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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 %
CW
1076
CreativeOne Wealth
Kansas
$373K +$1.46K +15 +0.4%
GFS
1077
GYL Financial Synergies
Connecticut
$371K +$371K +3,803 New
MIH
1078
Meitav Investment House
Israel
$369K -$98.2K -1,006 -21%
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K – – –
SG
1080
StoneX Group
New York
$364K +$96K +983 +36%
UBG
1081
United Bank (Georgia)
Georgia
$363K -$107K -1,099 -23%
Acadian Asset Management
1082
Acadian Asset Management
Massachusetts
$362K -$748K -7,663 -67%
SAA
1083
Southeast Asset Advisors
Georgia
$361K -$48.8K -500 -12%
LA
1084
LVW Advisors
New York
$358K -$675K -6,930 -65%
PG
1085
Patten Group
Tennessee
$358K -$12.2K -125 -3%
BCI
1086
Brinker Capital Investments
Pennsylvania
$358K +$45.2K +463 +14%
CA
1087
Corrado Advisors
New Jersey
$356K – – –
KC
1088
Kingfisher Capital
North Carolina
$356K +$3.03K +31 +0.9%
FAM
1089
Flaharty Asset Management
Florida
$356K +$356K +3,652 New
FLI
1090
Family Legacy Inc
South Carolina
$354K -$9.26K -95 -3%
BFO
1091
Boston Family Office
Massachusetts
$352K – – –
SVWA
1092
Sound View Wealth Advisors
Georgia
$352K +$352K +3,606 New
RCAG
1093
Rehmann Capital Advisory Group
Michigan
$352K -$7.02K -72 -2%
SC
1094
Savant Capital
Illinois
$350K -$12.8K -131 -4%
LB
1095
Landmark Bank
Missouri
$350K +$22.8K +234 +7%
SFG
1096
SNS Financial Group
Minnesota
$345K -$1.86K -19 -0.5%
BFA
1097
Bragg Financial Advisors
North Carolina
$344K – – –
AIA
1098
AIMZ Investment Advisors
California
$336K – – –
TCB
1099
Texas Capital Bancshares
Texas
$336K +$3.9K +40 +1%
FCB
1100
First Command Bank
Texas
$335K +$123K +1,266 +58%
42 43
44
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