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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 %
FCFS
1101
First Command Financial Services
Texas
$335K +$123K +1,266 +58%
ANBT
1102
American National Bank & Trust
Texas
$334K -$138K -1,421 -29%
RBC
1103
Roble Belko & Company
Pennsylvania
$334K – – –
Rafferty Asset Management
1104
Rafferty Asset Management
New York
$334K +$135K +1,386 +68%
TSWM
1105
Triangle Securities Wealth Management
North Carolina
$333K -$82.5K -845 -20%
GRP
1106
Global Retirement Partners
California
$331K +$20.3K +208 +7%
OC
1107
Oakworth Capital
Alabama
$331K +$30.1K +309 +10%
CBFP
1108
Cedar Brook Financial Partners
Ohio
$329K +$329K +3,378 New
MWM
1109
Meridian Wealth Management
Kentucky
$327K +$327K +3,351 New
JA
1110
JOYN Advisors
Georgia
$326K -$117K -1,199 -26%
WWM
1111
Windsor Wealth Management
Indiana
$326K -$12.7K -130 -4%
HCM
1112
Highlander Capital Management
New Jersey
$324K – – –
DWM
1113
Dakota Wealth Management
Florida
$324K +$4.29K +41 +1%
CAM
1114
Chesapeake Asset Management
New York
$323K -$980K -10,044 -75%
AssetMark Inc
1115
AssetMark Inc
California
$322K -$1.53M -15,720 -83%
MMHP
1116
Murphy Middleton Hinkle & Parker
Georgia
$319K +$37.4K +384 +13%
DI
1117
Diligent Investors
California
$317K +$9.76K +100 +3%
FHA
1118
Flagship Harbor Advisors
Massachusetts
$316K -$178K -1,833 -36%
CFA
1119
Camarda Financial Advisors
Florida
$315K +$2.73K +28 +0.9%
AF
1120
Advisornet Financial
Minnesota
$314K +$17.1K +175 +6%
ARMT
1121
Amica Retiree Medical Trust
Rhode Island
$313K – – –
WRM
1122
Weybosset Research & Management
Rhode Island
$312K – – –
SFSIG
1123
San Francisco Sentry Investment Group
California
$307K -$4.1K -42 -1%
VWA
1124
V Wealth Advisors
Kansas
$306K -$10.4K -106 -3%
KWM
1125
Kingsview Wealth Management
Oregon
$306K +$14.9K +153 +5%
43 44
45
46 47