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United Parcel Service
UPS

Overview Fund Activity

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$145M
2
TCIM
2
TIAA CREF Investment Management
New York
$443M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$97.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.59B
5
Prudential Financial
5
Prudential Financial
New Jersey
$191M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$0
2
SA
2
SQ Advisors
Florida
$0
3
BA
3
BlackRock Advisors
Delaware
$352M
4
MG
4
Markel Group
Virginia
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
251
Nuance Investments
Missouri
$16.4M -$21.2M -201,255 -56%
LA
252
Lynch & Associates
Indiana
$16.2M +$121K +1,150 +0.8%
CCMH
253
Cornerstone Capital Management Holdings
New York
$15.9M -$1.21M -11,426 -7%
LPL Financial
254
LPL Financial
California
$15.9M -$2.87M -27,619 -15%
IEFM
255
IQ EQ Fund Management
Ireland
$15.9M +$3.11M +27,767 +24%
SF
256
Synovus Financial
Georgia
$15.8M +$414K +3,925 +3%
Creative Planning
257
Creative Planning
Kansas
$15.8M +$957K +9,076 +6%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$1.57M +14,873 +11%
SC
259
Scotia Capital
Ontario, Canada
$15.5M -$3.51M -33,242 -18%
RJFSA
260
Raymond James Financial Services Advisors
Florida
$15.3M +$5.02M +47,624 +49%
FFIC
261
First Fiduciary Investment Counsel
Ohio
$15.3M +$41.1K +390 +0.3%
OA
262
Oak Associates
Ohio
$15.2M +$21.1K +200 +0.1%
AQR Capital Management
263
AQR Capital Management
Connecticut
$15.1M +$3.21M +30,400 +27%
DADC
264
D.A. Davidson & Co
Montana
$15.1M +$745K +7,061 +5%
ACM
265
Argent Capital Management
Missouri
$15M +$335K +3,176 +2%
ED
266
Exane Derivatives
France
$14.8M +$14.5M +137,364 +4,425%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$14.7M +$2.61M +24,725 +22%
ASC
268
Atalanta Sosnoff Capital
New York
$14.6M -$17M -161,578 -54%
VRS
269
Virginia Retirement System
Virginia
$14.3M +$14.3M +135,388 New
DCM
270
Decatur Capital Management
Georgia
$14.2M -$23.7K -225 -0.2%
MNA
271
Manning & Napier Advisors
New York
$13.9M -$507K -4,803 -4%
SEI Investments
272
SEI Investments
Pennsylvania
$13.7M +$4.04M +38,335 +42%
URS
273
Utah Retirement Systems
Utah
$13.3M +$21.1K +200 +0.2%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$13.2M -$2.15M -20,400 -14%
GGI
275
Godsey & Gibb Inc
Virginia
$13.1M +$29.2K +277 +0.2%
9 10
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