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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 %
FFIC
326
First Fiduciary Investment Counsel
Ohio
$10.8M -$6.28M -54,782 -37%
MSA
327
Mason Street Advisors
Wisconsin
$10.8M +$90.1K +786 +0.8%
SBIA
328
Sheaff Brock Investment Advisors
Indiana
$10.8M -$4.62M -40,319 -30%
BAMF
329
BI Asset Management Fondsmaeglerselskab
Denmark
$10.8M -$1.09M -9,500 -9%
LCP
330
LGT Capital Partners
Switzerland
$10.7M -$504K -4,400 -4%
XK
331
Xact Kapitalforvaltning
Sweden
$10.7M +$189K +1,646 +2%
Brown Advisory
332
Brown Advisory
Maryland
$10.5M +$372K +3,243 +4%
EIA
333
Edgemoor Investment Advisors
Maryland
$10.5M -$155K -1,354 -1%
CCM
334
Cadence Capital Management
Massachusetts
$10.3M -$62.7K -547 -0.6%
CGT
335
Capital Guardian Trust
California
$10.3M +$183K +1,600 +2%
FLPIM
336
F.L. Putnam Investment Management
Massachusetts
$10.2M -$244K -2,129 -2%
B
337
BP
United Kingdom
$10.1M – – –
MAMU
338
Marathon Asset Management (UK)
United Kingdom
$10M -$1.04M -9,038 -9%
VIA
339
Virtus Investment Advisers
Connecticut
$9.95M +$9.09M +79,275 +1,052%
SAM
340
Strategy Asset Managers
California
$9.93M -$431K -3,686 -4%
TYCC
341
Texas Yale Capital Corp
Florida
$9.74M -$45.9K -400 -0.5%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$9.72M -$7.9M -68,891 -45%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$9.7M +$812K +7,079 +9%
CWP
344
Capital Wealth Planning
Florida
$9.63M -$7.73M -67,425 -45%
QIM
345
Quantitative Investment Management
Virginia
$9.61M -$3.91M -34,100 -29%
JG
346
Jefferies Group
New York
$9.57M +$7.46M +65,097 +353%
WF
347
Welch & Forbes
Massachusetts
$9.55M -$369K -3,221 -4%
CCM
348
Century Capital Management
Massachusetts
$9.54M – – –
EWM
349
Evercore Wealth Management
New York
$9.38M -$18.2K -159 -0.2%
MOACM
350
Mutual of America Capital Management
New York
$9.37M +$76K +663 +0.8%
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