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

Top Sellers

1
GA
Greenhaven Associates
New York
$0
2
SA
SQ Advisors
Florida
$0
3
BA
BlackRock Advisors
Delaware
$352M
4
MG
Markel Group
Virginia
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
301
Nordea Investment Management
Sweden
$11.2M +$1.98M +18,782 +22%
WIC
302
Willis Investment Counsel
Georgia
$11.1M +$84.4K +800 +0.8%
SIC
303
Sigma Investment Counselors
Michigan
$11.1M – – –
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$11.1M +$1.1M +10,400 +11%
HA
305
Halsey Associates
Connecticut
$11M +$7.59K +72 +0.1%
ZA
306
Zweig Advisers
Connecticut
$11M -$1.27M -12,000 -10%
DIA
307
Davidson Investment Advisors
Montana
$10.9M +$572K +5,423 +6%
BCM
308
Brookmont Capital Management
Texas
$10.9M -$1.41M -13,354 -11%
FTIOP
309
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.9M +$215K +2,038 +2%
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$10.9M +$42.8K +406 +0.4%
GH
311
GAM Holding
Switzerland
$10.8M -$20.5K -194 -0.2%
ANI
312
American National Insurance
Texas
$10.8M -$36.9K -350 -0.3%
ZIG
313
Zurich Insurance Group
Switzerland
$10.8M +$1.21M +11,460 +13%
BVDMP
314
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.7M -$3.07M -29,100 -22%
ACA
315
Anchor Capital Advisors
Massachusetts
$10.7M -$372K -3,531 -3%
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$10.7M +$887K +8,414 +9%
SCA
317
Stillwater Capital Advisors
Pennsylvania
$10.6M -$63.8K -605 -0.6%
AI
318
Analytic Investors
California
$10.6M +$6.83M +64,768 +182%
RCYC
319
Richard C. Young & Co
Rhode Island
$10.6M -$169K -1,601 -2%
SAC
320
Smith Affiliated Capital
New York
$10.5M -$9.62M – –
MAMU
321
Marathon Asset Management (UK)
United Kingdom
$10.5M +$10.5M +99,972 New
CCMG
322
Clark Capital Management Group
Pennsylvania
$10.5M +$5.57M +52,855 +113%
PNC
323
Park National Corp
Ohio
$10.5M -$371K -3,520 -3%
PAG
324
Private Advisor Group
New Jersey
$10.4M -$154K -1,467 -1%
IIM
325
Intact Investment Management
Quebec, Canada
$10.1M +$3.22M +30,500 +47%
11 12
13
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