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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 %
RFA
1376
Reilly Financial Advisors
California
$21K +$104 +1 +0.5%
MUS
1377
Mitsubishi UFJ Securities
Japan
$20K – – –
CAL
1378
Capital Advisors Ltd
Ohio
$19K – – –
AWM
1379
AllSquare Wealth Management
New York
$19K +$8.44K +80 +80%
PCIA
1380
Prime Capital Investment Advisors
Kansas
$19K +$19K +175 New
BL
1381
Balentine LLC
Georgia
$18K +$6.62K +64 +58%
SBL
1382
Sargent Bickham Lagudis
Colorado
$17K +$109 +1 +0.6%
ML
1383
McAdam LLC
Pennsylvania
$16K -$3.61K -35 -18%
CFN
1384
Cordasco Financial Network
Florida
$16K – – –
LF
1385
Lee Financial
Texas
$16K – – –
CA
1386
Centerpoint Advisors
Massachusetts
$15K +$15K +144 New
WCAMG
1387
Woodard & Company Asset Management Group
North Carolina
$13.7K – – –
EWM
1388
Endurance Wealth Management
Rhode Island
$13K – – –
MA
1389
MCF Advisors
Kentucky
$12K – – –
CJA
1390
C-J Advisory
California
$12K – – –
PCFFS
1391
Pacific Center for Financial Services
California
$12K +$103 +1 +0.9%
DOA
1392
D'Orazio & Associates
Virginia
$11K – – –
RCC
1393
Red Cedar Capital
Nebraska
$11K – – –
RAM
1394
Riggs Asset Management
Pennsylvania
$9K – – –
POIA
1395
Pin Oak Investment Advisors
Texas
$9K +$110 +1 +1%
TSW
1396
Thompson Siegel & Walmsley
Virginia
$8K -$5.33K -50 -40%
SFM
1397
Signet Financial Management
New Jersey
$8K – – –
AIM
1398
Advantage Investment Management
Iowa
$8K – – –
RIA
1399
RPG Investment Advisory
California
$7K – – –
SA
1400
SRH Advisors
Kansas
$6K – – –
54 55
56
57 58