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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$538M
2
Bank of America
Bank of America
North Carolina
+$389M
3
EVM
Eaton Vance Management
Massachusetts
+$224M
4
LCOV
London Company of Virginia
Virginia
+$196M
5
Franklin Resources
Franklin Resources
California
+$162M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$652M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
4
EIP
Epoch Investment Partners
New York
-$169M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1201
Calton & Associates
Florida
$233K -$35.2K -337 -13%
SFG
1202
Sather Financial Group
Texas
$233K +$233K +2,224 New
FIAS
1203
FinTrust Investment Advisory Services
South Carolina
$232K +$21.6K +206 +10%
CFA
1204
Camarda Financial Advisors
Florida
$230K – – –
GAMA
1205
Graticule Asia Macro Advisors
New York
$230K +$230K +2,200 New
PA
1206
Parallel Advisors
California
$229K -$1.57K -15 -0.7%
JA
1207
JOYN Advisors
Georgia
$228K -$56.5K -539 -20%
MMA
1208
Miracle Mile Advisors
California
$228K -$31.3K -300 -12%
CIC
1209
Cornercap Investment Counsel
Georgia
$227K +$6.26K +60 +3%
RIM
1210
Redwood Investment Management
Arizona
$225K +$225K +2,152 New
VCP
1211
Vista Capital Partners
Oregon
$224K -$14.9K -143 -6%
CBN
1212
Cadence Bank NA
Texas
$223K +$11K +105 +5%
FCAG
1213
First Capital Advisors Group
New Jersey
$223K +$28.5K +273 +15%
EWF
1214
Epstein & White Financial
California
$223K +$42.8K +348 +24%
CB
1215
CNB Bank
Pennsylvania
$222K -$163K -1,558 -42%
RG
1216
Rikoon Group
New Mexico
$220K +$220K +2,128 New
WA
1217
Wealth Architects
California
$218K -$6.5K -62 -3%
SFG
1218
Summit Financial Group
West Virginia
$217K – – –
PP
1219
Palladium Partners
Virginia
$215K +$215K +2,057 New
IFAM
1220
Institutional & Family Asset Management
Colorado
$215K +$215K +2,057 New
RFM
1221
Royal Fund Management
Florida
$214K -$37.3K -357 -15%
AWM
1222
Aries Wealth Management
Maine
$214K +$34.6K +327 +19%
DC
1223
DeDora Capital
California
$212K -$13.6K -130 -6%
SAM
1224
SignalPoint Asset Management
Missouri
$212K +$34.5K +329 +19%
BCA
1225
Berman Capital Advisors
Georgia
$212K +$212K +2,026 New
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