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

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$103M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$33.8M
4
SCM
4
Shapiro Capital Management
Georgia
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
201
BI Asset Management Fondsmaeglerselskab
Denmark
$18.8M +$2.91M +29,800 +18%
MIH
202
Madison Investment Holdings
Wisconsin
$18.5M -$58.8K -603 -0.3%
DP
203
Dearborn Partners
Illinois
$18.2M -$120K -1,228 -0.7%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$17.9M -$1.57M -16,079 -8%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$17.6M +$2.47M +25,376 +16%
UCFA
206
United Capital Financial Advisors
Texas
$17.5M -$122K -1,253 -0.7%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$17.4M -$7.96M -81,615 -31%
MNG
208
Manning & Napier Group
New York
$17.3M +$1.28M +13,105 +8%
JCM
209
Janney Capital Management
Pennsylvania
$17.2M -$1.22M -12,549 -7%
AIA
210
Avalon Investment & Advisory
Texas
$17M -$930K -9,536 -5%
Macquarie Group
211
Macquarie Group
Australia
$16.2M +$171K +1,753 +1%
NB
212
Norinchukin Bank
Japan
$15.9M +$3.74M +38,355 +31%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$15.9M -$6.99M -71,706 -31%
WSFS
214
Wilmington Savings Fund Society
Delaware
$15.8M +$345K +3,540 +2%
AAM
215
Advisors Asset Management
Colorado
$15.7M +$430K +4,407 +3%
ACI
216
Alpha Cubed Investments
California
$15.5M -$930K -9,531 -6%
Creative Planning
217
Creative Planning
Kansas
$15.3M +$674K +6,915 +5%
FTIOP
218
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.3M +$221K +2,266 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
219
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M -$907K -9,300 -6%
MTC
220
McDaniel Terry & Co
Texas
$14.9M -$71.1K -729 -0.5%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$14.8M -$8.78M -90,025 -37%
MSL
222
Mackay Shields LLC
New York
$14.6M +$3.22M +32,983 +28%
APG Asset Management
223
APG Asset Management
Netherlands
$14.3M -$862K -10,100 -6%
AG
224
Advisor Group
Arizona
$14.2M -$88.7K -909 -0.6%
ASRS
225
Arizona State Retirement System
Arizona
$13.9M -$2.83M -29,018 -17%
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9
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