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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 %
BWM
1101
Baystate Wealth Management
Massachusetts
$420K +$12.2K +114 +3%
PK
1102
Pflug Koory
Nebraska
$419K – – –
BSB
1103
Bangor Savings Bank
Maine
$410K -$3.82K -36 -0.9%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$409K -$73.4K -691 -15%
KC
1105
Kingfisher Capital
North Carolina
$406K +$27.5K +259 +7%
CW
1106
CreativeOne Wealth
Kansas
$405K – – –
PG
1107
Patten Group
Tennessee
$403K +$26.6K +250 +7%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K -$519K -4,887 -56%
LWCFA
1109
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$398K -$16.2K -153 -4%
FLI
1110
Family Legacy Inc
South Carolina
$396K – – –
GT
1111
Greenleaf Trust
Michigan
$393K +$393K +3,702 New
CA
1112
Cynosure Advisors
Utah
$392K +$78.3K +737 +25%
CAG
1113
Csenge Advisory Group
Florida
$389K +$389K +3,664 New
CA
1114
Corrado Advisors
New Jersey
$387K – – –
SFG
1115
SNS Financial Group
Minnesota
$385K +$4.78K +45 +1%
SWM
1116
Segment Wealth Management
Texas
$381K -$22.5K -212 -6%
HH
1117
Hilltop Holdings
Texas
$380K -$64.8K -610 -15%
LB
1118
Landmark Bank
Missouri
$379K +$379K +3,565 New
SC
1119
Savant Capital
Illinois
$375K -$850 -8 -0.2%
CL
1120
Choreo LLC
Illinois
$373K -$70.8K -667 -16%
P
1121
Pitcairn
Pennsylvania
$373K -$16.5K -155 -4%
WWM
1122
Windsor Wealth Management
Indiana
$369K +$20.2K +190 +6%
AIA
1123
AIMZ Investment Advisors
California
$366K – – –
MWM
1124
Meridian Wealth Management
Kentucky
$366K +$11.4K +107 +3%
RBC
1125
Roble Belko & Company
Pennsylvania
$364K – – –
43 44
45
46 47