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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 %
SWA
1226
Sutton Wealth Advisors
Florida
$211K – – –
RA
1227
RFG Advisory
Alabama
$210K +$1.78K +17 +0.9%
TNBTD
1228
Trustmark National Bank Trust Department
Mississippi
$209K -$37.6K -359 -15%
SM
1229
Salzhauer Michael
$209K – – –
QOP
1230
Quinn Opportunity Partners
Virginia
$209K – – –
HIIFS
1231
Harel Insurance Investments & Financial Services
Israel
$209K +$105K +1,000 +100%
CBTWT
1232
Community Bank & Trust (Waco, Texas)
Texas
$208K +$29.2K +278 +16%
CAM
1233
Concorde Asset Management
Michigan
$207K +$10.7K +102 +5%
BJL
1234
Brighton Jones LLC
Washington
$206K -$35.2K -336 -15%
RMDI
1235
R.M. Davis Inc
Maine
$205K -$119K -1,137 -37%
BFM
1236
Boothbay Fund Management
New York
$205K -$119K -1,131 -37%
CIC
1237
Chase Investment Counsel
Virginia
$204K +$204K +1,955 New
NEAM
1238
New England Asset Management
Connecticut
$203K – – –
BFA
1239
Beaumont Financial Advisors
Massachusetts
$202K -$176K -1,680 -47%
EAM
1240
Exane Asset Management
France
$198K +$86.2K +824 +77%
GEA
1241
Glen Eagle Advisors
New Jersey
$197K -$13.6K -130 -6%
BRC
1242
Bell Rock Capital
Delaware
$195K -$169K -1,605 -46%
AW
1243
Alpha Windward
Massachusetts
$195K +$5.25K +50 +3%
WB
1244
Webster Bank
Connecticut
$190K -$5.43K -52 -3%
BFC
1245
Bedel Financial Consulting
Indiana
$187K – – –
CHP
1246
Cable Hill Partners
Oregon
$184K -$4.96K -47 -3%
Man Group
1247
Man Group
United Kingdom
$182K +$182K +1,738 New
C
1248
Cerebellum
California
$181K +$110K +1,056 +157%
LJHT
1249
Laurie J. Hall Trustee
$178K – – –
MOS
1250
MGO One Seven
Ohio
$174K -$21.3K -203 -11%
48 49
50
51 52