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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Bank of America
Bank of America
North Carolina
$1.63B
3
Federated Hermes
Federated Hermes
Pennsylvania
$310M
4
Two Sigma Investments
Two Sigma Investments
New York
$133M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$3.26B
4
SI
Sentry Investments
Ontario, Canada
$126M
5
American Century Companies
American Century Companies
Missouri
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
Alyeska Investment Group
301
Alyeska Investment Group
Illinois
$11.8M +$11.8M +98,547 New
BMC
302
Benin Management Corp
Connecticut
$11.8M +$5.15M +42,865 +78%
ZIG
303
Zurich Insurance Group
Switzerland
$11.7M -$539K -4,488 -4%
KBC Group
304
KBC Group
Belgium
$11.7M +$940K +7,826 +9%
XK
305
Xact Kapitalforvaltning
Sweden
$11.6M +$200K +1,665 +2%
SPC
306
Stewart & Patten Company
California
$11.5M +$664K +5,530 +6%
MSA
307
Mason Street Advisors
Wisconsin
$11.5M +$2.4K +20 +0%
DADC
308
D.A. Davidson & Co
Montana
$11.3M +$606K +5,049 +6%
BWP
309
Baldwin Wealth Partners
Massachusetts
$11.2M +$27.5K +229 +0.2%
CBOA
310
Commonwealth Bank of Australia
Australia
$11.2M +$344K +2,866 +3%
AQR Capital Management
311
AQR Capital Management
Connecticut
$11M -$322K -2,680 -3%
GW
312
GW & Wade
Massachusetts
$11M -$389K -3,242 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
313
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M +$4.68M +38,800 +75%
WI
314
WBI Investments
New Jersey
$10.7M +$10.7M +88,737 New
CBT
315
Capital Bank & Trust
California
$10.6M – – –
TAM
316
Trillium Asset Management
Massachusetts
$10.6M +$99.1K +825 +0.9%
KIA
317
KCM Investment Advisors
California
$10.5M +$254K +2,115 +2%
IC
318
InterOcean Capital
Illinois
$10.4M +$2.18M +18,187 +27%
EIA
319
Edgemoor Investment Advisors
Maryland
$10.3M -$156K -1,298 -1%
TYCC
320
Texas Yale Capital Corp
Florida
$10.2M -$2.04K -17 -0%
GHA
321
GW Henssler & Associates
Georgia
$10.2M +$198K +1,645 +2%
OAM
322
Oppenheimer Asset Management
New York
$10.2M -$69.4K -578 -0.7%
MAA
323
Matrix Asset Advisors
New York
$10.2M +$63.5K +529 +0.6%
MOACM
324
Mutual of America Capital Management
New York
$10.1M +$57.8K +481 +0.6%
NIM
325
Northeast Investment Management
Massachusetts
$10.1M -$1.1M -9,182 -10%
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