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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTI
1276
Fiduciary Trust International
Massachusetts
$127K +$127K +1,300 New
MG
1277
MilWealth Group
Wisconsin
$125K +$125K +1,284 New
WIM
1278
Westside Investment Management
California
$123K +$58.5K +600 +91%
PFGIA
1279
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$16.1K -165 -12%
HFM
1280
Harvest Fund Management
China
$119K -$19.4K -200 -14%
FPB
1281
First PREMIER Bank
South Dakota
$119K -$2.45K -25 -2%
VAIA
1282
Virtus Alternative Investment Advisers
Connecticut
$119K +$2.34K +24 +2%
ADL
1283
Asset Dedication LLC
California
$118K +$98 +1 +0.1%
PGWM
1284
Parisi Gray Wealth Management
New Jersey
$115K – – –
SCM
1285
Silvant Capital Management
Georgia
$114K – – –
TC
1286
Trust Company
Kansas
$112K – – –
GCM
1287
Gables Capital Management
Florida
$111K – – –
OIA
1288
OneDigital Investment Advisors
Kansas
$110K -$58.8K -605 -35%
BWM
1289
BerganKDV Wealth Management
Minnesota
$107K +$19.5K +200 +22%
CPA
1290
Cowen Prime Advisors
New York
$105K -$1.12M -11,530 -91%
PVH
1291
Psagot Value Holdings
Israel
$101K – – –
CFG
1292
Citizens Financial Group
Rhode Island
$100K -$9.76K -100 -9%
BOPW
1293
Brandywine Oak Private Wealth
Pennsylvania
$95K +$95K +897 New
PCP
1294
Proficio Capital Partners
Massachusetts
$94K +$26.9K +276 +40%
TNBTD
1295
Trustmark National Bank Trust Department
Mississippi
$92K – – –
AC
1296
Avestar Capital
New York
$89K -$18.1K -234 -17%
LFA
1297
Legacy Financial Advisors
Kentucky
$89K -$1.96K -20 -2%
TWA
1298
TCI Wealth Advisors
Arizona
$89K -$1.86K -19 -2%
FWM
1299
Focused Wealth Management
New York
$87K – – –
CAC
1300
Certified Advisory Corp
Florida
$87K +$194 +2 +0.2%
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