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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 %
PG
1101
Patten Group
Tennessee
$371K -$117K -1,115 -24%
AAM
1102
American Asset Management
Florida
$370K -$156K -1,490 -30%
SC
1103
Savant Capital
Illinois
$370K +$7.42K +71 +2%
AIA
1104
AIMZ Investment Advisors
California
$361K – – –
MWM
1105
Mascoma Wealth Management
New Hampshire
$361K +$225K +2,153 +166%
RE
1106
RBC Europe
United Kingdom
$358K – – –
RBC
1107
Roble Belko & Company
Pennsylvania
$358K – – –
RAM
1108
Redmond Asset Management
Virginia
$357K -$33.5K -320 -9%
1IA
1109
1834 Investment Advisors
Wisconsin
$356K -$52.4K -500 -13%
SBWM
1110
Sunflower Bank Wealth Management
Arizona
$356K – – –
LCS
1111
Levin Capital Strategies
New York
$356K – – –
TCB
1112
Texas Capital Bancshares
Texas
$353K +$16.4K +156 +5%
MWM
1113
Meridian Wealth Management
Kentucky
$350K +$20.3K +194 +6%
DI
1114
Diligent Investors
California
$350K +$37.6K +360 +12%
VCM
1115
Versant Capital Management
Arizona
$349K -$66.4K -636 -16%
DDC
1116
DF Dent & Co
Maryland
$348K -$37.9K -362 -10%
CC
1117
Cedar Capital
Illinois
$348K +$70.9K +678 +26%
HCM
1118
Highlander Capital Management
New Jersey
$345K – – –
WIC
1119
Whitegate Investment Counselors
New Hampshire
$345K +$105K +1,000 +44%
CF
1120
Centaurus Financial
California
$344K -$14.8K -141 -4%
WWM
1121
Windsor Wealth Management
Indiana
$343K +$47.1K +450 +16%
SP
1122
Successful Portfolios
Florida
$337K +$19.7K +188 +6%
ARMT
1123
Amica Retiree Medical Trust
Rhode Island
$336K +$72.2K +690 +27%
WRM
1124
Weybosset Research & Management
Rhode Island
$335K -$5.23K -50 -2%
BCI
1125
Brinker Capital Investments
Pennsylvania
$332K -$55.2K -528 -14%
43 44
45
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