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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 %
FC
1326
Ferris Capital
Massachusetts
$61K -$2.46K -23 -4%
NWM
1327
Northwest Wealth Management
Iowa
$60K -$10.3K -97 -15%
SIMG
1328
Stephens Investment Management Group
Texas
$60K – – –
CDIA
1329
Capital Directions Investment Advisors
Georgia
$59K +$59K +553 New
HR
1330
Howe & Rusling
New York
$57K -$14.8K -140 -21%
OSNBOA
1331
Old Second National Bank of Aurora
Illinois
$56K -$20.4K -193 -27%
CIA
1332
Cascade Investment Advisors
Oregon
$53.1K -$2.66K -25 -5%
PO
1333
Private Ocean
California
$53K -$5.3K -50 -9%
PCM
1334
Poehling Capital Management
Wisconsin
$53K – – –
PCP
1335
Proficio Capital Partners
Massachusetts
$52K +$425 +4 +0.8%
ME
1336
McIlrath & Eck
Washington
$51K +$846 +8 +2%
WPA
1337
West Paces Advisors
Georgia
$49.6K +$1.49K +14 +3%
FGAM
1338
Financial Gravity Asset Management
Texas
$49K +$3.84K +32 +9%
MSFP
1339
Mark Sheptoff Financial Planning
Connecticut
$49K +$3.73K +35 +8%
AF
1340
Allworth Financial
California
$49K +$8.2K +77 +20%
WC
1341
Whitney & Co
New York
$48K -$29.5K -275 -38%
DSC
1342
Duncker Streett & Co
Missouri
$48K – – –
SIM
1343
Sonora Investment Management
Arizona
$46K +$5.88K +55 +15%
ED
1344
Exane Derivatives
France
$45.8K -$962 -9 -2%
BCA
1345
Bray Capital Advisors
Florida
$45K -$10.6K -100 -19%
JFA
1346
JNBA Financial Advisors
Minnesota
$44K -$1.16M -10,983 -96%
WC
1347
Whitnell & Co
Illinois
$42K – – –
KC
1348
KHP Capital
Oklahoma
$42K – – –
GAM
1349
Gemmer Asset Management
California
$41K – – –
EARNEST Partners
1350
EARNEST Partners
Georgia
$40K +$3.17K +30 +9%
52 53
54
55 56