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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 %
SA
1401
SRH Advisors
Kansas
$6K – – –
LFG
1402
LifePlan Financial Group
Ohio
$6K – – –
CA
1403
Crewe Advisors
Utah
$5K – – –
BBA
1404
Braun-Bostich & Associates
Pennsylvania
$5K – – –
BCP
1405
Blackhawk Capital Partners
Wisconsin
$5K – – –
TDC
1406
Thompson Davis & Co
Virginia
$5K – – –
CWM
1407
Cedar Wealth Management
California
$5K +$5K +43 New
IAS
1408
IMA Advisory Services
Colorado
$5K +$5K +51 New
EWM
1409
Elmwood Wealth Management
California
$4.67K -$109 -1 -2%
AIL
1410
AGF Investments LLC
Ontario, Canada
$4.61K -$357 -3,365 -7%
ARMC
1411
American Research & Management Company
Massachusetts
$4K – – –
MFT
1412
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AP
1413
Atwood & Palmer
Missouri
$4K +$4K +33 New
TAIM
1414
TD Ameritrade Investment Management
Nebraska
$4K +$4K +35 New
CAL
1415
Capital Analysts LLC
Pennsylvania
$4K +$4K +42 New
PHK
1416
Point72 Hong Kong
Hong Kong
$3K -$109K -1,020 -97%
LWA
1417
Lowe Wealth Advisors
Maryland
$3K -$18.1K -151 -86%
OFW
1418
Omnia Family Wealth
Florida
$3K -$10.4K -107 -78%
CFD
1419
Creative Financial Designs
Indiana
$3K – – –
BC
1420
Barnett & Company
Tennessee
$3K +$3K +25 New
PMG
1421
ProVise Management Group
Florida
$2.87K -$60 -566 -2%
NA
1422
NewEdge Advisors
Louisiana
$2.47K +$686 +6,469 +38%
HIM
1423
Hillsdale Investment Management
Ontario, Canada
$2K -$667 -5 -25%
WF
1424
WealthTrust Fairport
Ohio
$2K – – –
WAM
1425
Watermark Asset Management
California
$2K – – –
55 56
57
58 59