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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
2
Bank of America
North Carolina
$1.63B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$133M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.48B
3
State Street
3
State Street
Massachusetts
$3.26B
4
SI
4
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
5
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$17.9M +$765K +6,373 +4%
PIA
227
Piedmont Investment Advisors
North Carolina
$17.9M +$165K +1,371 +0.9%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$17.4M +$1.03M +8,579 +6%
Lord, Abbett & Co
229
Lord, Abbett & Co
New Jersey
$17.2M +$17.2M +143,100 New
OA
230
Oak Associates
Ohio
$17.1M +$120 +1 +0%
PAS
231
Professional Advisory Services
Florida
$17.1M -$271K -2,260 -2%
DLHL
232
Donald L. Hagan LLC
Florida
$17M -$56.4K -470 -0.3%
DF
233
Donoghue Forlines
Massachusetts
$16.9M -$1.01M -8,432 -6%
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
$16.8M +$2.57M +21,396 +18%
ACI
235
Alpha Cubed Investments
California
$16.8M +$467K +3,885 +3%
CA
236
Cullinan Associates
Kentucky
$16.7M -$132K -1,100 -0.8%
MNA
237
Manning & Napier Advisors
New York
$16.6M -$1.37M -11,385 -8%
MIM
238
Marco Investment Management
Georgia
$16.4M +$444K +3,700 +3%
LCP
239
LGT Capital Partners
Switzerland
$16.4M +$265K +2,210 +2%
MWM
240
Merriman Wealth Management
Washington
$16.4M – – –
ACM
241
Argent Capital Management
Missouri
$16.3M +$2.11M +17,539 +15%
AAF
242
Andra AP-fonden
Sweden
$16.2M -$204K -1,700 -1%
ZAM
243
Zevin Asset Management
Massachusetts
$15.9M +$38.5K +321 +0.2%
JPMPWA
244
J.P. Morgan Private Wealth Advisors
California
$15.9M +$6.99M +58,184 +78%
KFC
245
Klingenstein Fields & Co
New York
$15.9M +$594K +4,946 +4%
CCMH
246
Cornerstone Capital Management Holdings
New York
$15.7M +$397K +3,310 +3%
LWM
247
Lyons Wealth Management
Florida
$15.6M -$180K -1,496 -1%
CC
248
Carlson Capital
Texas
$15.6M +$15.6M +129,573 New
Skandinaviska Enskilda Banken (SEB)
249
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.4M +$520K +4,334 +4%
URS
250
Utah Retirement Systems
Utah
$15.2M +$24K +200 +0.2%
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