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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 %
PIA
1076
Peachtree Investment Advisors
Georgia
$463K – – –
FHA
1077
First Horizon Advisors
Tennessee
$462K -$32K -302 -6%
AIIMS
1078
Analyst IMS Investment Management Services
Israel
$461K +$21.2K +200 +5%
EFS
1079
Essex Financial Services
Connecticut
$454K – – –
BMM
1080
Buffington Mohr McNeal
Idaho
$454K +$16K +151 +4%
TSWM
1081
Triangle Securities Wealth Management
North Carolina
$452K +$33.7K +317 +8%
RFM
1082
Royal Fund Management
Florida
$451K +$234K +2,200 +107%
HK
1083
Horizon Kinetics
New York
$449K – – –
DCM
1084
Dynamic Capital Management
Jersey
$449K +$178K +1,676 +66%
SL
1085
Signition LP
New York
$448K +$448K +4,217 New
CAM
1086
Congress Asset Management
Massachusetts
$447K -$4.46M -41,921 -91%
TP
1087
Truvvo Partners
New York
$446K -$621K -5,856 -58%
SAA
1088
Southeast Asset Advisors
Georgia
$446K +$21.2K +200 +5%
BCP
1089
Berkeley Capital Partners
Georgia
$438K -$80.1K -754 -15%
RI
1090
Ridgewood Investments
New Jersey
$437K +$13.2K +124 +3%
WSC
1091
Wellington Shields & Co
New York
$436K -$266K -2,500 -38%
PAS
1092
Partnervest Advisory Services
California
$435K -$19.7K -186 -4%
BLA
1093
Balter Liquid Alternatives
Massachusetts
$433K +$56.2K +530 +15%
RAM
1094
Redmond Asset Management
Virginia
$432K +$69K +649 +19%
SRC
1095
Shufro Rose & Co
New York
$431K -$10.6K -100 -2%
B
1096
Bailard
California
$431K -$5.32K -50 -1%
WAM
1097
Weatherly Asset Management
California
$427K +$2.02K +19 +0.5%
CCIA
1098
Campbell & Co Investment Adviser
Maryland
$425K +$425K +4,000 New
KA
1099
Kovack Advisors
Florida
$423K +$44.4K +418 +12%
DZ Bank
1100
DZ Bank
Germany
$421K -$4.34M -40,923 -91%
42 43
44
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