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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 %
CPA
1051
Capital Planning Advisors
California
$509K -$228K -2,145 -31%
EB
1052
Eastern Bank
Massachusetts
$508K -$57.5K -542 -10%
MFBTD
1053
MB Financial Bank - Trust Department
Illinois
$504K -$2.87K -27 -0.6%
Fiera Capital (Canada)
1054
Fiera Capital (Canada)
Quebec, Canada
$500K -$603K -5,683 -55%
WS
1055
Wedbush Securities
California
$500K +$35.8K +337 +8%
CIAS
1056
Capital Investment Advisory Services
North Carolina
$499K -$9.36K -88 -2%
TC
1057
Truvestments Capital
Florida
$498K +$498K +4,685 New
FWM
1058
Frontier Wealth Management
Missouri
$493K -$32.1K -302 -6%
CC
1059
Cedar Capital
Illinois
$491K +$137K +1,294 +39%
ACM
1060
Alethea Capital Management
Washington
$488K +$488K +4,598 New
Holocene Advisors
1061
Holocene Advisors
New York
$487K -$14.7M -138,284 -97%
SIAP
1062
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$486K +$157K +1,476 +48%
NEPWA
1063
New England Private Wealth Advisors
Massachusetts
$485K +$319 +3 +0.1%
AOWM
1064
Alpha Omega Wealth Management
Virginia
$482K -$29.7K -280 -6%
LSCM
1065
LaSalle Street Capital Management
Illinois
$481K -$273K -2,573 -36%
KWMG
1066
King Wealth Management Group
Florida
$479K -$2.87K -27 -0.6%
KCM
1067
Kanawha Capital Management
Virginia
$478K – – –
JA
1068
JOYN Advisors
Georgia
$477K +$246K +2,320 +107%
IAMOG
1069
Investors Asset Management of Georgia
Georgia
$476K +$39.1K +368 +9%
BFA
1070
Bragg Financial Advisors
North Carolina
$474K -$73.3K -690 -13%
BWL
1071
Bogart Wealth LLC
Virginia
$474K +$9.77K +92 +2%
MBT
1072
Monroe Bank & Trust
Michigan
$473K -$8.19K -77 -2%
MIFH
1073
Migdal Insurance & Financial Holdings
Israel
$473K +$444K +4,182 +1,526%
BAS
1074
Brown Advisory Securities
Maryland
$472K -$41.4K -391 -8%
ANBT
1075
American National Bank & Trust
Texas
$470K -$1.06K -10 -0.2%
41 42
43
44 45