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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 %
DDC
1151
DF Dent & Co
Maryland
$319K -$34.6K -325 -10%
MJRIC
1152
Mogy Joel R Investment Counsel
California
$319K – – –
AB
1153
Atlas Brown
Kentucky
$313K +$21.8K +201 +7%
AIM
1154
Arcadia Investment Management
Michigan
$311K – – –
MWPCG
1155
Measured Wealth Private Client Group
New Hampshire
$310K +$310K +2,922 New
LCM
1156
LVM Capital Management
Michigan
$309K – – –
1IA
1157
1834 Investment Advisors
Wisconsin
$308K -$53.1K -500 -15%
GRP
1158
Global Retirement Partners
California
$307K -$1.6K -15 -0.5%
MMHP
1159
Murphy Middleton Hinkle & Parker
Georgia
$306K +$8.7K +82 +3%
DWM
1160
Dakota Wealth Management
Florida
$306K +$306K +2,879 New
SSA
1161
Schonfeld Strategic Advisors
New York
$305K -$1.9M -17,871 -86%
AHB
1162
Abner Herrman & Brock
New Jersey
$303K -$2.66K -25 -0.9%
FMLI
1163
Fukoku Mutual Life Insurance
Japan
$297K – – –
OC
1164
Oakworth Capital
Alabama
$297K +$9.03K +85 +3%
CF
1165
Corrigan Financial
Rhode Island
$293K – – –
PWAP
1166
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$292K – – –
CAN
1167
Claraphi Advisory Network
United States
$291K -$2.77K -26 -0.9%
CONA
1168
Capital One National Association
New York
$291K +$291K +2,735 New
KLWA
1169
Kelly Lawrence W & Associates
California
$287K – – –
CBTWT
1170
Community Bank & Trust (Waco, Texas)
Texas
$287K +$76.4K +720 +36%
GC
1171
Grace Capital
Massachusetts
$286K +$286K +2,700 New
PWM
1172
Perigon Wealth Management
California
$285K +$275K +2,594 +2,789%
HCA
1173
Harbour Capital Advisors
Virginia
$281K -$32.8K -310 -10%
CCM
1174
Crossvault Capital Management
Texas
$279K +$279K +2,630 New
AB
1175
AT Bancorp
Iowa
$278K – – –
45 46
47
48 49