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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1226
Western Wealth Management
Colorado
$207K +$207K +2,123 New
GI
1227
Glovista Investments
New Jersey
$205K -$107K -1,100 -34%
SAM
1228
Seelaus Asset Management
New Jersey
$205K -$2.74K -28 -1%
B
1229
Bellecapital
Switzerland
$205K +$205K +2,100 New
BTNA
1230
Bremer Trust National Association
Minnesota
$205K +$205K +2,103 New
RMCM
1231
Reynders McVeigh Capital Management
Massachusetts
$203K -$13K -133 -6%
SFG
1232
Summit Financial Group
West Virginia
$202K – – –
IMC Chicago
1233
IMC Chicago
Illinois
$202K +$202K +2,074 New
ESB
1234
Essex Savings Bank
Connecticut
$202K +$202K +2,075 New
CAN
1235
Claraphi Advisory Network
United States
$201K -$46.3K -474 -19%
VCP
1236
Vista Capital Partners
Oregon
$200K -$8.26K -85 -4%
HWM
1237
Holloway Wealth Management
Florida
$200K -$3.11M – –
HCA
1238
Horan Capital Advisors
Ohio
$199K +$199K +2,036 New
ONST
1239
Old North State Trust
North Carolina
$197K -$13.6K -140 -6%
SM
1240
Salzhauer Michael
$194K – – –
ACS
1241
Archford Capital Strategies
Illinois
$193K -$94.7K -969 -33%
GLI
1242
Guardian Life Insurance
New York
$192K +$880 +9 +0.5%
SNT
1243
Security National Trust
West Virginia
$192K +$40.1K +410 +26%
NEAM
1244
New England Asset Management
Connecticut
$189K – – –
ST
1245
Smithfield Trust
Pennsylvania
$188K -$585K -6,007 -76%
LJHT
1246
Laurie J. Hall Trustee
$188K – – –
TI
1247
Truehand Inc
New Hampshire
$186K +$186K +1,912 New
GEA
1248
Glen Eagle Advisors
New Jersey
$184K +$975 +10 +0.5%
FANJ
1249
Financial Architects (New Jersey)
New Jersey
$183K -$33.1K -340 -15%
KA
1250
Kaizen Advisory
Illinois
$183K +$13.4K +137 +8%
48 49
50
51 52