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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 %
CBU
976
CIBC Bank USA
Illinois
$623K -$68.9K -659 -10%
AC
977
Abbrea Capital
California
$622K -$5.65K -54 -0.9%
SMC
978
Smith, Moore & Co
Missouri
$622K +$181K +1,732 +41%
ZIC
979
ZWJ Investment Counsel
Georgia
$615K -$28.6K -273 -4%
NFG
980
Nations Financial Group
Iowa
$607K +$12K +115 +2%
NC
981
NewSquare Capital
Pennsylvania
$602K – – –
SCI
982
S&CO Inc
Massachusetts
$600K – – –
GCA
983
Guardian Capital Advisors
Ontario, Canada
$596K +$118K +1,104 +25%
QSS
984
Quantitative Systematic Strategies
Florida
$596K +$359K +3,425 +151%
LCM
985
Liberty Capital Management
Michigan
$594K -$5.23K -50 -0.9%
NB
986
Nicolet Bankshares
Wisconsin
$592K -$5.54K -53 -0.9%
LFAS
987
Level Four Advisory Services
Texas
$591K +$133K +1,271 +29%
BWAM
988
Boyd Watterson Asset Management
Ohio
$588K +$1.57K +15 +0.3%
HPC
989
HM Payson & Co
Maine
$586K +$135K +1,290 +30%
OI
990
Oakbrook Investments
Illinois
$584K -$175K -1,675 -23%
MCM
991
Monarch Capital Management
Indiana
$584K – – –
FCMT
992
Founders Capital Management (Texas)
Texas
$583K +$20.9K +200 +4%
PTC
993
Private Trust Company
Ohio
$580K -$10.5K -100 -2%
JIC
994
Johnson Investment Counsel
Ohio
$577K -$3.35K -32 -0.6%
AIA
995
Allegis Investment Advisors
Idaho
$575K +$2.72K +26 +0.5%
IWM
996
IHT Wealth Management
Illinois
$574K +$162K +1,566 +39%
CA
997
Capital Advantage
California
$573K +$106K +1,016 +23%
ASN
998
Advisory Services Network
Georgia
$570K +$54.3K +519 +11%
LWS
999
Lucia Wealth Services
California
$565K -$62.9K -601 -10%
HPC
1000
Hobart Private Capital
North Carolina
$565K +$84.2K +804 +18%
38 39
40
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