UPS icon

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 %
RTS
1476
Round Table Services
New Jersey
– -$397K -3,329 Closed
BO
1477
Bach Option
Hong Kong
– -$396K -3,327 Closed
RPC
1478
Rossmore Private Capital
Connecticut
– -$395K -3,316 Closed
VCWA
1479
Vanguard Capital Wealth Advisors
Colorado
– -$374K -3,142 Closed
JFA
1480
Johanson Financial Advisors
California
– -$342K -2,868 Closed
CCM
1481
Coldstream Capital Management
Washington
– -$336K -2,818 Closed
EAM
1482
Evanson Asset Management
California
– -$300K -2,519 Closed
CA
1483
Continuum Advisory
Idaho
– -$290K -2,431 Closed
CONA
1484
Capital One National Association
New York
– -$286K -2,395 Closed
DIA
1485
Denver Investment Advisors
Colorado
– -$281K -2,359 Closed
GAM
1486
Gould Asset Management
California
– -$274K -2,300 Closed
Jones Financial Companies
1487
Jones Financial Companies
Missouri
– -$271K -2,275 Closed
HW
1488
Hancock Whitney
Mississippi
– -$262K -2,200 Closed
CCA
1489
Cobblestone Capital Advisors
New York
– -$261K -2,192 Closed
FAT
1490
First American Trust
California
– -$257K -2,154 Closed
PCM
1491
Palisade Capital Management
New Jersey
– -$252K -2,115 Closed
FSA
1492
Franklin Street Advisors
North Carolina
– -$250K -2,099 Closed
OCM
1493
Orleans Capital Management
Louisiana
– -$244K -2,050 Closed
EWM
1494
Evermay Wealth Management
Virginia
– -$242K -2,031 Closed
RIM
1495
Regent Investment Management
Kentucky
– -$237K -1,989 Closed
CRC
1496
Curi RMB Capital
Illinois
– -$234K -1,964 Closed
NMC
1497
Nine Masts Capital
Hong Kong
– -$233K -1,953 Closed
AWA
1498
Arete Wealth Advisors
Illinois
– -$230K -1,929 Closed
PCM
1499
Prelude Capital Management
New York
– -$227K -1,904 Closed
SSG
1500
Summit Securities Group
New York
– -$226K -1,900 Closed
58 59
60
61 62