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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 %
TDC
1401
Thompson Davis & Co
Virginia
$5K – – –
BCP
1402
Blackhawk Capital Partners
Wisconsin
$5K – – –
SP
1403
SWS Partners
Ohio
$5K – – –
EWM
1404
Elmwood Wealth Management
California
$4.57K +$4.57K +44 New
ARMC
1405
American Research & Management Company
Massachusetts
$4K – – –
MFT
1406
Moisand Fitzgerald Tamayo
Florida
$4K – – –
PS
1407
Portfolio Solutions
Michigan
$4K +$4K +37 New
CFD
1408
Creative Financial Designs
Indiana
$3K – – –
OBWP
1409
O'Brien Wealth Partners
Massachusetts
$3K +$3K +25 New
HIM
1410
Hillsdale Investment Management
Ontario, Canada
$2K -$500 -5 -20%
WAM
1411
Watermark Asset Management
California
$2K – – –
BWA
1412
BDO Wealth Advisors
Florida
$2K +$2K +17 New
WF
1413
WealthTrust Fairport
Ohio
$2K +$2K +23 New
FA
1414
Fagan Associates
New York
$1.62K +$1.62K +15,460 New
AWA
1415
Acorn Wealth Advisors
Michigan
$1K -$13.6K -122 -93%
OFS
1416
Orrstown Financial Services
Pennsylvania
$1K – – –
TFA
1417
Transamerica Financial Advisors
Florida
$1K – – –
ACM
1418
Aviance Capital Management
Florida
$1K +$1K +8 New
OTC
1419
Opera Trading Capital
France
$607 +$607 +5,800 New
AFNAS
1420
American Financial Network Advisory Services
California
$277 -$77.7K -7,014 -100%
Renaissance Technologies
1421
Renaissance Technologies
New York
– -$76.4M -640,800 Closed
Susquehanna International Group
1422
Susquehanna International Group
Pennsylvania
– -$56.1M -470,453 Closed
CI
1423
Cooper Investors
Australia
– -$32M -268,802 Closed
TCA
1424
Taconic Capital Advisors
New York
– -$30.1M -253,000 Closed
IIM
1425
Ivory Investment Management
New York
– -$29.8M -250,439 Closed
55 56
57
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