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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 %
FCMT
1001
Founders Capital Management (Texas)
Texas
$639K +$4.09K +35 +0.6%
HFS
1002
Haverford Financial Services
Pennsylvania
$637K -$3.62K -31 -0.6%
DWM
1003
Doyle Wealth Management
Florida
$636K +$11.7K +100 +2%
NC
1004
NewSquare Capital
Pennsylvania
$635K – – –
LWM
1005
Lyell Wealth Management
California
$633K -$75.9K -650 -11%
AC
1006
Abbrea Capital
California
$633K -$27.4K -235 -4%
PP
1007
PagnatoKarp Partners
Virginia
$630K +$46.9K +402 +8%
CTA
1008
Colonial Trust Advisors
South Carolina
$626K – – –
TBNY
1009
Trustco Bank (New York)
New York
$623K – – –
JIC
1010
Johnson Investment Counsel
Ohio
$622K -$50K -428 -7%
HSA
1011
HBK Sorce Advisory
Pennsylvania
$620K -$7.47K -64 -1%
HPC
1012
HM Payson & Co
Maine
$617K -$33.8K -289 -5%
DWM
1013
Darwin Wealth Management
Florida
$614K -$5.14K -44 -0.8%
AFP
1014
Ausdal Financial Partners
Iowa
$609K +$1.75K +15 +0.3%
SMC
1015
Smith, Moore & Co
Missouri
$607K -$75.6K -647 -11%
AIM
1016
ARK Investment Management
Florida
$603K -$31.6K -271 -5%
PFT
1017
Providence First Trust
Arizona
$603K -$13.3K -114 -2%
CPA
1018
Clear Perspective Advisors
Illinois
$603K – – –
CCP
1019
Corient Capital Partners
California
$600K – – –
AWM
1020
Altium Wealth Management
New York
$600K +$208K +1,782 +53%
PL
1021
Perpetual Ltd
Australia
$597K – – –
FHA
1022
Flagship Harbor Advisors
Massachusetts
$596K -$1.76K -15 -0.3%
APA
1023
American Portfolios Advisors
New York
$595K +$33.6K +288 +6%
AAM
1024
AR Asset Management
California
$595K – – –
NB
1025
Nicolet Bankshares
Wisconsin
$589K -$72.1K -617 -11%
39 40
41
42 43