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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 %
BG
1051
Bollard Group
Massachusetts
$478K +$145K +1,385 +44%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$476K -$92.7K -885 -16%
KWMG
1053
King Wealth Management Group
Florida
$475K -$11.3K -108 -2%
BSW
1054
Buckingham Strategic Wealth
Missouri
$474K -$312K -2,980 -40%
MBT
1055
Monroe Bank & Trust
Michigan
$473K -$48.2K -461 -9%
KCM
1056
Kanawha Capital Management
Virginia
$471K -$3.66K -35 -0.8%
NJBEST
1057
New Jersey Better Educational Savings Trust
New Jersey
$471K +$52.3K +500 +13%
BWL
1058
Bogart Wealth LLC
Virginia
$468K +$60.4K +564 +15%
SFSIG
1059
San Francisco Sentry Investment Group
California
$465K +$96.5K +922 +26%
ANBT
1060
American National Bank & Trust
Texas
$464K -$105K -1,009 -19%
CC
1061
Courier Capital
New York
$462K +$10.5K +100 +2%
NFA
1062
Nuveen Fund Advisors
Illinois
$459K -$240K -2,291 -34%
PIA
1063
Peachtree Investment Advisors
Georgia
$457K – – –
WS
1064
Wedbush Securities
California
$457K +$838 +8 +0.2%
PAS
1065
Partnervest Advisory Services
California
$449K -$8.28K -79 -2%
EFS
1066
Essex Financial Services
Connecticut
$447K +$40.3K +385 +10%
HK
1067
Horizon Kinetics
New York
$442K +$15.7K +150 +4%
ATC
1068
Argent Trust Co
Tennessee
$442K +$118K +1,131 +37%
HH
1069
Hilltop Holdings
Texas
$438K -$145K -1,385 -25%
CL
1070
Choreo LLC
Illinois
$438K -$88.8K -848 -17%
HCM
1071
Highbridge Capital Management
New York
$438K +$438K +4,188 New
AIIMS
1072
Analyst IMS Investment Management Services
Israel
$435K -$58.2K -555 -12%
SRC
1073
Shufro Rose & Co
New York
$435K +$73.2K +700 +20%
BMM
1074
Buffington Mohr McNeal
Idaho
$432K +$202K +1,925 +88%
IAMOG
1075
Investors Asset Management of Georgia
Georgia
$431K +$136K +1,295 +46%
41 42
43
44 45