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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$121M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
4
EIP
Epoch Investment Partners
New York
$167M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$20.4M -$866K -8,271 -4%
JCM
202
Janney Capital Management
Pennsylvania
$20.3M +$20.3M +193,974 New
Calamos Advisors
203
Calamos Advisors
Illinois
$20.1M -$669K -6,390 -3%
SF
204
Synovus Financial
Georgia
$19.8M +$170K +1,632 +0.9%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$19.8M +$5.82M +55,590 +42%
ASRS
206
Arizona State Retirement System
Arizona
$19.6M -$188K -1,800 -1%
GIA
207
Guyasuta Investment Advisors
Pennsylvania
$19.3M +$334K +3,193 +2%
WIC
208
Willis Investment Counsel
Georgia
$19.1M +$586K +5,600 +3%
Macquarie Group
209
Macquarie Group
Australia
$19.1M -$1.01M -9,606 -5%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$18.9M +$12.4M +118,457 +190%
WP
211
WMS Partners
Maryland
$18.8M -$479K -4,579 -2%
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$18.7M +$5.52M +52,707 +42%
TPSF
213
Texas Permanent School Fund
Texas
$18.6M -$1.02M -9,730 -5%
UCFA
214
United Capital Financial Advisors
Texas
$18.6M -$690K -6,594 -4%
NI
215
Nuance Investments
Missouri
$17.9M -$1.23M -11,772 -6%
ACI
216
Alpha Cubed Investments
California
$17.6M +$1.36M +13,011 +8%
PAS
217
Professional Advisory Services
Florida
$17.6M +$2.82M +26,949 +19%
AIMCA
218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.5M +$2.98M +28,500 +21%
HI
219
Honeywell International
North Carolina
$17.4M -$8.06M -77,000 -32%
AIA
220
Avalon Investment & Advisory
Texas
$17.4M +$3.02M +28,829 +21%
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
$17.3M -$33.7M -321,974 -66%
BAMF
222
BI Asset Management Fondsmaeglerselskab
Denmark
$17.2M +$1.73M +16,500 +11%
WMSA
223
Weiss Multi-Strategy Advisers
New York
$17.2M +$8.04M +76,800 +88%
DF
224
Donoghue Forlines
Massachusetts
$17M +$1.34M +12,840 +9%
MNG
225
Manning & Napier Group
New York
$16.9M +$3.88M +37,027 +30%
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