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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 %
B
1351
Bridgeworth
Alabama
$40K +$40K +380 New
MRCM
1352
M&R Capital Management
New Jersey
$38K – – –
BAM
1353
Bruderman Asset Management
New York
$37K -$279K -2,641 -88%
KPCM
1354
Kings Point Capital Management
New York
$37K – – –
TG
1355
TLP Group
Illinois
$37K +$37K +352 New
PW
1356
Price Wealth
Texas
$36K +$20.9K +199 +139%
PFGIA
1357
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$112K -1,050 -76%
SQA
1358
Simon Quick Advisors
New Jersey
$35K -$73.1K -700 -68%
BA
1359
Ballew Advisors
Mississippi
$32K – – –
MWM
1360
MinichMacGregor Wealth Management
New York
$31K -$10.4K -100 -25%
TC
1361
Trilogy Capital
California
$31K – – –
CFC
1362
Coyle Financial Counsel
Illinois
$30K +$1.38K +13 +5%
QCIG
1363
Quad-Cities Investment Group
Iowa
$30K +$30K +288 New
LYV
1364
Live Your Vision
Pennsylvania
$29K +$21.6K +201 +291%
LWA
1365
Lenox Wealth Advisors
New York
$28K +$106 +1 +0.4%
MCM
1366
MV Capital Management
Maryland
$27K – – –
TFO
1367
Tarbox Family Office
California
$27K +$429 +4 +2%
GWS
1368
Glassman Wealth Services
Virginia
$25K +$625 +6 +3%
MFW
1369
Mosaic Family Wealth
Missouri
$24K – – –
IDBONY
1370
Israel Discount Bank of New York
New York
$24K – – –
HDIM
1371
Hanson & Doremus Investment Management
Vermont
$23K -$19.8K -185 -46%
GWA
1372
Guidant Wealth Advisors
Illinois
$23K +$954 +9 +4%
RWA
1373
River Wealth Advisors
Pennsylvania
$23K +$23K +214 New
KJWM
1374
Kiley Juergens Wealth Management
Washington
$22K +$22K +211 New
FMB
1375
Field & Main Bank
Kentucky
$21K – – –
53 54
55
56 57