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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 %
WPA
1326
West Paces Advisors
Georgia
$47.4K – – –
ED
1327
Exane Derivatives
France
$44.9K -$1.32M -12,887 -97%
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$44K -$20.7K -200 -32%
RFWA
1329
RPg Family Wealth Advisory
Massachusetts
$42.1K +$2.72K +26 +7%
WC
1330
Whitnell & Co
Illinois
$42K -$21K -200 -33%
HDIM
1331
Hanson & Doremus Investment Management
Vermont
$42K -$9.98K -95 -19%
FGC
1332
Financial Gravity Companies
Texas
$42K +$9.16K +82 +28%
FGAM
1333
Financial Gravity Asset Management
Texas
$42K +$42K +376 New
KC
1334
KHP Capital
Oklahoma
$42K +$42K +400 New
MWM
1335
MinichMacGregor Wealth Management
New York
$41K +$10.3K +100 +34%
GAM
1336
Gemmer Asset Management
California
$40K – – –
AF
1337
Allworth Financial
California
$40K +$32.3K +309 +418%
SIM
1338
Sonora Investment Management
Arizona
$39.2K – – –
MRCM
1339
M&R Capital Management
New Jersey
$38K -$31.1K -300 -45%
KPCM
1340
Kings Point Capital Management
New York
$37K – – –
EARNEST Partners
1341
EARNEST Partners
Georgia
$37K – – –
OSAM
1342
O'Shaughnessy Asset Management
Connecticut
$37K +$37K +355 New
BA
1343
Ballew Advisors
Mississippi
$32K +$32K +305 New
Group One Trading
1344
Group One Trading
Illinois
$31K +$31K +295 New
TC
1345
Trilogy Capital
California
$30K +$30K +291 New
MIFH
1346
Migdal Insurance & Financial Holdings
Israel
$29K +$29K +274 New
LWA
1347
Lenox Wealth Advisors
New York
$28K +$6.89K +65 +33%
CFC
1348
Coyle Financial Counsel
Illinois
$28K +$28K +270 New
MMG
1349
Monetary Management Group
Missouri
$27K – – –
TFO
1350
Tarbox Family Office
California
$26K -$3.36K -32 -11%
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54
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