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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
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
Lazard Asset Management
New York
$793M
3
Parnassus Investments
Parnassus Investments
California
$713M
4
Federated Hermes
Federated Hermes
Pennsylvania
$168M
5
PPA
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Ameriprise
Ameriprise
Minnesota
$171M
3
Bank of America
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Barrett Asset Management
New York
$10.9M -$38.7K -350 -0.4%
BAMF
302
BI Asset Management Fondsmaeglerselskab
Denmark
$10.9M +$221K +2,000 +2%
A
303
Aetna
Connecticut
$10.9M – – –
SBIA
304
Sheaff Brock Investment Advisors
Indiana
$10.9M +$817K +7,384 +8%
CWM
305
CIBC World Markets
New York
$10.8M +$2.8M +25,335 +35%
MSA
306
Mason Street Advisors
Wisconsin
$10.6M +$38.5K +348 +0.4%
FAF
307
Fjarde Ap-fonden
Sweden
$10.6M -$1.78M -16,067 -14%
XK
308
Xact Kapitalforvaltning
Sweden
$10.5M +$29.1K +263 +0.3%
GW
309
GW & Wade
Massachusetts
$10.5M +$211K +1,908 +2%
AQR Capital Management
310
AQR Capital Management
Connecticut
$10.4M -$54.7M -494,297 -84%
AAM
311
Advisors Asset Management
Colorado
$10.4M +$1.25M +11,312 +14%
NIM
312
Northeast Investment Management
Massachusetts
$10.3M -$1.16M -10,511 -10%
BWP
313
Baldwin Wealth Partners
Massachusetts
$10.3M -$7.19K -65 -0.1%
SPC
314
Stewart & Patten Company
California
$9.98M +$1.88M +17,020 +23%
CBOA
315
Commonwealth Bank of Australia
Australia
$9.96M +$106K +956 +1%
CANY
316
Caxton Associates (New York)
New York
$9.95M +$9.95M +90,000 New
Teacher Retirement System of Texas
317
Teacher Retirement System of Texas
Texas
$9.9M -$9.47M -85,641 -49%
KBC Group
318
KBC Group
Belgium
$9.87M -$2.33M -21,067 -19%
DADC
319
D.A. Davidson & Co
Montana
$9.86M +$1.3M +11,774 +15%
CBT
320
Capital Bank & Trust
California
$9.8M +$9.8M +88,614 New
CCM
321
Cadence Capital Management
Massachusetts
$9.8M -$3.22M -29,114 -25%
TAM
322
Trillium Asset Management
Massachusetts
$9.68M +$204K +1,847 +2%
TAF
323
Tredje AP-fonden
Sweden
$9.66M +$2.88M +26,010 +42%
EIA
324
Edgemoor Investment Advisors
Maryland
$9.61M -$149K -1,344 -2%
OAM
325
Oppenheimer Asset Management
New York
$9.43M -$483K -4,368 -5%
11 12
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