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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 %
GEA
1251
Glen Eagle Advisors
New Jersey
$219K – – –
AW
1252
Alpha Windward
Massachusetts
$219K +$1.75K +15 +0.8%
CDH
1253
Charles D. Hyman
$218K +$218K +1,867 New
DA
1254
Doliver Advisors
Texas
$215K +$215K +1,845 New
BFC
1255
Bedel Financial Consulting
Indiana
$214K +$5.87K +50 +3%
CCM
1256
Coldstream Capital Management
Washington
$214K +$214K +1,829 New
BFA
1257
Beaumont Financial Advisors
Massachusetts
$214K +$214K +1,831 New
AP
1258
Appleton Partners
Massachusetts
$212K -$10.4K -89 -5%
OCM
1259
One Capital Management
California
$212K +$212K +1,818 New
DIA
1260
Dana Investment Advisors
Wisconsin
$212K +$212K +1,818 New
DJSG
1261
D.J. St. Germain
Massachusetts
$211K +$211K +1,810 New
BCA
1262
Benchmark Capital Advisors
New York
$210K +$210K +1,800 New
CHA
1263
Carmichael Hill & Associates
Maryland
$210K +$210K +1,800 New
RIM
1264
Regent Investment Management
Kentucky
$209K +$209K +1,789 New
WA
1265
Waverly Advisors
Alabama
$207K +$207K +1,771 New
SWP
1266
Strategic Wealth Partners
Ohio
$206K -$9.34K -80 -4%
CHP
1267
Cable Hill Partners
Oregon
$206K -$9.16K -78 -4%
IWA
1268
Intercontinental Wealth Advisors
Texas
$205K +$205K +1,758 New
BFS
1269
Bradley Foster & Sargent
Connecticut
$204K +$204K +1,749 New
DBIA
1270
Dumont & Blake Investment Advisors
New Jersey
$204K +$204K +1,750 New
KA
1271
Kaizen Advisory
Illinois
$203K – – –
OIA
1272
OneDigital Investment Advisors
Kansas
$203K +$1.29K +11 +0.6%
CIP
1273
Convergence Investment Partners
Florida
$200K +$200K +1,711 New
LJHT
1274
Laurie J. Hall Trustee
$198K – – –
JCM
1275
Jacobi Capital Management
Pennsylvania
$198K +$5.5K +47 +3%
49 50
51
52 53