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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
$240M
2
PPA
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
Renaissance Technologies
New York
$149M
4
EIP
Epoch Investment Partners
New York
$314M
5
Asset Management One
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$629M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24B
3
TCM
Tran Capital Management
California
$3.9M
4
MTB
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$21.3M -$5.51M -48,086 -21%
DP
227
Dearborn Partners
Illinois
$21.1M +$669K +5,836 +3%
AAF
228
Andra AP-fonden
Sweden
$21M +$413K +3,600 +2%
GIA
229
Guyasuta Investment Advisors
Pennsylvania
$20.7M +$118K +1,029 +0.6%
CCMG
230
Clark Capital Management Group
Pennsylvania
$20.6M +$9.12M +79,549 +80%
Grantham, Mayo, Van Otterloo & Co (GMO)
231
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.5M -$10.8M -93,838 -34%
CCP
232
Clarkston Capital Partners
Michigan
$20.4M -$434K -3,785 -2%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$20.3M +$246K +2,143 +1%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$20.3M +$381K +3,321 +2%
M&T Bank
235
M&T Bank
New York
$20.3M -$321K -2,799 -2%
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$20.2M +$2.27M +19,794 +13%
ORIO
237
Old Republic International (ORI)
Illinois
$20M – – –
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$19.9M +$1.61M +14,023 +9%
IEFM
239
IQ EQ Fund Management
Ireland
$19.8M -$219K -1,669 -1%
Creative Planning
240
Creative Planning
Kansas
$19.7M +$163K +1,426 +0.8%
WSFS
241
Wilmington Savings Fund Society
Delaware
$19.5M -$342K -2,984 -2%
DLHL
242
Donald L. Hagan LLC
Florida
$19.2M +$6.19K +54 +0%
SDIC
243
South Dakota Investment Council
South Dakota
$19.1M -$2.87M -25,057 -13%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$19M -$404K -3,528 -2%
HCM
245
Herndon Capital Management
Georgia
$18.4M -$33.7M -293,590 -65%
EIM
246
ExxonMobil Investment Management
Texas
$18.3M -$1.94M -16,942 -10%
CPC
247
Cookson Peirce & Co
Pennsylvania
$18.3M +$18.3M +159,495 New
CIM
248
Calvert Investment Management
Maryland
$18.1M -$677K -5,907 -4%
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
$18.1M -$877K -7,654 -5%
WIM
250
Weitz Investment Management
Nebraska
$18.1M -$4.62M -40,330 -20%
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