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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 %
VIA
1301
Vantage Investment Advisors
Pennsylvania
$98K +$11.7K +110 +14%
AAP
1302
Arax Advisory Partners
Colorado
$96K +$2.95K +28 +3%
BWM
1303
BerganKDV Wealth Management
Minnesota
$96K +$96K +908 New
FWM
1304
Focused Wealth Management
New York
$95K – – –
CAC
1305
Certified Advisory Corp
Florida
$95K +$213 +2 +0.2%
ATC
1306
Adirondack Trust Company
New York
$91K – – –
VC
1307
Vestor Capital
Illinois
$88K – – –
WOC
1308
West Oak Capital
California
$84.1K – – –
PFBT
1309
Parkside Financial Bank & Trust
Missouri
$84K -$47K -445 -36%
KCPG
1310
Kavar Capital Partners Group
Kansas
$84K – – –
PFA
1311
Pathway Financial Advisors
Vermont
$81K – – –
VCM
1312
Vigilant Capital Management
Maine
$76K – – –
HI
1313
Hudock Inc
Pennsylvania
$76K +$529 +5 +0.7%
ABA
1314
American Beacon Advisors
Texas
$74K – – –
PMFA
1315
Plante Moran Financial Advisors
Michigan
$74K +$21.5K +202 +41%
LC
1316
Landaas & Company
Wisconsin
$74K +$74K +700 New
WIM
1317
Westside Investment Management
California
$69.8K +$3.28K +31 +5%
EFSCE
1318
Enterprise Financial Services Corp (EFSC)
Missouri
$69K -$35.9K -337 -34%
SIS
1319
Sound Income Strategies
Florida
$68K -$19.7K -185 -23%
CCM
1320
Cribstone Capital Management
Maine
$67K +$2.33K +22 +4%
NCM
1321
New Capital Management
Texas
$66K – – –
SIC
1322
Salem Investment Counselors
North Carolina
$65K – – –
TFA
1323
Toth Financial Advisory
Virginia
$64K +$5.38K +51 +9%
WA
1324
WP Advisors
California
$64K +$64K +605 New
PFSC
1325
Peoples Financial Services Corp
Pennsylvania
$63K -$10.5K -100 -14%
51 52
53
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