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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.83B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$519M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.61B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.15B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$341M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$80.5M
3
APG Asset Management
3
APG Asset Management
Netherlands
$51.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$127M
5
Norges Bank
5
Norges Bank
Norway
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$15.4M -$2.45M -22,871 -14%
SC
252
Scotia Capital
Ontario, Canada
$15.3M +$1.6M +14,858 +12%
OA
253
Oak Associates
Ohio
$15.3M -$48.2K -449 -0.3%
DILIC
254
Dai-ichi Life Insurance Company
Japan
$15.3M +$1.24M +11,587 +9%
GH
255
GAM Holding
Switzerland
$15M +$60.4K +563 +0.4%
NMIMC
256
Northwestern Mutual Investment Management Company
Wisconsin
$14.9M +$6.46M +60,164 +76%
WIC
257
Willis Investment Counsel
Georgia
$14.9M +$42.9K +400 +0.3%
MWM
258
Merriman Wealth Management
Washington
$14.7M -$153K -1,425 -1%
MIM
259
Marco Investment Management
Georgia
$14.3M +$236K +2,200 +2%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$14.3M -$1.17M -10,902 -8%
TU
261
TDAM USA
Ontario, Canada
$14.3M +$7.42M +69,188 +108%
Grantham, Mayo, Van Otterloo & Co (GMO)
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14M -$5.14M -47,886 -27%
BCM
263
Bridgeway Capital Management
Texas
$13.9M -$115K -1,075 -0.8%
CCMH
264
Cornerstone Capital Management Holdings
New York
$13.9M -$11.1M -103,725 -44%
AIM
265
Achmea Investment Management
Netherlands
$13.9M +$13.9M +129,280 New
BA
266
Bridgewater Associates
Connecticut
$13.8M +$13.8M +128,914 New
URS
267
Utah Retirement Systems
Utah
$13.6M +$10.7K +100 +0.1%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$13.4M -$3.6M -33,591 -21%
GGI
269
Godsey & Gibb Inc
Virginia
$13.3M -$4.29K -40 -0%
QAM
270
QCI Asset Management
New York
$13.3M -$9.12K -85 -0.1%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M +$13.2M +122,765 New
KFC
272
Klingenstein Fields & Co
New York
$13.1M -$40.6K -378 -0.3%
VRS
273
Virginia Retirement Systems
Virginia
$13M – – –
PAS
274
Professional Advisory Services
Florida
$13M +$13M +120,721 New
DIA
275
Davidson Investment Advisors
Montana
$12.9M +$656K +6,113 +5%
9 10
11
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