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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 %
MCM
1351
MV Capital Management
Maryland
$26K – – –
MFW
1352
Mosaic Family Wealth
Missouri
$24K – – –
IDBONY
1353
Israel Discount Bank of New York
New York
$24K – – –
GWS
1354
Glassman Wealth Services
Virginia
$24K +$4.21K +41 +21%
GWA
1355
Guidant Wealth Advisors
Illinois
$21K +$808 +8 +4%
RFA
1356
Reilly Financial Advisors
California
$21K +$21K +200 New
WCM
1357
Whitener Capital Management
North Carolina
$20K -$20K -200 -50%
MUS
1358
Mitsubishi UFJ Securities
Japan
$20K – – –
ML
1359
McAdam LLC
Pennsylvania
$20K +$20K +190 New
CAL
1360
Capital Advisors Ltd
Ohio
$19K – – –
SLF
1361
Sun Life Financial
Ontario, Canada
$18.9K -$62K -6,491 -77%
FMB
1362
Field & Main Bank
Kentucky
$18K -$10.3K -100 -36%
FRA
1363
Front Row Advisors
California
$18K – – –
LWA
1364
Lowe Wealth Advisors
Maryland
$18K – – –
LF
1365
Lee Financial
Texas
$16K -$9.56K -89 -37%
CFN
1366
Cordasco Financial Network
Florida
$16K – – –
SBL
1367
Sargent Bickham Lagudis
Colorado
$16K +$206 +2 +1%
PWAG
1368
Polaris Wealth Advisory Group
California
$16K +$16K +150 New
PW
1369
Price Wealth
Texas
$15K -$15K -143 -50%
OFW
1370
Omnia Family Wealth
Florida
$14K -$25.9K -255 -65%
WCAMG
1371
Woodard & Company Asset Management Group
North Carolina
$14K – – –
TSW
1372
Thompson Siegel & Walmsley
Virginia
$13K – – –
EWM
1373
Endurance Wealth Management
Rhode Island
$13K – – –
AP
1374
Advisors Preferred
Maryland
$13K +$13K +120 New
Nomura Holdings
1375
Nomura Holdings
Japan
$12.7K +$3.01K +28,543 +31%
53 54
55
56 57