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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)
1
Eagle Capital Management (New York)
New York
$538M
2
Bank of America
2
Bank of America
North Carolina
$1.57B
3
EVM
3
Eaton Vance Management
Massachusetts
$399M
4
LCOV
4
London Company of Virginia
Virginia
$196M
5
Franklin Resources
5
Franklin Resources
California
$781M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$121M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$747M
4
EIP
4
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$61.6M -$3.13M -29,862 -5%
PP
102
Prudential plc
United Kingdom
$59.4M +$8.57M +81,904 +17%
RRAM
103
River Road Asset Management
Kentucky
$58.6M -$3.66M -35,008 -6%
Stifel Financial
104
Stifel Financial
Missouri
$57.7M -$18.1M -172,661 -24%
FFA
105
First Foundation Advisors
California
$57.1M -$857K -8,190 -1%
GT
106
Glenmede Trust
Pennsylvania
$56.6M – – –
Comerica Bank
107
Comerica Bank
Texas
$56.4M -$1.53M -13,942 -3%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$55.4M -$25.9M -247,304 -32%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$54.9M -$33.2M -317,500 -38%
GIA
110
Gateway Investment Advisers
Ohio
$54.9M -$8.12M -77,584 -13%
BBHC
111
Brown Brothers Harriman & Co
New York
$53.2M -$1.6M -15,334 -3%
CSIC
112
Clifford Swan Investment Counsel
California
$50.3M +$3.78M +36,108 +8%
BTW
113
Boston Trust Walden
Massachusetts
$50.2M +$1.13M +10,767 +2%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.2M -$2.26M -21,603 -4%
SAM
115
Scopus Asset Management
New York
$48.7M +$48.7M +465,000 New
Natixis Advisors
116
Natixis Advisors
Massachusetts
$46.8M -$6.88M -65,762 -13%
Allianz Asset Management
117
Allianz Asset Management
Germany
$46.3M +$30.4M +290,203 +190%
DC
118
Davenport & Co
Virginia
$46.3M +$41.7M +398,322 +899%
AA
119
ALPS Advisors
Colorado
$46.3M +$4.26M +40,674 +10%
GC
120
Guggenheim Capital
Illinois
$46.1M -$630K -6,023 -1%
SO
121
STRS Ohio
Ohio
$44.6M -$664K -6,347 -1%
Axa
122
Axa
France
$44.4M -$4.87M -46,523 -10%
CAM
123
Cacti Asset Management
Georgia
$43.6M +$1.17M +11,223 +3%
M&T Bank
124
M&T Bank
New York
$43.1M +$6.36M +60,806 +17%
US Bancorp
125
US Bancorp
Minnesota
$42.6M +$2.59M +24,769 +6%
3 4
5
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