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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 %
DIA
1051
Dana Investment Advisors
Wisconsin
$419K +$242K +2,479 +136%
CSS
1052
Cubist Systematic Strategies
Connecticut
$412K -$1.52M -15,565 -79%
PAS
1053
Partnervest Advisory Services
California
$410K -$16.3K -167 -4%
BCA
1054
Berman Capital Advisors
Georgia
$410K +$410K +4,212 New
HH
1055
Hilltop Holdings
Texas
$407K -$34K -349 -8%
LPWM
1056
Lake Point Wealth Management
Texas
$407K +$407K +4,172 New
FHA
1057
First Horizon Advisors
Tennessee
$401K +$20.4K +209 +5%
WAM
1058
Weatherly Asset Management
California
$397K -$4.88K -50 -1%
TA
1059
TFG Advisers
Michigan
$397K +$397K +4,078 New
JIC
1060
Johnson Investment Counsel
Ohio
$396K -$123K -1,260 -24%
WIC
1061
Whitegate Investment Counselors
New Hampshire
$395K +$85.3K +875 +28%
AIM
1062
ARK Investment Management
Florida
$394K -$110K -1,126 -22%
CDH
1063
Charles D. Hyman
$394K +$212K +2,177 +117%
BWM
1064
Baystate Wealth Management
Massachusetts
$392K +$2.34K +23 +0.6%
CFS
1065
CRA Financial Services
New Jersey
$392K +$392K +4,015 New
AIM
1066
Axiom Investment Management
New York
$392K +$392K +4,017 New
PK
1067
Pflug Koory
Nebraska
$390K +$4.88K +50 +1%
RFM
1068
Royal Fund Management
Florida
$389K -$7.21K -74 -2%
EWM
1069
Evermay Wealth Management
Virginia
$388K +$388K +3,974 New
SRC
1070
Shufro Rose & Co
New York
$386K – – –
BSB
1071
Bangor Savings Bank
Maine
$384K +$2.24K +23 +0.6%
APA
1072
American Portfolios Advisors
New York
$384K -$114K -1,166 -23%
QAM
1073
Quantres Asset Management
Cayman Islands
$380K -$1.54M -15,800 -80%
EB
1074
Eastern Bank
Massachusetts
$378K -$3.8K -39 -1%
MBT
1075
Monroe Bank & Trust
Michigan
$374K +$781 +8 +0.2%
41 42
43
44 45