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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
2
Boston Partners
Boston Partners
Massachusetts
+$179M
3
VVP
Vulcan Value Partners
Alabama
+$158M
4
BlackRock
BlackRock
New York
+$150M
5
Capital World Investors
Capital World Investors
California
+$147M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$389M
2
Bank of America
Bank of America
North Carolina
-$111M
3
Two Sigma Investments
Two Sigma Investments
New York
-$108M
4
SCM
Shapiro Capital Management
Georgia
-$106M
5
CWM
Cornerstone Wealth Management
Missouri
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
1376
M&R Capital Management
New Jersey
$16K -$19.2K -200 -54%
AIM
1377
Advantage Investment Management
Iowa
$16K +$8.86K +88 +124%
CFN
1378
Cordasco Financial Network
Florida
$16K +$11K +109 +218%
RTC
1379
Riverview Trust Company
Washington
$16K +$16K +166 New
SIA
1380
Sit Investment Associates
Minnesota
$15K -$5.46K -56 -27%
SBL
1381
Sargent Bickham Lagudis
Colorado
$15K +$95 +1 +0.6%
PWMG
1382
Prestige Wealth Management Group
New Jersey
$14K +$14K +140 New
MSFP
1383
Mark Sheptoff Financial Planning
Connecticut
$12K -$192K -2,000 -94%
EWM
1384
Endurance Wealth Management
Rhode Island
$12K – – –
WF
1385
WealthTrust Fairport
Ohio
$12K – – –
PCFFS
1386
Pacific Center for Financial Services
California
$12K +$101 +1 +0.8%
APW
1387
Acima Private Wealth
Virginia
$12K +$12K +119 New
CFA
1388
Clarfeld Financial Advisors
New York
$12K +$12K +123 New
CJA
1389
C-J Advisory
California
$11K – – –
MA
1390
MCF Advisors
Kentucky
$11K – – –
CC
1391
Claybrook Capital
Massachusetts
$11K +$11K +112 New
WDL
1392
Well Done LLC
Michigan
$11K +$11K +112 New
RWA
1393
River Wealth Advisors
Pennsylvania
$10K -$10.6K -110 -51%
DOA
1394
D'Orazio & Associates
Virginia
$10K – – –
RCC
1395
Red Cedar Capital
Nebraska
$10K +$93 +1 +0.9%
CAL
1396
Capital Analysts LLC
Pennsylvania
$10K +$5.8K +58 +138%
ST
1397
Somerset Trust
Pennsylvania
$10K +$8.48K +89 +556%
LC
1398
Lavaca Capital
Texas
$9K +$9K +96 New
PWM
1399
PRW Wealth Management
Massachusetts
$9K +$9K +102 New
Pacer Advisors
1400
Pacer Advisors
Pennsylvania
$8K -$3.49M -36,647 -100%
54 55
56
57 58