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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 %
NFG
951
Next Financial Group
Texas
$716K -$86.8K -817 -11%
BIA
952
Bigelow Investment Advisors
Maine
$714K -$21.3K -200 -3%
LOAME
953
Lombard Odier Asset Management (Europe)
United Kingdom
$714K – – –
S
954
SimplyRich
California
$713K – – –
EDRH
955
Edmond de Rothschild Holding
Switzerland
$712K – – –
PCG
956
Private Capital Group
Connecticut
$707K +$31.9K +301 +5%
MFWM
957
Motley Fool Wealth Management
Virginia
$706K -$45.8K -431 -6%
FBT
958
First Bankers Trust
Kentucky
$704K -$25K -235 -3%
NPT
959
Nixon Peabody Trust
Massachusetts
$698K – – –
LA
960
Legacy Advisors
Pennsylvania
$696K +$2.44K +23 +0.4%
BRWA
961
B. Riley Wealth Advisors
Florida
$694K +$37.5K +353 +6%
ICM
962
Ionic Capital Management
New York
$690K -$839K -7,900 -55%
SCA
963
Sage Capital Advisors
South Dakota
$686K +$4.25K +40 +0.6%
VIA
964
Vident Investment Advisory
Georgia
$680K -$48K -452 -7%
KB
965
Kimelman & Baird
New York
$680K +$680K +6,400 New
MWP
966
MYCIO Wealth Partners
Pennsylvania
$677K +$213 +2 +0%
LTI
967
Laffer Tengler Investments
Tennessee
$676K -$16.6K -156 -2%
PAM
968
Premier Asset Management
Illinois
$675K – – –
MFG
969
Merit Financial Group
Georgia
$672K +$19.1K +180 +3%
CG
970
Colony Group
Massachusetts
$671K +$9.88K +93 +1%
AW
971
ACG Wealth
Georgia
$669K -$9.98K -94 -1%
KFGK
972
Keystone Financial Group (Kentucky)
Kentucky
$669K +$21.2K +200 +3%
MWM
973
Mascoma Wealth Management
New Hampshire
$667K +$300K +2,822 +82%
TPWA
974
TRUE Private Wealth Advisors
Oregon
$660K +$141K +1,325 +27%
VCM
975
Virtue Capital Management
Tennessee
$656K -$127K -1,194 -16%
37 38
39
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