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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 %
CFG
1276
Citizens Financial Group
Rhode Island
$118K -$207K -1,978 -64%
GFP
1277
Gryphon Financial Partners
Ohio
$115K -$6.89K -66 -6%
JT
1278
Jump Trading
Illinois
$113K +$113K +1,083 New
PHK
1279
Point72 Hong Kong
Hong Kong
$110K -$206K -1,963 -65%
LFA
1280
Legacy Financial Advisors
Kentucky
$110K -$3.71K -35 -3%
SQA
1281
Simon Quick Advisors
New Jersey
$108K +$104K +1,000 +2,857%
FPB
1282
First PREMIER Bank
South Dakota
$106K +$2.59K +25 +3%
QCG
1283
Quadrant Capital Group
Ohio
$103K -$11.1K -120 -10%
EFSCE
1284
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$4.39K -42 -4%
SHJ
1285
Sharkey, Howes & Javer
Colorado
$99K – – –
ATC
1286
Adirondack Trust Company
New York
$97K +$34.1K +301 +54%
FWM
1287
Focused Wealth Management
New York
$93K – – –
CAC
1288
Certified Advisory Corp
Florida
$93K +$73.2K +702 +369%
AAP
1289
Arax Advisory Partners
Colorado
$92K -$5.1K -49 -5%
RWP
1290
RWA Wealth Partners
Massachusetts
$88K +$88K +839 New
VC
1291
Vestor Capital
Illinois
$87K -$1.82M -17,396 -95%
SIS
1292
Sound Income Strategies
Florida
$86K +$59.9K +573 +230%
VIA
1293
Vantage Investment Advisors
Pennsylvania
$85K -$292K -2,796 -77%
KCPG
1294
Kavar Capital Partners Group
Kansas
$83K +$83K +789 New
WOC
1295
West Oak Capital
California
$82.9K +$6.28K +60 +8%
PFA
1296
Pathway Financial Advisors
Vermont
$80K – – –
TWA
1297
TCI Wealth Advisors
Arizona
$79K – – –
WWM
1298
Wagner Wealth Management
South Carolina
$78K -$11.3K -109 -13%
OSNBOA
1299
Old Second National Bank of Aurora
Illinois
$76K -$9.79K -93 -11%
WC
1300
Whitney & Co
New York
$76K +$76K +723 New
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