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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 %
LTI
976
Laffer Tengler Investments
Tennessee
$704K -$38.9K -333 -5%
LNB
977
Ledyard National Bank
$704K -$2.22K -19 -0.3%
BG
978
Bollard Group
Massachusetts
$701K +$57.7K +494 +9%
SS
979
Sunbelt Securities
Texas
$700K +$107K +916 +18%
CC
980
Cedar Capital
Illinois
$696K +$157K +1,342 +29%
SCM
981
Schnieders Capital Management
California
$694K +$57.8K +495 +9%
SWM
982
SeaCrest Wealth Management
New York
$682K -$10.9K -93 -2%
SYBT
983
Stock Yards Bank & Trust
Kentucky
$679K -$8.77K -75 -1%
FFC
984
First Financial Corp
Indiana
$674K +$2.34K +20 +0.3%
EGA
985
E&G Advisors
Texas
$674K +$8.29K +71 +1%
CPA
986
Capital Planning Advisors
California
$674K +$114K +980 +20%
GAMA
987
Graticule Asia Macro Advisors
New York
$665K +$385K +3,300 +138%
VIA
988
Vident Investment Advisory
Georgia
$664K -$83.2K -713 -11%
MHS
989
M Holdings Securities
Oregon
$663K -$638K -5,462 -49%
CWM
990
Cabot Wealth Management
Massachusetts
$662K – – –
LCM
991
Liberty Capital Management
Michigan
$660K – – –
B
992
Bailard
California
$658K +$184K +1,579 +39%
PTC
993
Private Trust Company
Ohio
$657K +$4.55K +39 +0.7%
BWAM
994
Boyd Watterson Asset Management
Ohio
$656K – – –
SSA
995
Schonfeld Strategic Advisors
New York
$654K +$319K +2,732 +95%
MCM
996
Monarch Capital Management
Indiana
$652K – – –
CBU
997
CIBC Bank USA
Illinois
$644K -$9.93K -85 -2%
SSG
998
Summit Securities Group
New York
$642K -$6.16M -52,800 -91%
WHG
999
Westwood Holdings Group
Texas
$641K -$16K -137 -2%
NL
1000
NWAM LLC
Washington
$640K -$35.8K -307 -5%
38 39
40
41 42