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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 %
RMDI
1201
R.M. Davis Inc
Maine
$265K +$13.2K +113 +5%
GFP
1202
Gryphon Financial Partners
Ohio
$265K +$138K +1,178 +108%
SCA
1203
Stuart Chaussee & Associates
California
$261K – – –
CC
1204
Chicago Capital
Illinois
$261K – – –
FANJ
1205
Financial Architects (New Jersey)
New Jersey
$259K -$5.84K -50 -2%
SFG
1206
Sather Financial Group
Texas
$259K – – –
RMCM
1207
Reynders McVeigh Capital Management
Massachusetts
$258K -$5.84K -50 -2%
CCIA
1208
Campbell & Co Investment Adviser
Maryland
$257K -$210K -1,800 -45%
Dodge & Cox
1209
Dodge & Cox
California
$257K +$257K +2,200 New
SFA
1210
Stewardship Financial Advisors
Georgia
$256K – – –
CB
1211
CNB Bank
Pennsylvania
$256K +$934 +8 +0.4%
AAM
1212
American Asset Management
Florida
$255K -$23.3K -200 -8%
MMA
1213
Miracle Mile Advisors
California
$255K – – –
FCFS
1214
First Command Financial Services
Texas
$254K -$29.2K -250 -10%
FCB
1215
First Command Bank
Texas
$254K -$29.2K -250 -10%
ONST
1216
Old North State Trust
North Carolina
$253K +$253K +2,168 New
VCP
1217
Vista Capital Partners
Oregon
$250K – – –
AB
1218
Atlas Brown
Kentucky
$249K -$87.2K -748 -26%
ICM
1219
IMS Capital Management
Oregon
$249K +$350 +3 +0.1%
NFA
1220
Nuveen Fund Advisors
Illinois
$248K -$110K -942 -31%
SAM
1221
Seelaus Asset Management
New Jersey
$248K +$117 +1 +0%
MSFP
1222
Mark Sheptoff Financial Planning
Connecticut
$248K +$194K +1,665 +362%
LJAC
1223
L.J. Altfest & Co
New York
$247K -$12.7K -109 -5%
FSA
1224
Franklin Street Advisors
North Carolina
$246K +$23.3K +200 +10%
FCH
1225
Freestone Capital Holdings
Washington
$246K +$246K +2,104 New
47 48
49
50 51