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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
901
Clear Perspective Advisors
Illinois
$714K +$210K +2,157 +42%
NL
902
NWAM LLC
Washington
$713K +$178K +1,829 +33%
BIA
903
Bigelow Investment Advisors
Maine
$712K +$59K +605 +9%
AW
904
ACG Wealth
Georgia
$707K +$43.3K +444 +7%
FWCM
905
Ferguson Wellman Capital Management
Oregon
$705K -$697K -7,147 -50%
DAS
906
Dynamic Advisor Solutions
Arizona
$703K -$1.5M -14,839 -68%
LOAME
907
Lombard Odier Asset Management (Europe)
United Kingdom
$701K – – –
BWM
908
Bernicke Wealth Management
Wisconsin
$697K +$49.4K +506 +8%
TTWM
909
TCV Trust & Wealth Management
Virginia
$694K +$2.34K +24 +0.3%
EDRH
910
Edmond de Rothschild Holding
Switzerland
$692K – – –
HFM
911
Hartford Financial Management
Connecticut
$688K – – –
AWM
912
Aevitas Wealth Management
Massachusetts
$684K -$15.5K -159 -2%
PFO
913
Pathstone Family Office
New Jersey
$680K – – –
ACM
914
Allred Capital Management
Texas
$675K +$675K +6,931 New
LA
915
Legacy Advisors
Pennsylvania
$673K -$86.5K -887 -11%
BRWA
916
B. Riley Wealth Advisors
Florida
$670K -$3.42K -35 -0.5%
WSTAM
917
Wilbanks Smith & Thomas Asset Management
Virginia
$668K -$201K -2,057 -23%
NB
918
NBT Bank
New York
$660K +$2.54K +26 +0.4%
PI
919
Putnam Investments
Massachusetts
$658K -$109K -1,119 -14%
RIM
920
Rampart Investment Management
Connecticut
$653K -$156K -1,600 -19%
LNB
921
Ledyard National Bank
$653K +$63.9K +655 +11%
BOH
922
Bank of Hawaii
Hawaii
$653K +$221K +2,266 +51%
PCG
923
Private Capital Group
Connecticut
$650K -$11.2K -115 -2%
OWA
924
Outlook Wealth Advisors
Texas
$650K +$650K +667 New
NIM
925
Nexus Investment Management
Ontario, Canada
$649K -$78.1K -800 -11%
35 36
37
38 39