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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 %
B
976
Bailard
California
$549K – – –
LIM
977
Loudon Investment Management
New Hampshire
$549K +$75.2K +770 +16%
PTC
978
Private Trust Company
Ohio
$538K -$10.6K -109 -2%
SS
979
Sunbelt Securities
Texas
$537K -$47.3K -485 -8%
AC
980
Abbrea Capital
California
$537K +$7.9K +81 +1%
IWM
981
IHT Wealth Management
Illinois
$536K +$68.5K +702 +15%
FCMT
982
Founders Capital Management (Texas)
Texas
$534K – – –
CPA
983
Capital Planning Advisors
California
$531K -$32.7K -335 -6%
DWM
984
Doyle Wealth Management
Florida
$531K – – –
9WM
985
9258 Wealth Management
Ohio
$531K +$531K +5,449 New
DWM
986
Darwin Wealth Management
Florida
$528K +$14.7K +150 +3%
WBC
987
West Branch Capital
Massachusetts
$527K -$313K -3,207 -37%
BWAM
988
Boyd Watterson Asset Management
Ohio
$527K -$20.9K -214 -4%
PFT
989
Providence First Trust
Arizona
$527K +$23.4K +240 +5%
WHG
990
Westwood Holdings Group
Texas
$526K -$9.56K -98 -2%
CWM
991
Cabot Wealth Management
Massachusetts
$525K -$28.2K -289 -5%
CBU
992
CIBC Bank USA
Illinois
$525K -$13.1K -134 -2%
CTA
993
Colonial Trust Advisors
South Carolina
$523K – – –
TBNY
994
Trustco Bank (New York)
New York
$520K -$977 -10 -0.2%
LFAS
995
Level Four Advisory Services
Texas
$517K +$149K +1,530 +41%
NCM
996
Novare Capital Management
North Carolina
$515K +$8.78K +90 +2%
ISL
997
Ingalls & Snyder LLC
New York
$515K +$24.4K +250 +5%
AAS
998
Avantax Advisory Services
Texas
$505K +$505K +5,199 New
HSA
999
HBK Sorce Advisory
Pennsylvania
$499K -$19.2K -197 -4%
SC
1000
SRB Corp
Massachusetts
$498K +$498K +5,104 New
38 39
40
41 42