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United Parcel Service
UPS

Overview Fund Activity

1,429 hedge funds and large institutions have $46.3B invested in United Parcel Service in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 543 increasing their positions, 593 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
31.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.78%
New
143
Increased
543
Reduced
593
Closed
140
Calls
$1.35B
Puts
$714M
Net Calls
+$638M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$410M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
VVP
Vulcan Value Partners
Alabama
$443M
4
BlackRock
BlackRock
New York
$4.29B
5
Capital World Investors
Capital World Investors
California
$1.51B

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$103M
2
Bank of America
Bank of America
North Carolina
$1.22B
3
Two Sigma Investments
Two Sigma Investments
New York
$33.8M
4
SCM
Shapiro Capital Management
Georgia
$0
5
CWM
Cornerstone Wealth Management
Missouri
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
1501
REDW Wealth
New Mexico
– -$303K -2,599 Closed
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
– -$297K -2,541 Closed
DAM
1503
Deltec Asset Management
New York
– -$292K -2,500 Closed
WSC
1504
Wellington Shields & Co
New York
– -$280K -2,400 Closed
MA
1505
MANA Advisors
New York
– -$274K -2,348 Closed
RIM
1506
Redwood Investment Management
Arizona
– -$269K -2,305 Closed
RMDI
1507
R.M. Davis Inc
Maine
– -$265K -2,268 Closed
SFG
1508
Sather Financial Group
Texas
– -$259K -2,224 Closed
Dodge & Cox
1509
Dodge & Cox
California
– -$257K -2,200 Closed
CCIA
1510
Campbell & Co Investment Adviser
Maryland
– -$257K -2,200 Closed
AAM
1511
American Asset Management
Florida
– -$255K -2,187 Closed
MMA
1512
Miracle Mile Advisors
California
– -$255K -2,182 Closed
NFA
1513
Nuveen Fund Advisors
Illinois
– -$248K -2,120 Closed
LJAC
1514
L.J. Altfest & Co
New York
– -$247K -2,112 Closed
FSA
1515
Franklin Street Advisors
North Carolina
– -$246K -2,110 Closed
AFNAS
1516
American Financial Network Advisory Services
California
– -$234K -2,000 Closed
HIIFS
1517
Harel Insurance Investments & Financial Services
Israel
– -$234K -2,000 Closed
UAM
1518
UAS Asset Management
New York
– -$233K -2,000 Closed
QOP
1519
Quinn Opportunity Partners
Virginia
– -$234K -2,000 Closed
AWM
1520
Aries Wealth Management
Maine
– -$232K -1,986 Closed
BJL
1521
Brighton Jones LLC
Washington
– -$231K -1,975 Closed
BB
1522
Busey Bank
Illinois
– -$226K -1,939 Closed
TC
1523
Telemus Capital
Michigan
– -$224K -1,922 Closed
SAM
1524
SignalPoint Asset Management
Missouri
– -$225K -1,921 Closed
B
1525
Brightworth
Georgia
– -$224K -1,918 Closed
59 60
61
62 63