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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
$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.47B
5
AAMU
Amundi Asset Management US
Massachusetts
$163M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.16B
2
EVM
Eaton Vance Management
Massachusetts
$200M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$356M
4
Lazard Asset Management
Lazard Asset Management
New York
$0
5
BlackRock
BlackRock
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
176
Sabal Trust
Florida
$26.6M +$280K +2,633 +1%
KFC
177
Klingenstein Fields & Co
New York
$26.1M +$285K +2,685 +1%
WBC
178
Westpac Banking Corp
Australia
$26M +$346K +3,253 +1%
DCM
179
Donaldson Capital Management
Indiana
$25.8M +$252K +2,369 +1%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$25M +$758K +7,140 +3%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$24.7M +$3.34M +31,430 +16%
CCP
182
Clarkston Capital Partners
Michigan
$24.3M +$2.28M +21,497 +10%
SOMRS
183
State of Michigan Retirement System
Michigan
$24.1M +$170K +1,600 +0.7%
MA
184
MUFG Americas
New York
$24.1M +$815K +7,673 +4%
Mariner
185
Mariner
Kansas
$24M +$7.67M +72,176 +47%
JPMPWA
186
J.P. Morgan Private Wealth Advisors
California
$23.8M -$2.01M -18,943 -8%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$23.6M +$763K +7,185 +3%
VDI
188
Vaughan David Investments
Illinois
$23.5M -$925K -8,712 -4%
SC
189
Scotia Capital
Ontario, Canada
$23.4M +$248K +2,392 +1%
FWCM
190
Ferguson Wellman Capital Management
Oregon
$22.8M -$11.9M -112,369 -34%
BHIA
191
Birch Hill Investment Advisors
Massachusetts
$22.7M +$151K +1,420 +0.7%
Baillie Gifford & Co
192
Baillie Gifford & Co
United Kingdom
$22.6M +$651K +6,130 +3%
MIS
193
Morningstar Investment Services
Illinois
$21.9M -$5.16M -48,614 -19%
ACI
194
AMP Capital Investors
Australia
$21.8M -$1.66M -15,658 -7%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$21.6M +$4.57M +43,009 +27%
SOADOR
196
State of Alaska Department of Revenue
Alaska
$21.6M +$1.48M +13,961 +7%
MIM
197
MetLife Investment Management
New Jersey
$21.6M -$439K -4,131 -2%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$21.3M – – –
AIA
199
Avalon Investment & Advisory
Texas
$21.3M +$3.65M +34,314 +21%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$20.9M +$1.74M +16,347 +9%
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