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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 %
SAM
1001
Shamrock Asset Management
Texas
$564K -$23.8K -206 -4%
AL
1002
Aspiriant LLC
California
$564K +$564K +5,384 New
CTA
1003
Colonial Trust Advisors
South Carolina
$561K -$182K -1,741 -25%
KTM
1004
Keeler Thomas Management
Utah
$559K -$247K -2,367 -31%
DWM
1005
Doyle Wealth Management
Florida
$559K -$26.2K -250 -4%
TBNY
1006
Trustco Bank (New York)
New York
$558K -$3.35K -32 -0.6%
EB
1007
Eastern Bank
Massachusetts
$557K -$2.31M -22,131 -81%
AT
1008
Argent Trust
Texas
$553K +$99.1K +947 +22%
PFT
1009
Providence First Trust
Arizona
$552K +$1.36K +13 +0.2%
BFO
1010
Boston Family Office
Massachusetts
$547K – – –
QAM
1011
Quantres Asset Management
Cayman Islands
$544K -$1.33M -12,700 -71%
HSA
1012
HBK Sorce Advisory
Pennsylvania
$544K -$13.7K -131 -2%
UAM
1013
UAS Asset Management
New York
$544K +$544K +5,200 New
BWM
1014
Bernicke Wealth Management
Wisconsin
$543K +$11.8K +113 +2%
DZ Bank
1015
DZ Bank
Germany
$541K +$450K +37,343 +495%
BFA
1016
Bragg Financial Advisors
North Carolina
$539K -$8.37K -80 -2%
CPA
1017
Clear Perspective Advisors
Illinois
$538K +$61.4K +587 +13%
BO
1018
Bank OZK
Arkansas
$536K +$18.6K +178 +4%
PL
1019
Perpetual Ltd
Australia
$535K – – –
AAM
1020
AR Asset Management
California
$534K – – –
VC
1021
Vicus Capital
Pennsylvania
$533K -$12.4K -118 -2%
MYIA
1022
Mount Yale Investment Advisors
Colorado
$533K +$533K +5,090 New
FBT
1023
First Bank & Trust
South Dakota
$530K +$47.9K +458 +10%
DWM
1024
Darwin Wealth Management
Florida
$528K -$597K -5,007 Closed
AFP
1025
Ausdal Financial Partners
Iowa
$528K -$105K -1,001 -17%
39 40
41
42 43