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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 %
KTC
1226
Kistler-Tiffany Companies
Pennsylvania
$245K -$13.2K -113 -5%
DC
1227
DeDora Capital
California
$243K +$5.37K +46 +2%
SFG
1228
Summit Financial Group
West Virginia
$242K – – –
RG
1229
Rikoon Group
New Mexico
$239K +$13.1K +113 +6%
Rafferty Asset Management
1230
Rafferty Asset Management
New York
$238K -$120K -1,031 -34%
PP
1231
Palladium Partners
Virginia
$238K – – –
FA
1232
FCG Advisors
New Jersey
$236K +$236K +2,023 New
SWA
1233
Sutton Wealth Advisors
Florida
$235K – – –
HIIFS
1234
Harel Insurance Investments & Financial Services
Israel
$234K – – –
QOP
1235
Quinn Opportunity Partners
Virginia
$234K – – –
AFNAS
1236
American Financial Network Advisory Services
California
$234K +$231K +1,977 +8,596%
UAM
1237
UAS Asset Management
New York
$233K -$23.3K -200 -9%
SM
1238
Salzhauer Michael
$233K – – –
AWM
1239
Aries Wealth Management
Maine
$232K – – –
BJL
1240
Brighton Jones LLC
Washington
$231K +$7.02K +60 +3%
BFM
1241
Boston Financial Management
Massachusetts
$229K -$4.66K -40 -2%
CAM
1242
CenterStar Asset Management
Illinois
$229K – – –
GLI
1243
Guardian Life Insurance
New York
$228K +$5.37K +46 +2%
NEAM
1244
New England Asset Management
Connecticut
$226K – – –
BB
1245
Busey Bank
Illinois
$226K +$226K +1,939 New
SAM
1246
SignalPoint Asset Management
Missouri
$225K +$225K +1,921 New
B
1247
Brightworth
Georgia
$224K -$2.34K -20 -1%
TC
1248
Telemus Capital
Michigan
$224K +$224K +1,922 New
CIC
1249
Cornercap Investment Counsel
Georgia
$223K -$43.6K -374 -16%
CAM
1250
Concorde Asset Management
Michigan
$222K -$701 -6 -0.3%
48 49
50
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