$46.8K +401 +5%
ANRIA
902
American National Registered Investment Advisor
Texas
$931K -$152K -1,300 -14%
DLA
903
Douglas Lane & Associates
New York
$931K -$52.4K -449 -5%
AWM
904
Avior Wealth Management
Nebraska
$931K – – –
RHFI
905
Reilly Herbert Faulkner III
$928K – – –
ST
906
Smithfield Trust
Pennsylvania
$927K -$23.4K -200 -2%
IA
907
IFG Advisory
Georgia
$927K +$54.8K +470 +6%
WIC
908
Woodmont Investment Counsel
Tennessee
$922K -$50.4K -432 -5%
PI
909
Putnam Investments
Massachusetts
$918K +$22.3K +191 +2%
LCM
910
Logan Capital Management
Pennsylvania
$918K +$32.7K +280 +4%
GCA
911
Guardian Capital Advisors
Ontario, Canada
$916K +$122K +1,035 +15%
LA
912
Legacy Advisors
Pennsylvania
$910K +$144K +1,235 +19%
CCG
913
Cypress Capital Group
Florida
$904K +$34.6K +296 +4%
FPA
914
First Pacific Advisors
California
$899K – – –
BC
915
Burleson & Co
California
$889K -$15.4K -138 -2%
WI
916
WBI Investments
New Jersey
$886K +$886K +7,590 New
WIA
917
Wealthstreet Investment Advisors
Texas
$884K -$5.84K -50 -0.7%
BS
918
Banco Santander
Spain
$883K -$166K -1,426 -16%
YWP
919
YorkBridge Wealth Partners
New York
$878K -$16.9K -144 -2%
CPA
920
Court Place Advisors
Maryland
$877K +$80.8K +692 +10%
IP
921
Intellectus Partners
California
$876K -$37.7K -323 -4%
SLG
922
Stanley-Laman Group
Pennsylvania
$873K +$5.84K +50 +0.7%
CCP
923
Cardan Capital Partners
Colorado
$871K – – –
NIM
924
Nexus Investment Management
Ontario, Canada
$870K – – –
WAM
925
Wealthspire Advisors (Maryland)
Maryland
$869K -$15.1K -129 -2%
35 36
37
38 39