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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 %
CAM
1251
Concorde Asset Management
Michigan
$203K -$6.49K -61 -3%
BJL
1252
Brighton Jones LLC
Washington
$203K -$5.62K -53 -3%
GLI
1253
Guardian Life Insurance
New York
$203K +$34.9K +328 +21%
FSA
1254
Franklin Street Advisors
North Carolina
$203K +$203K +1,910 New
FTC
1255
Farmers Trust Company
Ohio
$203K +$203K +1,912 New
AP
1256
Appleton Partners
Massachusetts
$202K -$47.4K -447 -19%
GEA
1257
Glen Eagle Advisors
New Jersey
$200K – – –
AW
1258
Alpha Windward
Massachusetts
$198K +$319 +3 +0.2%
EA
1259
Edge Advisors
Georgia
$197K -$2.89M -27,227 -94%
SWP
1260
Strategic Wealth Partners
Ohio
$196K -$465K -4,379 -70%
CHP
1261
Cable Hill Partners
Oregon
$195K +$9.68K +91 +5%
BFC
1262
Bedel Financial Consulting
Indiana
$188K -$1.8K -17 -0.9%
OIA
1263
OneDigital Investment Advisors
Kansas
$184K +$8.53K +80 +5%
KA
1264
Kaizen Advisory
Illinois
$184K +$115K +1,083 +166%
ACC
1265
Accident Compensation Corp
New Zealand
$181K -$1.44M -13,500 -89%
LJHT
1266
Laurie J. Hall Trustee
$180K – – –
WB
1267
Webster Bank
Connecticut
$178K -$15.4K -145 -8%
CWA
1268
Clarus Wealth Advisors
Arizona
$177K +$177K +1,689 New
JCM
1269
Jacobi Capital Management
Pennsylvania
$175K +$25.1K +236 +17%
AC
1270
Avestar Capital
New York
$171K +$11.4K +120 +7%
RA
1271
Rational Advisors
New York
$166K -$649K -6,094 -80%
NCM
1272
Nelson Capital Management
California
$166K +$10.6K +100 +7%
TCM
1273
Tuttle Capital Management
Connecticut
$165K +$165K +1,554 New
ACM
1274
AUA Capital Management
Pennsylvania
$159K -$15.9K -150 -9%
SNT
1275
Security National Trust
West Virginia
$159K +$10.1K +95 +7%
49 50
51
52 53