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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1301
Vantage Investment Advisors
Pennsylvania
$133K +$25.1K +215 +23%
CFG
1302
Citizens Financial Group
Rhode Island
$131K – – –
IWP
1303
Icon Wealth Partners
Texas
$131K +$12.4K +106 +10%
QCG
1304
Quadrant Capital Group
Ohio
$130K +$9.29K +89 +8%
BRC
1305
Bell Rock Capital
Delaware
$127K -$147K -1,260 -54%
PVH
1306
Psagot Value Holdings
Israel
$121K +$121K +1,040 New
SWMG
1307
Signature Wealth Management Group
Georgia
$117K – – –
CFGS
1308
Concourse Financial Group Securities
Alabama
$115K +$115K +982 New
SHJ
1309
Sharkey, Howes & Javer
Colorado
$111K – – –
TNBTD
1310
Trustmark National Bank Trust Department
Mississippi
$111K +$111K +950 New
CGT
1311
Capital Guardian Trust
California
$109K +$109K +935 New
LFA
1312
Legacy Financial Advisors
Kentucky
$108K -$10.2K -88 -9%
TWA
1313
TCI Wealth Advisors
Arizona
$108K -$7.57K -65 -7%
HR
1314
Howe & Rusling
New York
$107K +$44.1K +378 +70%
BWM
1315
BerganKDV Wealth Management
Minnesota
$105K -$933 -8 -0.9%
CAC
1316
Certified Advisory Corp
Florida
$105K +$117 +1 +0.1%
FWM
1317
Focused Wealth Management
New York
$104K – – –
ATC
1318
Adirondack Trust Company
New York
$101K +$819 +7 +0.8%
WOC
1319
West Oak Capital
California
$92.5K – – –
WB
1320
Webster Bank
Connecticut
$92K -$103K -884 -53%
PFBT
1321
Parkside Financial Bank & Trust
Missouri
$92K – – –
VCM
1322
Vigilant Capital Management
Maine
$92K +$8.75K +75 +11%
VC
1323
Vestor Capital
Illinois
$90K -$7.39K -63 -8%
AAP
1324
Arax Advisory Partners
Colorado
$89K -$17.1K -147 -16%
ABA
1325
American Beacon Advisors
Texas
$89K +$7.03K +60 +9%
51 52
53
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