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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 %
SCM
1026
Schnieders Capital Management
California
$527K +$333K +3,179 +171%
EGA
1027
E&G Advisors
Texas
$523K +$188K +1,800 +56%
BAC
1028
Boys Arnold & Co
North Carolina
$523K +$233K +2,150 +80%
WSCM
1029
Wellington Shields Capital Management
New York
$519K +$251K +2,400 +94%
FWM
1030
Frontier Wealth Management
Missouri
$518K +$40.4K +386 +8%
NCM
1031
Novare Capital Management
North Carolina
$518K +$330K +3,150 +175%
BCM
1032
Buckhead Capital Management
Georgia
$516K – – –
ISL
1033
Ingalls & Snyder LLC
New York
$511K +$10.5K +100 +2%
DTL
1034
Dynamic Technology Lab
Singapore
$511K +$59.3K +567 +13%
TPWA
1035
TRUE Private Wealth Advisors
Oregon
$511K +$62.7K +600 +14%
BCP
1036
Berkeley Capital Partners
Georgia
$510K -$14.3K -137 -3%
BAS
1037
Brown Advisory Securities
Maryland
$508K -$13.9K -133 -3%
Koshinski Asset Management
1038
Koshinski Asset Management
Illinois
$505K -$105K -1,001 -17%
AOWM
1039
Alpha Omega Wealth Management
Virginia
$505K +$4.61K +44 +0.9%
WKWM
1040
Walter & Keenan Wealth Management
Indiana
$503K -$838K -8,000 -62%
MFBTD
1041
MB Financial Bank - Trust Department
Illinois
$500K – – –
CIAS
1042
Capital Investment Advisory Services
North Carolina
$500K +$500K +4,782 New
FHA
1043
First Horizon Advisors
Tennessee
$498K +$32.3K +302 +7%
APA
1044
American Portfolios Advisors
New York
$497K -$15K -143 -3%
AIM
1045
ARK Investment Management
Florida
$495K -$122K -1,166 -20%
CCP
1046
Corient Capital Partners
California
$492K +$316K +3,019 +179%
SCA
1047
Snowden Capital Advisors
New York
$492K +$120K +1,151 +32%
LSAG
1048
Lake Street Advisors Group
New Hampshire
$487K +$75.8K +724 +18%
PP
1049
PagnatoKarp Partners
Virginia
$485K -$12.8K -122 -3%
NEPWA
1050
New England Private Wealth Advisors
Massachusetts
$479K +$420 +4 +0.1%
40 41
42
43 44