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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
$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.47B
5
AAMU
Amundi Asset Management US
Massachusetts
$163M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.16B
2
EVM
Eaton Vance Management
Massachusetts
$200M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$356M
4
Lazard Asset Management
Lazard Asset Management
New York
$0
5
BlackRock
BlackRock
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
DRZID
126
DePrince Race & Zollo Inc (DRZ)
Florida
$40M -$1.51M -14,168 -4%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$39.9M -$1.04M -9,800 -3%
AG
128
Aperio Group
California
$39.7M +$1.93M +18,212 +5%
MHI
129
Miller Howard Investments
New York
$39.7M -$1.28M -12,057 -3%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$39.6M -$1.17M -11,000 -3%
Axa
131
Axa
France
$39.6M -$5.45M -51,331 -12%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$39.3M +$1.14M +10,687 +3%
SIC
133
Schwartz Investment Counsel
Michigan
$39M -$1.06M -10,000 -3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$38.6M +$2.68M +25,182 +7%
Aviva
135
Aviva
United Kingdom
$38.5M -$436K -4,107 -1%
SP
136
Sarasin & Partners
United Kingdom
$38.2M -$1.28M -12,019 -3%
First Manhattan
137
First Manhattan
New York
$38M -$512K -4,819 -1%
HTC
138
Haverford Trust Company
Pennsylvania
$37.8M +$9.56K +90 +0%
FCIM
139
Fairview Capital Investment Management
California
$36.8M +$219K +2,061 +0.6%
RFC
140
Regions Financial Corp
Alabama
$36.3M +$4.04M +38,061 +13%
TIM
141
Thornburg Investment Management
New Mexico
$35.5M +$796K +7,493 +2%
SRSA
142
S.R. Schill & Associates
Washington
$35.1M – – –
CI
143
Cambiar Investors
Colorado
$34.9M -$2.8M -26,403 -7%
CAM
144
Close Asset Management
United Kingdom
$34.6M – – –
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$34M -$87.8M -826,856 -72%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$33.8M -$5.47M -51,468 -14%
LPL Financial
147
LPL Financial
California
$33.5M -$782K -7,363 -2%
William Blair & Company
148
William Blair & Company
Illinois
$33M -$2.06M -19,358 -6%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$32.8M +$2.09M +19,692 +7%
CG
150
CFO4Life Group
Texas
$32.3M +$293K +2,754 +0.9%
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