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United Parcel Service
UPS

Overview Fund Activity

1,439 hedge funds and large institutions have $55B invested in United Parcel Service in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 533 increasing their positions, 608 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
32.95%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.82%
New
86
Increased
533
Reduced
608
Closed
72
Calls
$1.7B
Puts
$791M
Net Calls
+$910M
Net Calls Change
+$79.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$525M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$240M
3
State Street
State Street
Massachusetts
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$334M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$139M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
1426
American Research & Management Company
Massachusetts
$4K – – –
MFT
1427
Moisand Fitzgerald Tamayo
Florida
$4K – – –
OFW
1428
Omnia Family Wealth
Florida
$4K – – –
EWM
1429
Elmwood Wealth Management
California
$3.99K -$1.06K -9 -21%
BC
1430
Barnett & Company
Tennessee
$3K – – –
BWA
1431
BDO Wealth Advisors
Florida
$2K – – –
HIM
1432
Hillsdale Investment Management
Ontario, Canada
$2K – – –
WAM
1433
Watermark Asset Management
California
$2K – – –
ST
1434
Somerset Trust
Pennsylvania
$2K +$2K +16 New
CAGAS
1435
Capital Advisory Group Advisory Services
Minnesota
$1K +$167 +1 +20%
CIR
1436
Clear Investment Research
Georgia
$1K +$1K +6 New
MCM
1437
Monument Capital Management
Virginia
$1K +$1K +12 New
CF
1438
Centaurus Financial
California
$660 -$534K -4,856 -100%
WKWM
1439
Walter & Keenan Wealth Management
Indiana
$590 -$1 -10 -0.2%
AIIMS
1440
Analyst IMS Investment Management Services
Israel
$410 -$97 -833 -19%
FRA
1441
Front Row Advisors
California
$22 – – –
Balyasny Asset Management
1442
Balyasny Asset Management
Illinois
– -$34M -319,685 Closed
LM
1443
Luminus Management
Texas
– -$20.6M -193,918 Closed
ESCM
1444
Echo Street Capital Management
New York
– -$15.7M -147,856 Closed
OA
1445
Oak Associates
Ohio
– -$14.9M -140,692 Closed
Twin Tree Management
1446
Twin Tree Management
Texas
– -$9.29M -87,400 Closed
BA
1447
Bridgewater Associates
Connecticut
– -$8.34M -78,480 Closed
CCMG
1448
Clark Capital Management Group
Pennsylvania
– -$7.49M -70,544 Closed
BHA
1449
Beech Hill Advisors
New York
– -$5.34M -50,301 Closed
LFM
1450
Lumina Fund Management
New York
– -$5.26M -49,500 Closed
56 57
58
59 60