UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
951
Slow Capital
California
$783K +$66.1K +566 +9%
BIA
952
Bigelow Investment Advisors
Maine
$782K -$2.34K -20 -0.3%
DWA
953
Douglass Winthrop Advisors
New York
$779K -$2.38M -20,400 -75%
BWM
954
Bernicke Wealth Management
Wisconsin
$775K +$67K +574 +9%
PPSG
955
Princeton Portfolio Strategies Group
New Jersey
$770K -$551K -4,722 -42%
MWM
956
Mission Wealth Management
California
$770K -$55K -471 -7%
NPT
957
Nixon Peabody Trust
Massachusetts
$768K – – –
MFWM
958
Motley Fool Wealth Management
Virginia
$766K -$9.92K -85 -1%
KFGK
959
Keystone Financial Group (Kentucky)
Kentucky
$757K +$15.2K +129 +2%
MWP
960
MYCIO Wealth Partners
Pennsylvania
$756K +$12K +103 +2%
ZIC
961
ZWJ Investment Counsel
Georgia
$753K +$67.1K +575 +10%
KB
962
Kimelman & Baird
New York
$747K – – –
TRCT
963
Tower Research Capital (TRC)
New York
$743K -$2.08M -17,811 -74%
HCP
964
Holt Capital Partners
Texas
$741K -$69.4K -595 -9%
PAM
965
Premier Asset Management
Illinois
$741K – – –
FIM
966
Freedom Investment Management
Connecticut
$740K -$21.9K -176 -3%
HPC
967
Hobart Private Capital
North Carolina
$738K +$142K +1,218 +24%
CG
968
Colony Group
Massachusetts
$738K +$467 +4 +0.1%
MFG
969
Merit Financial Group
Georgia
$735K -$3.27K -28 -0.4%
FBT
970
First Bankers Trust
Kentucky
$729K -$43.8K -375 -6%
TPWA
971
TRUE Private Wealth Advisors
Oregon
$726K – – –
NFG
972
Nations Financial Group
Iowa
$722K +$7.01K +60 +1%
RWA
973
Ropes Wealth Advisors
Massachusetts
$720K +$8.87K +76 +1%
FMC
974
First Merchants Corp
Indiana
$718K -$372K -3,186 -34%
LS
975
Livforsakringsbolaget Skandia
Sweden
$715K -$712K -6,100 -50%
37 38
39
40 41