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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
301
Delta Asset Management
Tennessee
$12.3M -$120K -1,046 -1%
BNP Paribas Asset Management
302
BNP Paribas Asset Management
France
$12.1M -$7.09M -61,806 -37%
FTIOP
303
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.1M +$43.6K +380 +0.4%
PAG
304
Private Advisor Group
New Jersey
$12.1M +$440K +3,858 +4%
KBC Group
305
KBC Group
Belgium
$12M +$1.42M +12,359 +13%
GLA
306
Great Lakes Advisors
Illinois
$12M -$1.12M -9,749 -9%
BUB
307
BBVA USA Bancshares
Texas
$12M +$316K +2,759 +3%
NIMC
308
NWQ Investment Management Company
California
$12M -$4.2M -36,665 -26%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$11.9M +$112K +977 +1%
ANI
310
American National Insurance
Texas
$11.8M – – –
HIMC
311
Heritage Investors Management Corp
Maryland
$11.7M -$241K -2,100 -2%
HA
312
Halsey Associates
Connecticut
$11.7M -$64.3K -561 -0.5%
TAM
313
Trillium Asset Management
Massachusetts
$11.6M -$362K -3,156 -3%
BOS
314
Bingham Osborn & Scarborough
California
$11.6M -$200K -1,742 -2%
SCA
315
Stillwater Capital Advisors
Pennsylvania
$11.5M +$459 +4 +0%
SIC
316
Sigma Investment Counselors
Michigan
$11.5M +$11.5K +100 +0.1%
SAC
317
Smith Affiliated Capital
New York
$11.5M -$10.9M – –
RCYC
318
Richard C. Young & Co
Rhode Island
$11.4M +$139K +1,215 +1%
ZIG
319
Zurich Insurance Group
Switzerland
$11.4M -$890K -7,763 -7%
CCA
320
Catalyst Capital Advisors
New York
$11.4M +$7.25M +63,230 +176%
A
321
Aetna
Connecticut
$11.3M +$11.3M +98,715 New
PNC
322
Park National Corp
Ohio
$11.3M -$172K -1,498 -2%
AG
323
Advisor Group
Arizona
$11.3M -$1.22M -10,627 -10%
FLII
324
First Long Island Investors
New York
$10.9M +$349K +3,044 +3%
GC
325
Gilbert & Cook
Iowa
$10.9M +$10.9M +95,304 New
11 12
13
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