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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 %
MWM
1476
Meridian Wealth Management
Kentucky
– -$366K -3,446 Closed
EMG
1477
Ellington Management Group
Connecticut
– -$361K -3,400 Closed
LSAG
1478
Lake Street Advisors Group
New Hampshire
– -$328K -3,085 Closed
PWM
1479
Perigon Wealth Management
California
– -$285K -2,687 Closed
TSS
1480
Two Sigma Securities
New York
– -$275K -2,593 Closed
SCC
1481
Spring Creek Capital
Kansas
– -$271K -2,552 Closed
MC
1482
Menta Capital
California
– -$268K -2,520 Closed
GCA
1483
Gideon Capital Advisors
New York
– -$260K -2,450 Closed
RCM
1484
RB Capital Management
Nevada
– -$258K -2,430 Closed
WG
1485
Winton Group
United Kingdom
– -$258K -2,424 Closed
Jones Financial Companies
1486
Jones Financial Companies
Missouri
– -$233K -2,196 Closed
JFL
1487
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$231K -2,182 Closed
BCA
1488
Berman Capital Advisors
Georgia
– -$210K -1,976 Closed
WA
1489
Wealth Architects
California
– -$203K -1,915 Closed
FTC
1490
Farmers Trust Company
Ohio
– -$203K -1,912 Closed
EWF
1491
Epstein & White Financial
California
– -$214K -1,721 Closed
ACC
1492
Accident Compensation Corp
New Zealand
– -$181K -1,700 Closed
TCM
1493
Tuttle Capital Management
Connecticut
– -$165K -1,554 Closed
GBBWRPM
1494
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$137K -1,293 Closed
AP
1495
Advisors Preferred
Maryland
– -$121K -1,135 Closed
KCPG
1496
Kavar Capital Partners Group
Kansas
– -$84K -789 Closed
PFA
1497
Pathway Financial Advisors
Vermont
– -$81K -760 Closed
LC
1498
Landaas & Company
Wisconsin
– -$74K -700 Closed
CDIA
1499
Capital Directions Investment Advisors
Georgia
– -$59K -553 Closed
PCM
1500
Poehling Capital Management
Wisconsin
– -$53K -500 Closed
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