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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 %
VCM
1301
Vigilant Capital Management
Maine
$75K -$34K -324 -31%
HI
1302
Hudock Inc
Pennsylvania
$74K +$623 +6 +0.8%
ABA
1303
American Beacon Advisors
Texas
$73K +$8.66K +83 +13%
PFSC
1304
Peoples Financial Services Corp
Pennsylvania
$73K +$20.9K +200 +40%
HR
1305
Howe & Rusling
New York
$71K +$16.2K +155 +30%
CTB
1306
Country Trust Bank
Illinois
$71K +$23.9K +229 +51%
NWM
1307
Northwest Wealth Management
Iowa
$69K +$69K +662 New
KA
1308
Kaizen Advisory
Illinois
$68K – – –
NCM
1309
New Capital Management
Texas
$67K +$58.3K +1,000 +667%
WIM
1310
Westside Investment Management
California
$65.2K – – –
CCM
1311
Cribstone Capital Management
Maine
$64K -$3.67K -35 -5%
SIC
1312
Salem Investment Counselors
North Carolina
$63K +$41.4K +400 +191%
FC
1313
Ferris Capital
Massachusetts
$62K +$62K +593 New
SIMG
1314
Stephens Investment Management Group
Texas
$59K – – –
TFA
1315
Toth Financial Advisory
Virginia
$58K +$10.5K +101 +22%
PO
1316
Private Ocean
California
$57K +$57K +550 New
BCA
1317
Bray Capital Advisors
Florida
$55K +$55K +526 New
CIA
1318
Cascade Investment Advisors
Oregon
$54.9K +$23.5K +225 +75%
MGIA
1319
Moneta Group Investment Advisors
Missouri
$53K -$349K -3,321 -87%
PMFA
1320
Plante Moran Financial Advisors
Michigan
$52K +$7.28K +69 +16%
PCM
1321
Poehling Capital Management
Wisconsin
$52K +$26K +250 +100%
PCP
1322
Proficio Capital Partners
Massachusetts
$51K -$48.9K -465 -49%
ME
1323
McIlrath & Eck
Washington
$50K – – –
DSC
1324
Duncker Streett & Co
Missouri
$48K – – –
MCWS
1325
McKinley Carter Wealth Services
West Virginia
$48K +$48K +456 New
51 52
53
54 55