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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 %
BFO
1026
Boston Family Office
Massachusetts
$556K – – –
AFP
1027
Ausdal Financial Partners
Iowa
$552K +$16.1K +152 +3%
NCM
1028
Novare Capital Management
North Carolina
$551K +$26K +245 +5%
CPA
1029
Clear Perspective Advisors
Illinois
$549K +$2.66K +25 +0.5%
CCP
1030
Corient Capital Partners
California
$546K +$46.1K +434 +9%
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$546K +$546K +5,136 New
LWS
1032
Lucia Wealth Services
California
$545K -$28.5K -268 -5%
PL
1033
Perpetual Ltd
Australia
$544K – – –
HPC
1034
Hobart Private Capital
North Carolina
$542K -$31.2K -294 -5%
AAM
1035
AR Asset Management
California
$542K – – –
FHA
1036
Flagship Harbor Advisors
Massachusetts
$541K +$125K +1,175 +30%
CA
1037
Capital Advantage
California
$540K -$41.5K -391 -7%
SS
1038
Sunbelt Securities
Texas
$540K +$137K +1,287 +34%
WKWM
1039
Walter & Keenan Wealth Management
Indiana
$537K +$26.6K +250 +5%
MYIA
1040
Mount Yale Investment Advisors
Colorado
$536K -$5.1K -48 -0.9%
VC
1041
Vicus Capital
Pennsylvania
$534K -$6.48K -61 -1%
BAC
1042
Boys Arnold & Co
North Carolina
$534K +$21.5K +202 +4%
PP
1043
PagnatoKarp Partners
Virginia
$531K +$38.6K +363 +8%
ISL
1044
Ingalls & Snyder LLC
New York
$529K +$10.6K +100 +2%
BO
1045
Bank OZK
Arkansas
$520K -$24.5K -231 -5%
SAM
1046
Shamrock Asset Management
Texas
$519K – – –
WSCM
1047
Wellington Shields Capital Management
New York
$516K -$10.6K -100 -2%
CF
1048
Centaurus Financial
California
$516K +$167K +1,574 +48%
Koshinski Asset Management
1049
Koshinski Asset Management
Illinois
$512K +$212 +2 +0%
APA
1050
American Portfolios Advisors
New York
$511K +$6.91K +65 +1%
40 41
42
43 44