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 %
AC
1001
Abbrea Capital
California
$601K -$30.5K -287 -5%
LCM
1002
Liberty Capital Management
Michigan
$601K -$2.66K -25 -0.4%
NB
1003
Nicolet Bankshares
Wisconsin
$601K – – –
WHG
1004
Westwood Holdings Group
Texas
$598K -$394K -3,703 -40%
BWAM
1005
Boyd Watterson Asset Management
Ohio
$597K – – –
CBU
1006
CIBC Bank USA
Illinois
$595K -$37.9K -357 -6%
MCM
1007
Monarch Capital Management
Indiana
$593K – – –
PTC
1008
Private Trust Company
Ohio
$593K +$4.45K +42 +0.8%
BCM
1009
BlueCrest Capital Management
Jersey
$592K +$295K +2,782 +100%
HPC
1010
HM Payson & Co
Maine
$591K -$3.18K -30 -0.5%
ASN
1011
Advisory Services Network
Georgia
$590K -$56.9K -479 -9%
KTM
1012
Keeler Thomas Management
Utah
$589K +$21.2K +200 +4%
BG
1013
Bollard Group
Massachusetts
$585K +$99.8K +939 +21%
HFS
1014
Haverford Financial Services
Pennsylvania
$583K -$72.9K -687 -11%
SCM
1015
Schnieders Capital Management
California
$579K +$43.7K +411 +8%
FCMT
1016
Founders Capital Management (Texas)
Texas
$578K -$13.5K -127 -2%
AIM
1017
ARK Investment Management
Florida
$577K +$74.8K +705 +15%
HSA
1018
HBK Sorce Advisory
Pennsylvania
$571K +$18.9K +178 +3%
CTA
1019
Colonial Trust Advisors
South Carolina
$569K – – –
DWM
1020
Doyle Wealth Management
Florida
$568K – – –
LFAS
1021
Level Four Advisory Services
Texas
$566K -$33.5K -315 -6%
TBNY
1022
Trustco Bank (New York)
New York
$566K – – –
DWM
1023
Darwin Wealth Management
Florida
$564K +$564K +5,298 New
FBT
1024
First Bank & Trust
South Dakota
$562K +$24.2K +228 +4%
PFT
1025
Providence First Trust
Arizona
$561K +$1.28K +12 +0.2%
39 40
41
42 43