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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.79B
2
VVP
Vulcan Value Partners
Alabama
+$308M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$64.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
EVM
Eaton Vance Management
Massachusetts
-$204M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$155M
4
Lazard Asset Management
Lazard Asset Management
New York
-$121M
5
BlackRock
BlackRock
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1226
Jones Financial Companies
Missouri
$233K +$233K +2,196 New
MMA
1227
Miracle Mile Advisors
California
$232K – – –
CB
1228
CNB Bank
Pennsylvania
$232K +$6.37K +60 +3%
JFL
1229
Jarislowsky, Fraser Ltd
Quebec, Canada
$231K -$79.4K -750 -26%
RMDI
1230
R.M. Davis Inc
Maine
$229K +$21.3K +200 +10%
VCP
1231
Vista Capital Partners
Oregon
$227K – – –
ICM
1232
IMS Capital Management
Oregon
$226K -$19.8K -187 -8%
SAM
1233
Seelaus Asset Management
New Jersey
$226K -$15.7K -148 -7%
SFG
1234
Summit Financial Group
West Virginia
$220K – – –
PP
1235
Palladium Partners
Virginia
$217K -$1.92K -18 -0.9%
DC
1236
DeDora Capital
California
$216K +$1.38K +13 +0.6%
IFAM
1237
Institutional & Family Asset Management
Colorado
$215K -$3.83K -36 -2%
EWF
1238
Epstein & White Financial
California
$214K -$11.7K -94 -5%
SWA
1239
Sutton Wealth Advisors
Florida
$214K – – –
BFM
1240
Boston Financial Management
Massachusetts
$213K -$61.6K -580 -22%
NJBEST
1241
New Jersey Better Educational Savings Trust
New Jersey
$212K -$265K -2,500 -56%
SM
1242
Salzhauer Michael
$212K – – –
HIIFS
1243
Harel Insurance Investments & Financial Services
Israel
$212K – – –
QOP
1244
Quinn Opportunity Partners
Virginia
$212K – – –
CIC
1245
Chase Investment Counsel
Virginia
$212K +$4.77K +45 +2%
BCA
1246
Berman Capital Advisors
Georgia
$210K -$5.31K -50 -2%
RG
1247
Rikoon Group
New Mexico
$206K -$19.8K -187 -9%
NEAM
1248
New England Asset Management
Connecticut
$206K – – –
B
1249
Brightworth
Georgia
$206K +$206K +1,938 New
WA
1250
Wealth Architects
California
$203K -$17.6K -166 -8%
48 49
50
51 52