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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 %
SMFS
1276
Squar Milner Financial Services
California
$159K +$159K +1,501 New
ECM
1277
EII Capital Management
New York
$152K +$15.3K +144 +11%
CPIG
1278
Chicago Partners Investment Group
Illinois
$151K – – –
ADL
1279
Asset Dedication LLC
California
$139K -$16.4K -154 -11%
VIM
1280
Veritas Investment Management
United Kingdom
$138K – – –
GBBWRPM
1281
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$137K +$530 +5 +0.4%
CAW
1282
Cornerstone Advisors (Washington)
Washington
$136K +$3.07K +29 +2%
WEC
1283
Winslow Evans & Crocker
Massachusetts
$134K – – –
TC
1284
Trust Company
Kansas
$133K – – –
EIP
1285
Epoch Investment Partners
New York
$133K -$36.6K -344,854 -22%
BRC
1286
Bell Rock Capital
Delaware
$131K +$27.6K +495 +27%
CTB
1287
Country Trust Bank
Illinois
$129K +$56.7K +534 +78%
PGWM
1288
Parisi Gray Wealth Management
New Jersey
$127K – – –
SCM
1289
Silvant Capital Management
Georgia
$124K – – –
GCM
1290
Gables Capital Management
Florida
$122K – – –
AP
1291
Advisors Preferred
Maryland
$121K +$108K +1,015 +846%
CFG
1292
Citizens Financial Group
Rhode Island
$120K – – –
SWMG
1293
Signature Wealth Management Group
Georgia
$118K -$51.1K -483 -30%
GFP
1294
Gryphon Financial Partners
Ohio
$115K -$1.59K -15 -1%
LFA
1295
Legacy Financial Advisors
Kentucky
$111K -$2.18K -20 -2%
FPB
1296
First PREMIER Bank
South Dakota
$109K – – –
QCG
1297
Quadrant Capital Group
Ohio
$109K +$4.24K +45 +4%
IWP
1298
Icon Wealth Partners
Texas
$108K -$38.2K -360 -26%
TWA
1299
TCI Wealth Advisors
Arizona
$105K +$25.1K +237 +31%
SHJ
1300
Sharkey, Howes & Javer
Colorado
$101K – – –
50 51
52
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