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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 %
CCP
926
Cardan Capital Partners
Colorado
$792K -$47.2K -444 -6%
CCG
927
Cypress Capital Group
Florida
$792K +$119K +1,119 +18%
NIM
928
Nexus Investment Management
Ontario, Canada
$791K – – –
SLG
929
Stanley-Laman Group
Pennsylvania
$789K +$52.7K +496 +7%
LPC
930
Loeb Partners Corp
New York
$786K +$786K +7,400 New
AWM
931
Aevitas Wealth Management
Massachusetts
$782K -$85K -800 -10%
EIA
932
Eldridge Investment Advisors
New Hampshire
$777K +$319 +3 +0%
DPIM
933
Duff & Phelps Investment Management
Illinois
$772K -$10.6K -100 -1%
CCA
934
Checchi Capital Advisers
California
$770K +$11.8K +111 +2%
MF
935
Magnetar Financial
Illinois
$769K +$769K +7,238 New
BWM
936
Biltmore Wealth Management
Arizona
$761K +$70.4K +663 +10%
KF
937
Krilogy Financial
Missouri
$760K -$11.9K -112 -2%
UBG
938
United Bank (Georgia)
Georgia
$757K -$321K -3,019 -30%
TCM
939
Traynor Capital Management
Pennsylvania
$757K +$18.9K +179 +3%
TTWM
940
TCV Trust & Wealth Management
Virginia
$755K +$37.1K +350 +5%
Lido Advisors
941
Lido Advisors
California
$751K +$95.7K +901 +15%
MWM
942
Mission Wealth Management
California
$750K +$1.06K +10 +0.1%
RIM
943
Rampart Investment Management
Connecticut
$746K -$870K -8,198 -54%
GCA
944
Guardian Capital Advisors
Ontario, Canada
$745K +$130K +1,175 +21%
OTC
945
Opera Trading Capital
France
$744K +$128K +1,200 +21%
HFM
946
Hartford Financial Management
Connecticut
$744K +$736K +6,926 +9,359%
PFO
947
Pathstone Family Office
New Jersey
$740K – – –
HCP
948
Holt Capital Partners
Texas
$738K +$738K +6,945 New
CPA
949
Court Place Advisors
Maryland
$724K -$9.66K -91 -1%
LIM
950
Loudon Investment Management
New Hampshire
$717K +$411K +3,875 +135%
36 37
38
39 40