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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 %
NB
276
Norinchukin Bank
Japan
$12.3M +$347K +3,141 +3%
S
277
SignatureFD
Georgia
$12.3M -$695K -6,281 -5%
LIM
278
Lathrop Investment Management
Arkansas
$12.2M -$31.5K -285 -0.3%
GLA
279
Great Lakes Advisors
Illinois
$12.1M +$3.04M +27,451 +33%
PAG
280
Private Advisor Group
New Jersey
$12.1M -$45.7K -415 -0.4%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$11.9M -$322K -2,914 -3%
GC
282
Gilbert & Cook
Iowa
$11.9M +$1.65M +14,875 +16%
CWP
283
Capital Wealth Planning
Florida
$11.9M +$696K +6,295 +6%
FFIC
284
First Fiduciary Investment Counsel
Ohio
$11.8M +$463K +4,185 +4%
SSA
285
Schonfeld Strategic Advisors
New York
$11.8M +$11.8M +106,732 New
DIA
286
Davidson Investment Advisors
Montana
$11.7M -$1.64M -14,871 -12%
HIMC
287
Heritage Investors Management Corp
Maryland
$11.7M +$367K +3,319 +3%
AG
288
Advisor Group
Arizona
$11.6M +$1.97M +17,835 +21%
RCYC
289
Richard C. Young & Co
Rhode Island
$11.5M +$172K +1,554 +2%
PR
290
Payden & Rygel
California
$11.5M +$2.17M +19,600 +23%
Macquarie Group
291
Macquarie Group
Australia
$11.4M -$63.7K -576 -0.6%
BOS
292
Bingham Osborn & Scarborough
California
$11.4M +$221K +1,998 +2%
HA
293
Halsey Associates
Connecticut
$11.4M +$45.8K +414 +0.4%
ANI
294
American National Insurance
Texas
$11.4M – – –
ZIG
295
Zurich Insurance Group
Switzerland
$11.3M +$614K +5,552 +6%
SCA
296
Stillwater Capital Advisors
Pennsylvania
$11.2M +$259K +2,341 +2%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$11.2M -$1.74M -15,705 -13%
SIC
298
Sigma Investment Counselors
Michigan
$11.1M -$774 -7 -0%
SAC
299
Smith Affiliated Capital
New York
$11.1M -$10.7M – –
FLII
300
First Long Island Investors
New York
$11M +$508K +4,597 +5%
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