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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 %
SAM
1476
SignalPoint Asset Management
Missouri
– -$212K -2,024 Closed
TNBTD
1477
Trustmark National Bank Trust Department
Mississippi
– -$209K -1,995 Closed
BFM
1478
Boothbay Fund Management
New York
– -$205K -1,956 Closed
BFA
1479
Beaumont Financial Advisors
Massachusetts
– -$202K -1,931 Closed
EAM
1480
Exane Asset Management
France
– -$198K -1,894 Closed
C
1481
Cerebellum
California
– -$181K -1,730 Closed
LSV Asset Management
1482
LSV Asset Management
Illinois
– -$167K -1,600 Closed
CIP
1483
Convergence Investment Partners
Florida
– -$162K -1,547 Closed
PCM
1484
Penserra Capital Management
California
– -$160K -1,530 Closed
JT
1485
Jump Trading
Illinois
– -$113K -1,083 Closed
WWM
1486
Wagner Wealth Management
South Carolina
– -$78K -750 Closed
MGIA
1487
Moneta Group Investment Advisors
Missouri
– -$53K -505 Closed
MCWS
1488
McKinley Carter Wealth Services
West Virginia
– -$48K -456 Closed
RFWA
1489
RPg Family Wealth Advisory
Massachusetts
– -$42.1K -402 Closed
OSAM
1490
O'Shaughnessy Asset Management
Connecticut
– -$37K -355 Closed
Group One Trading
1491
Group One Trading
Illinois
– -$31K -295 Closed
MMG
1492
Monetary Management Group
Missouri
– -$27K -260 Closed
WCM
1493
Whitener Capital Management
North Carolina
– -$20K -200 Closed
PWAG
1494
Polaris Wealth Advisory Group
California
– -$16K -150 Closed
WDL
1495
Well Done LLC
Michigan
– -$11K -101 Closed
CS
1496
Credential Securities
– -$10.5K -100 Closed
HFP
1497
Holistic Financial Partners
Indiana
– -$8K -81 Closed
Aristotle Capital Management
1498
Aristotle Capital Management
California
– -$7K -63 Closed
SP
1499
SWS Partners
Ohio
– -$5K -44 Closed
PS
1500
Portfolio Solutions
Michigan
– -$4K -37 Closed
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