UPS icon

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 %
AIM
976
Achmea Investment Management
Netherlands
$653K -$688K -6,473 -51%
SC
977
Slow Capital
California
$652K -$22.7K -214 -3%
FIM
978
Freedom Investment Management
Connecticut
$651K -$156K -1,470 -19%
NFG
979
Nations Financial Group
Iowa
$651K +$34.8K +327 +6%
RWA
980
Ropes Wealth Advisors
Massachusetts
$647K -$19.2K -181 -3%
LWM
981
Lyell Wealth Management
California
$645K -$60K -565 -9%
LNB
982
Ledyard National Bank
$644K -$319 -3 -0%
BWM
983
Bernicke Wealth Management
Wisconsin
$644K +$92.6K +872 +17%
AS
984
Altshuler Shaham
Israel
$642K – – –
MFS
985
Monetta Financial Services
Illinois
$637K +$637K +6,000 New
SWM
986
SeaCrest Wealth Management
New York
$631K -$3.93K -37 -0.6%
CC
987
Cipher Capital
New York
$629K -$1.38M -13,021 -69%
SYBT
988
Stock Yards Bank & Trust
Kentucky
$625K -$20.6K -194 -3%
ZIC
989
ZWJ Investment Counsel
Georgia
$624K – – –
SMC
990
Smith, Moore & Co
Missouri
$621K -$10.8K -102 -2%
SCA
991
Snowden Capital Advisors
New York
$619K +$120K +1,128 +24%
IWM
992
IHT Wealth Management
Illinois
$617K +$29.5K +278 +5%
NL
993
NWAM LLC
Washington
$615K +$346K +3,255 +128%
FFC
994
First Financial Corp
Indiana
$611K -$25.6K -241 -4%
JIC
995
Johnson Investment Counsel
Ohio
$611K +$25.3K +238 +4%
WTB
996
Washington Trust Bank
Washington
$610K -$39.4K -371 -6%
NC
997
NewSquare Capital
Pennsylvania
$610K -$35K -312 -5%
SCI
998
S&CO Inc
Massachusetts
$609K – – –
EGA
999
E&G Advisors
Texas
$606K +$74.4K +700 +14%
CWM
1000
Cabot Wealth Management
Massachusetts
$603K -$92.5K -870 -13%
38 39
40
41 42