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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$291M
3
JHIU
3
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.76B
5
BFA
5
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$260M
3
Prudential Financial
3
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$18.1M -$1.76M -16,325 -9%
DLHL
252
Donald L. Hagan LLC
Florida
$17.9M +$25.2K +234 +0.1%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$17.7M -$323K -3,000 -2%
Voloridge Investment Management
254
Voloridge Investment Management
Florida
$17.4M +$16.6M +153,670 +1,860%
PIA
255
Piedmont Investment Advisors
North Carolina
$17.4M -$764K -7,091 -4%
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$17.1M -$13.4M -124,701 -44%
NI
257
Nuance Investments
Missouri
$17.1M +$370K +3,433 +2%
MTC
258
McDaniel Terry & Co
Texas
$16.7M -$126K -1,168 -0.7%
LA
259
Lynch & Associates
Indiana
$16.6M +$92.1K +855 +0.6%
Creative Planning
260
Creative Planning
Kansas
$16.6M +$463K +4,298 +3%
SIA
261
Sit Investment Associates
Minnesota
$16.6M -$16.2M -149,940 -49%
LSV Asset Management
262
LSV Asset Management
Illinois
$16.2M +$16.2M +150,771 New
CCMH
263
Cornerstone Capital Management Holdings
New York
$16.2M -$24.5K -227 -0.2%
ZIG
264
Zurich Insurance Group
Switzerland
$16.1M +$5.12M +47,568 +46%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$15.9M +$4.81M +44,673 +43%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$15.9M -$966K -8,941 -6%
DADC
267
D.A. Davidson & Co
Montana
$15.7M +$265K +2,458 +2%
OA
268
Oak Associates
Ohio
$15.5M -$2.59K -24 -0%
IAM
269
Impax Asset Management
New Hampshire
$15.4M -$3.8M -35,300 -20%
RJFSA
270
Raymond James Financial Services Advisors
Florida
$15.3M -$331K -3,074 -2%
ACM
271
Argent Capital Management
Missouri
$15.3M +$49.7K +461 +0.3%
BCM
272
Bridgeway Capital Management
Texas
$15.3M -$2.67M -24,780 -15%
MWM
273
Merriman Wealth Management
Washington
$14.9M +$14.9M +138,598 New
TAM
274
Tocqueville Asset Management
New York
$14.5M +$11.6M +107,346 +388%
FAF
275
Fjarde Ap-fonden
Sweden
$14.3M -$2.76M -25,637 -16%
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