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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 %
AAM
1001
AR Asset Management
California
$497K – – –
HK
1002
Horizon Kinetics
New York
$496K +$68.2K +700 +16%
PL
1003
Perpetual Ltd
Australia
$494K – – –
CIAS
1004
Capital Investment Advisory Services
North Carolina
$494K +$37.8K +388 +8%
NB
1005
Nicolet Bankshares
Wisconsin
$493K +$1.46K +15 +0.3%
AIM
1006
Achmea Investment Management
Netherlands
$489K – – –
RAM
1007
Redmond Asset Management
Virginia
$487K +$97.8K +1,004 +25%
PWM
1008
Perigon Wealth Management
California
$487K +$487K +4,831 New
V
1009
VeraBank
Texas
$484K +$484K +4,967 New
RI
1010
Ridgewood Investments
New Jersey
$481K – – –
KPW
1011
Kore Private Wealth
New York
$479K +$479K +4,910 New
AWM
1012
Altium Wealth Management
New York
$475K -$26.3K -270 -5%
SAM
1013
Shamrock Asset Management
Texas
$474K -$2.24K -23 -0.5%
BWL
1014
Bogart Wealth LLC
Virginia
$473K -$2.53K -26 -0.5%
BO
1015
Bank OZK
Arkansas
$471K – – –
PP
1016
PagnatoKarp Partners
Virginia
$469K -$57.5K -590 -11%
DAC
1017
Dividend Assets Capital
South Carolina
$468K -$200K -2,055 -30%
BAS
1018
Brown Advisory Securities
Maryland
$468K +$28.9K +298 +7%
WS
1019
Wedbush Securities
California
$465K -$2.05K -21 -0.4%
VCM
1020
Vision Capital Management
Oregon
$464K -$590K -6,056 -56%
LBD
1021
Landsberg Bennett & Dubbaneh
Florida
$464K +$464K +4,761 New
VC
1022
Vicus Capital
Pennsylvania
$461K +$7.7K +79 +2%
IG
1023
ING Group
Netherlands
$456K -$657K -6,734 -59%
LCM
1024
Liberty Capital Management
Michigan
$454K -$97.5K -1,000 -18%
Fiera Capital (Canada)
1025
Fiera Capital (Canada)
Quebec, Canada
$454K -$18.7K -192 -4%
39 40
41
42 43