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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 %
IRF
326
IBM Retirement Fund
New York
$9.94M -$8.53M -78,776 -46%
EIA
327
Edgemoor Investment Advisors
Maryland
$9.92M -$340K -3,224 -3%
JPMPWA
328
J.P. Morgan Private Wealth Advisors
California
$9.91M +$2.67M +25,337 +37%
FNBT
329
FineMark National Bank & Trust
Florida
$9.83M +$70.9K +672 +0.7%
SOADOR
330
State of Alaska Department of Revenue
Alaska
$9.72M +$6.04M +57,262 +164%
Bank of Nova Scotia
331
Bank of Nova Scotia
Ontario, Canada
$9.71M +$8.34M +79,060 +610%
MSA
332
Mason Street Advisors
Wisconsin
$9.7M +$104K +989 +1%
CGI
333
CI Global Investments
California
$9.63M -$295K -2,800 -3%
AIM
334
Artemis Investment Management
United Kingdom
$9.58M +$4.96M +47,000 +107%
CGT
335
Capital Guardian Trust
California
$9.53M -$196K -1,860 -2%
SAM
336
Strategy Asset Managers
California
$9.48M +$18.6K +176 +0.2%
VKH
337
Virtu KCG Holdings
New York
$9.4M -$992K -9,401 -10%
FLII
338
First Long Island Investors
New York
$9.37M -$73.4K -696 -0.8%
VIP
339
Vantage Investment Partners
Missouri
$9.29M +$61.1K +579 +0.7%
BOS
340
Bingham Osborn & Scarborough
California
$9.23M +$36.9K +350 +0.4%
ERSOT
341
Employees Retirement System of Texas
Texas
$9.06M +$295K +2,800 +3%
EWM
342
Evercore Wealth Management
New York
$9.02M -$1.04M -9,840 -10%
TYCC
343
Texas Yale Capital Corp
Florida
$9M -$36.9K -350 -0.4%
Bessemer Group
344
Bessemer Group
New Jersey
$8.99M +$4.2M +39,851 +88%
WF
345
Welch & Forbes
Massachusetts
$8.99M -$377K -3,570 -4%
SCM
346
Stevens Capital Management
Pennsylvania
$8.86M -$3.36M -31,811 -27%
KIA
347
KCM Investment Advisors
California
$8.82M -$133K -1,260 -1%
TMAM
348
Tokio Marine Asset Management
Japan
$8.79M +$6.7M +63,543 +321%
CCM
349
Century Capital Management
Massachusetts
$8.78M – – –
BUB
350
BBVA USA Bancshares
Texas
$8.58M +$3.25M +30,807 +61%
12 13
14
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