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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)
1
Eagle Capital Management (New York)
New York
$538M
2
Bank of America
2
Bank of America
North Carolina
$1.57B
3
EVM
3
Eaton Vance Management
Massachusetts
$399M
4
LCOV
4
London Company of Virginia
Virginia
$196M
5
Franklin Resources
5
Franklin Resources
California
$781M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$121M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$747M
4
EIP
4
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$33.8M +$10.5M +100,209 +45%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$33M -$131M -1,249,139 -80%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$31.9M +$4.34M +41,471 +16%
KeyBank National Association
154
KeyBank National Association
Ohio
$31.9M -$3.67M -35,065 -10%
RFC
155
Regions Financial Corp
Alabama
$31.8M +$12.8M +121,934 +67%
AIG
156
American International Group
New York
$31.6M -$568K -5,428 -2%
CG
157
CFO4Life Group
Texas
$31.5M -$233K -2,224 -0.7%
MCM
158
Masters Capital Management
Georgia
$31.4M +$31.4M +300,000 New
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$30.8M +$7.59M +72,493 +33%
DK
160
Darrell & King
Virginia
$30.4M -$339K -3,235 -1%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$30.2M +$1.98M +18,893 +7%
HCM
162
Hollencrest Capital Management
California
$30.2M +$11.9K +114 +0%
PCA
163
Personal Capital Advisors
California
$29.2M -$914K -8,732 -3%
RCM
164
RNC Capital Management
California
$28.2M +$627K +5,991 +2%
Truist Financial
165
Truist Financial
North Carolina
$28.2M +$51.6K +493 +0.2%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$28M -$2.8M -26,733 -9%
SB
167
Suntrust Banks
Georgia
$27M +$7.13M +68,149 +36%
CS
168
Cannell & Spears
New York
$26.8M -$129K -1,237 -0.5%
MIS
169
Morningstar Investment Services
Illinois
$26.7M -$5.51M -52,643 -17%
SEI Investments
170
SEI Investments
Pennsylvania
$26.4M -$2.79M -26,670 -10%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$26.1M -$2.16M -20,654 -8%
ORIO
172
Old Republic International (ORI)
Illinois
$26M +$3.17M +30,300 +14%
ST
173
Sabal Trust
Florida
$25.9M +$1.95M +18,672 +8%
KFC
174
Klingenstein Fields & Co
New York
$25.5M +$12M +114,910 +89%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$25.5M +$10.2M +97,271 +67%
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