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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAA
1101
Peregrine Asset Advisers
Oregon
$418K +$418K +3,582 New
AL
1102
Aspiriant LLC
California
$415K -$8.06M -68,265 -95%
SFG
1103
SNS Financial Group
Minnesota
$415K -$8.06K -69 -2%
BFA
1104
Bragg Financial Advisors
North Carolina
$411K -$110K -940 -21%
HW
1105
Hancock Whitney
Mississippi
$407K +$407K +3,485 New
WWM
1106
Windsor Wealth Management
Indiana
$405K – – –
AIA
1107
AIMZ Investment Advisors
California
$402K – – –
RBC
1108
Roble Belko & Company
Pennsylvania
$400K – – –
CL
1109
Choreo LLC
Illinois
$398K -$12.5K -107 -3%
TCB
1110
Texas Capital Bancshares
Texas
$398K – – –
CAM
1111
Congress Asset Management
Massachusetts
$397K -$94.3K -807 -19%
WSCM
1112
Wellington Shields Capital Management
New York
$393K -$175K -1,500 -31%
LB
1113
Landmark Bank
Missouri
$392K -$24.3K -208 -6%
VAM
1114
Verity Asset Management
North Carolina
$391K +$30.9K +265 +9%
MIG
1115
McGuire Investment Group
Rhode Island
$389K +$389K +3,329 New
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K -$51.7K -443 -12%
HCM
1117
Highlander Capital Management
New Jersey
$388K – – –
P
1118
Pitcairn
Pennsylvania
$380K -$29.9K -256 -7%
VWA
1119
V Wealth Advisors
Kansas
$378K +$30.7K +261 +9%
ARMT
1120
Amica Retiree Medical Trust
Rhode Island
$375K – – –
BCI
1121
Brinker Capital Investments
Pennsylvania
$374K -$13.7K -117 -4%
WRM
1122
Weybosset Research & Management
Rhode Island
$374K – – –
CFA
1123
Camarda Financial Advisors
Florida
$374K +$117K +1,000 +45%
GI
1124
Glovista Investments
New Jersey
$374K +$374K +3,200 New
SFSIG
1125
San Francisco Sentry Investment Group
California
$372K +$15.6K +134 +4%
43 44
45
46 47