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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$793M
3
Parnassus Investments
3
Parnassus Investments
California
$713M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$168M
5
PPA
5
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$171M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
226
Lynch & Associates
Indiana
$17.2M +$160K +1,450 +0.9%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$17.2M -$250K -2,265 -1%
SC
228
Scotia Capital
Ontario, Canada
$16.7M +$918K +8,306 +6%
MNA
229
Manning & Napier Advisors
New York
$16.6M +$3.28M +29,633 +25%
DF
230
Donoghue Forlines
Massachusetts
$16.5M +$16.5M +148,875 New
PIA
231
Piedmont Investment Advisors
North Carolina
$16.3M +$76.6K +693 +0.5%
SB
232
Suntrust Banks
Georgia
$16.2M -$1.83M -16,572 -10%
PAS
233
Professional Advisory Services
Florida
$16M +$2.62M +23,678 +20%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$15.8M -$57.4K -519 -0.4%
OA
235
Oak Associates
Ohio
$15.7M -$39.4K -356 -0.2%
DLHL
236
Donald L. Hagan LLC
Florida
$15.7M -$2.91M -26,342 -16%
CA
237
Cullinan Associates
Kentucky
$15.5M -$7.63M -69,038 -33%
DL
238
Delta Lloyd
Netherlands
$15.3M +$8.74M +79,018 +134%
AAF
239
Andra AP-fonden
Sweden
$15.1M -$4.31M -39,000 -22%
MWM
240
Merriman Wealth Management
Washington
$15.1M -$25.3K -229 -0.2%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$15.1M +$351K +3,175 +2%
ACI
242
Alpha Cubed Investments
California
$15M +$3.21M +29,051 +27%
FTIOP
243
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.9M +$4.05M +36,578 +37%
LCP
244
LGT Capital Partners
Switzerland
$14.9M +$1.82M +16,440 +14%
TU
245
TDAM USA
Ontario, Canada
$14.8M +$147K +1,338 +1%
MIM
246
Marco Investment Management
Georgia
$14.7M -$49.8K -450 -0.3%
EIM
247
ExxonMobil Investment Management
Texas
$14.6M -$2.3M -20,810 -14%
ZAM
248
Zevin Asset Management
Massachusetts
$14.6M -$6.67M -60,334 -31%
AIMCA
249
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.6M +$2.21M +20,000 +18%
LWM
250
Lyons Wealth Management
Florida
$14.5M -$6.92M -62,590 -32%
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