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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 %
ANI
301
American National Insurance
Texas
$11M – – –
Robeco Institutional Asset Management
302
Robeco Institutional Asset Management
Netherlands
$11M -$36.1M -336,740 -77%
VIP
303
Vantage Investment Partners
Missouri
$11M -$1.21M -11,321 -10%
HA
304
Halsey Associates
Connecticut
$11M +$58.7K +547 +0.5%
HIMC
305
Heritage Investors Management Corp
Maryland
$11M -$7.51K -70 -0.1%
RCYC
306
Richard C. Young & Co
Rhode Island
$11M +$301K +2,809 +3%
CWP
307
Capital Wealth Planning
Florida
$10.9M +$1.89M +17,570 +21%
BOS
308
Bingham Osborn & Scarborough
California
$10.8M +$215 +2 +0%
SIC
309
Sigma Investment Counselors
Michigan
$10.8M +$4.51K +42 +0%
SAC
310
Smith Affiliated Capital
New York
$10.7M -$11.5M – –
SCA
311
Stillwater Capital Advisors
Pennsylvania
$10.7M -$117K -1,091 -1%
BAM
312
Barrett Asset Management
New York
$10.7M -$1.22M -11,400 -10%
SOADOR
313
State of Alaska Department of Revenue
Alaska
$10.6M -$3.17M -29,564 -23%
A
314
Aetna
Connecticut
$10.6M – – –
CC
315
Cognios Capital
Kansas
$10.6M +$3.12M +29,127 +42%
FTIOP
316
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.5M -$770K -7,174 -7%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$10.4M +$322K +3,000 +3%
ZIG
318
Zurich Insurance Group
Switzerland
$10.4M -$304K -2,837 -3%
MSA
319
Mason Street Advisors
Wisconsin
$10.2M +$101K +945 +1%
XK
320
Xact Kapitalforvaltning
Sweden
$10.2M +$218K +2,036 +2%
FLII
321
First Long Island Investors
New York
$10.2M -$68.1K -635 -0.7%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$10.1M -$1.01M -9,416 -9%
BUB
323
BBVA USA Bancshares
Texas
$10M -$1.2M -11,154 -11%
GC
324
Gilbert & Cook
Iowa
$9.99M -$239K -2,223 -2%
BWP
325
Baldwin Wealth Partners
Massachusetts
$9.96M +$9.92M +92,492 +29,645%
11 12
13
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