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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$538M
2
Bank of America
Bank of America
North Carolina
+$389M
3
EVM
Eaton Vance Management
Massachusetts
+$224M
4
LCOV
London Company of Virginia
Virginia
+$196M
5
Franklin Resources
Franklin Resources
California
+$162M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$652M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
4
EIP
Epoch Investment Partners
New York
-$169M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
926
CenterStar Asset Management
Illinois
$743K – – –
MFWM
927
Motley Fool Wealth Management
Virginia
$741K -$55.7K -532 -7%
MWM
928
Mission Wealth Management
California
$738K +$5.86K +56 +0.8%
TCM
929
Traynor Capital Management
Pennsylvania
$729K -$14.8K -142 -2%
PFO
930
Pathstone Family Office
New Jersey
$729K – – –
CPA
931
Capital Planning Advisors
California
$726K -$140K -1,335 -16%
SLG
932
Stanley-Laman Group
Pennsylvania
$725K +$33.4K +319 +5%
BIA
933
Bigelow Investment Advisors
Maine
$724K +$31.2K +298 +5%
CPA
934
Court Place Advisors
Maryland
$723K +$239K +2,287 +49%
FBT
935
First Bankers Trust
Kentucky
$718K +$13.6K +130 +2%
HAM
936
Highstreet Asset Management
Ontario, Canada
$715K -$494K -4,716 -41%
IP
937
Intellectus Partners
California
$712K +$34.5K +330 +5%
TTWM
938
TCV Trust & Wealth Management
Virginia
$708K +$5.23K +50 +0.7%
S
939
SimplyRich
California
$703K -$152K -1,451 -18%
LOAME
940
Lombard Odier Asset Management (Europe)
United Kingdom
$703K -$107K -1,020 -13%
EDRH
941
Edmond de Rothschild Holding
Switzerland
$701K – – –
LA
942
Legacy Advisors
Pennsylvania
$701K +$328K +3,053 +88%
LWM
943
Lyell Wealth Management
California
$695K -$195K -1,865 -22%
DAS
944
Dynamic Advisor Solutions
Arizona
$692K -$1.03M -9,884 -60%
WSC
945
Wellington Shields & Co
New York
$691K +$691K +6,600 New
NPT
946
Nixon Peabody Trust
Massachusetts
$688K – – –
CWM
947
Cabot Wealth Management
Massachusetts
$685K -$86.9K -830 -11%
LTI
948
Laffer Tengler Investments
Tennessee
$683K +$4.4K +42 +0.6%
BWM
949
Biltmore Wealth Management
Arizona
$681K -$34.6K -330 -5%
WG
950
Winton Group
United Kingdom
$673K +$458K +4,370 +212%
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