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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 %
ACM
1251
AUA Capital Management
Pennsylvania
$173K -$63.7K -608 -27%
OIA
1252
OneDigital Investment Advisors
Kansas
$172K +$42.9K +410 +33%
SWMG
1253
Signature Wealth Management Group
Georgia
$167K -$2.43M -23,220 -94%
LSV Asset Management
1254
LSV Asset Management
Illinois
$167K +$167K +1,600 New
GLI
1255
Guardian Life Insurance
New York
$165K -$67.7K -649 -29%
CIP
1256
Convergence Investment Partners
Florida
$162K +$162K +1,547 New
PCM
1257
Penserra Capital Management
California
$160K +$160K +1,530 New
AC
1258
Avestar Capital
New York
$157K +$72.1K +773 +85%
NCM
1259
Nelson Capital Management
California
$153K – – –
ADL
1260
Asset Dedication LLC
California
$153K +$26.1K +249 +21%
CPIG
1261
Chicago Partners Investment Group
Illinois
$149K – – –
SNT
1262
Security National Trust
West Virginia
$146K -$1.36K -13 -0.9%
JCM
1263
Jacobi Capital Management
Pennsylvania
$146K +$38K +367 +35%
IWP
1264
Icon Wealth Partners
Texas
$144K -$26.6K -255 -16%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$143K -$187K -1,799 -57%
VIM
1266
Veritas Investment Management
United Kingdom
$136K – – –
GBBWRPM
1267
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$135K +$135K +1,288 New
ECM
1268
EII Capital Management
New York
$135K +$135K +1,289 New
TC
1269
Trust Company
Kansas
$131K – – –
CAW
1270
Cornerstone Advisors (Washington)
Washington
$131K +$19.6K +188 +18%
WEC
1271
Winslow Evans & Crocker
Massachusetts
$130K – – –
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$130K -$1.89K -18 -1%
PGWM
1273
Parisi Gray Wealth Management
New Jersey
$126K – – –
SCM
1274
Silvant Capital Management
Georgia
$122K +$122K +1,169 New
GCM
1275
Gables Capital Management
Florida
$119K +$119K +1,139 New
49 50
51
52 53