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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
951
RFG Advisory
Alabama
$595K -$794K -8,136 -57%
FNBOSM
952
First National Bank of South Miami
Florida
$595K +$595K +5,644 New
IPW
953
Inlet Private Wealth
Florida
$594K +$594K +6,095 New
SIAP
954
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$592K +$134K +1,378 +29%
SFA
955
Semmax Financial Advisors
North Carolina
$592K +$592K +6,068 New
BG
956
Bollard Group
Massachusetts
$590K +$4.68K +48 +0.8%
SCM
957
Schnieders Capital Management
California
$586K +$7.01K +72 +1%
LTI
958
Laffer Tengler Investments
Tennessee
$583K -$5.46K -56 -0.9%
PPSG
959
Princeton Portfolio Strategies Group
New Jersey
$583K -$60.5K -620 -9%
VWM
960
Venturi Wealth Management
Texas
$582K +$582K +6,160 New
VIA
961
Vident Investment Advisory
Georgia
$581K +$26.8K +275 +5%
MCM
962
Monarch Capital Management
Indiana
$581K +$36.6K +375 +7%
CC
963
Cedar Capital
Illinois
$577K -$4.29K -44 -0.7%
KF
964
Krilogy Financial
Missouri
$576K -$126K -1,296 -18%
FIM
965
Freedom Investment Management
Connecticut
$575K -$6.05K -62 -1%
WPW
966
Waldron Private Wealth
Pennsylvania
$570K +$570K +5,846 New
RWA
967
Ropes Wealth Advisors
Massachusetts
$568K -$33.5K -344 -6%
OAMU
968
Ostrum Asset Management US
New York
$568K +$568K +5,825 New
SYBT
969
Stock Yards Bank & Trust
Kentucky
$567K +$974 +10 +0.2%
Coatue Management
970
Coatue Management
New York
$566K +$566K +5,800 New
BAC
971
Boys Arnold & Co
North Carolina
$562K +$84.4K +875 +18%
EGA
972
E&G Advisors
Texas
$556K -$6.93K -71 -1%
LWM
973
Lyell Wealth Management
California
$554K +$25.4K +260 +5%
FPA
974
First Pacific Advisors
California
$551K -$200K -2,050 -27%
CCM
975
Coe Capital Management
Illinois
$550K -$954K -9,773 -63%
37 38
39
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