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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 %
DAM
1176
Deltec Asset Management
New York
$292K – – –
FCAG
1177
First Capital Advisors Group
New Jersey
$292K +$19.5K +167 +7%
HCM
1178
Harvey Capital Management
Florida
$291K – – –
GBT
1179
Grove Bank & Trust
Florida
$288K -$12.8K -109 -4%
GTAM
1180
Global Trust Asset Management
Florida
$287K +$5.83K +50 +2%
BHBT
1181
Burke & Herbert Bank & Trust
Virginia
$286K – – –
DAM
1182
Diamant Asset Management
Connecticut
$286K – – –
CWM
1183
Concentric Wealth Management
California
$284K – – –
CIC
1184
Chase Investment Counsel
Virginia
$283K +$50.1K +430 +22%
WSC
1185
Wellington Shields & Co
New York
$280K -$198K -1,700 -41%
PI
1186
Pettee Investors
Connecticut
$280K – – –
LOAMS
1187
Lombard Odier Asset Management (Switzerland)
Switzerland
$279K -$935K -8,000 -77%
CCFCSB
1188
Cape Cod Five Cents Savings Bank
Massachusetts
$278K – – –
FMBTD
1189
First Midwest Bank Trust Division
Illinois
$278K +$278K +2,375 New
HCM
1190
Hodges Capital Management
Texas
$277K +$4.68K +40 +2%
MA
1191
MANA Advisors
New York
$274K +$274K +2,348 New
CBN
1192
Cadence Bank NA
Texas
$271K -$8.89K -76 -3%
BRWM
1193
B. Riley Wealth Management
Tennessee
$271K +$271K +2,320 New
DZ Bank
1194
DZ Bank
Germany
$269K -$195K -1,670 -42%
MHIC
1195
Marble Harbor Investment Counsel
Massachusetts
$269K – – –
CPIA
1196
Cornell Pochily Investment Advisors
New York
$269K +$700 +6 +0.3%
RIM
1197
Redwood Investment Management
Arizona
$269K +$269K +2,305 New
RP
1198
Rice Partnership
Hawaii
$266K – – –
FPCG
1199
Fort Pitt Capital Group
Pennsylvania
$265K -$35K -299 -12%
FPFS
1200
First Personal Financial Services
North Carolina
$265K – – –
46 47
48
49 50