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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
$1.57B
3
EVM
Eaton Vance Management
Massachusetts
$399M
4
LCOV
London Company of Virginia
Virginia
$196M
5
Franklin Resources
Franklin Resources
California
$781M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$121M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
4
EIP
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
126
Factory Mutual Insurance
Massachusetts
$42.2M +$42.2M +402,900 New
DRZID
127
DePrince Race & Zollo Inc (DRZ)
Florida
$40.9M +$3.29M +31,390 +9%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$40.4M +$7.67M +73,275 +23%
MHI
129
Miller Howard Investments
New York
$40.3M -$9.84M -94,009 -20%
PAMU
130
Pictet Asset Management (UK)
United Kingdom
$40.3M -$660K -6,304 -2%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$40.2M +$497K +4,751 +1%
CI
132
Conning Inc
Connecticut
$39.6M +$7.54M +72,013 +24%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$39.5M +$7.84M +74,900 +25%
SIC
134
Schwartz Investment Counsel
Michigan
$39.4M -$3.14M -30,000 -7%
SP
135
Sarasin & Partners
United Kingdom
$38.9M +$1.9M +18,195 +5%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$38.8M -$12M -115,194 -24%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$38.7M -$3.06M -29,253 -7%
Aviva
138
Aviva
United Kingdom
$38.4M -$3.41M -32,622 -8%
First Manhattan
139
First Manhattan
New York
$38M +$4.88M +46,642 +15%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$37.6M -$808K -7,723 -2%
HTC
141
Haverford Trust Company
Pennsylvania
$37.2M +$622K +5,947 +2%
AG
142
Aperio Group
California
$37.2M -$3.58M -34,241 -9%
CI
143
Cambiar Investors
Colorado
$37.1M -$13.6M -129,855 -27%
FCIM
144
Fairview Capital Investment Management
California
$36M +$3.41M +32,575 +10%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$35.4M +$3.78M +36,076 +12%
CAM
146
Close Asset Management
United Kingdom
$34.6M +$323K +3,108 +0.9%
SRSA
147
S.R. Schill & Associates
Washington
$34.6M -$396K -3,785 -1%
William Blair & Company
148
William Blair & Company
Illinois
$34.5M -$4.23M -40,393 -11%
FWCM
149
Ferguson Wellman Capital Management
Oregon
$34.2M -$4.71K -45 -0%
TIM
150
Thornburg Investment Management
New Mexico
$34.2M +$3.17M +30,294 +10%
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