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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 %
BWA
1426
BDO Wealth Advisors
Florida
$2K – – –
AA
1427
Altman Advisors
Illinois
$1.85K +$1.85K +7,915 New
OFS
1428
Orrstown Financial Services
Pennsylvania
$1K – – –
NIM
1429
NuWave Investment Management
New Jersey
$1K +$1K +5 New
CAGAS
1430
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +5 New
TFA
1431
Transamerica Financial Advisors
Florida
$1K +$857 +6 +600%
CI
1432
Cowen Inc
New York
$595 +$595 +5,600 New
AFNAS
1433
American Financial Network Advisory Services
California
$246 -$21 -2 -8%
FRA
1434
Front Row Advisors
California
$24 +$3 +28 +16%
Lazard Asset Management
1435
Lazard Asset Management
New York
– -$121M -1,159,091 Closed
SAM
1436
Scopus Asset Management
New York
– -$48.7M -465,000 Closed
MCM
1437
Masters Capital Management
Georgia
– -$31.4M -300,000 Closed
N
1438
Natixis
France
– -$13.6M -130,158 Closed
GCMG
1439
Gyroscope Capital Management Group
Florida
– -$12.6M -120,000 Closed
FG
1440
Formula Growth
Quebec, Canada
– -$12.6M -120,000 Closed
ZIG
1441
Zurich Insurance Group
Switzerland
– -$11.5M -109,824 Closed
CCMD
1442
Cypress Capital Management (Delaware)
Delaware
– -$8.38M -80,093 Closed
PPC
1443
Precision Path Capital
New York
– -$4.95M -47,300 Closed
CAN
1444
Cetera Advisor Networks
California
– -$4.29M -41,100 Closed
AWM
1445
Arbor Wealth Management
Florida
– -$3.52M -30,267 Closed
SC
1446
Shellback Capital
Massachusetts
– -$2.62M -25,000 Closed
WFG
1447
Wills Financial Group
Virginia
– -$2.13M -20,336 Closed
QC
1448
Quadrature Capital
United Kingdom
– -$2.06M -19,670 Closed
MCIA
1449
Mountain Capital Investment Advisors
Colorado
– -$1.92M -18,381 Closed
PC
1450
Pecaut & Co
Iowa
– -$1.58M -15,045 Closed
56 57
58
59 60