UPS icon

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 %
SCA
951
Sage Capital Advisors
South Dakota
$672K +$14.8K +141 +2%
AW
952
ACG Wealth
Georgia
$669K -$4.45M -42,553 -87%
MWP
953
MYCIO Wealth Partners
Pennsylvania
$666K +$31.8K +304 +5%
PCG
954
Private Capital Group
Connecticut
$666K +$130K +1,242 +24%
PAM
955
Premier Asset Management
Illinois
$665K – – –
SC
956
Slow Capital
California
$665K +$50K +478 +8%
CCG
957
Cypress Capital Group
Florida
$663K +$235K +2,247 +55%
RWA
958
Ropes Wealth Advisors
Massachusetts
$657K -$86.2K -823 -12%
IA
959
IFG Advisory
Georgia
$652K +$26.8K +256 +4%
SWP
960
Strategic Wealth Partners
Ohio
$651K -$113K -1,081 -15%
CG
961
Colony Group
Massachusetts
$651K +$45.8K +438 +8%
HFS
962
Haverford Financial Services
Pennsylvania
$647K -$24K -229 -4%
BRWA
963
B. Riley Wealth Advisors
Florida
$647K +$162K +1,543 +33%
Lido Advisors
964
Lido Advisors
California
$645K +$167K +1,602 +35%
MFG
965
Merit Financial Group
Georgia
$643K +$21.1K +202 +3%
WTB
966
Washington Trust Bank
Washington
$640K -$73.8K -705 -10%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$636K -$60.2K -575 -9%
LNB
968
Ledyard National Bank
$635K – – –
KFGK
969
Keystone Financial Group (Kentucky)
Kentucky
$635K +$61.1K +588 +11%
AS
970
Altshuler Shaham
Israel
$634K -$48K -537 -7%
WAP
971
Wealthcare Advisory Partners
Pennsylvania
$630K -$48.5K -463 -7%
FFC
972
First Financial Corp
Indiana
$628K -$8.49K -81 -1%
TRCT
973
Tower Research Capital (TRC)
New York
$628K +$340K +3,252 +118%
FI
974
FormulaFolio Investments
Michigan
$625K -$246K -2,350 -28%
SWM
975
SeaCrest Wealth Management
New York
$625K +$17.3K +165 +3%
37 38
39
40 41