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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 %
GW
326
GW & Wade
Massachusetts
$9.95M +$4.19M +39,023 +73%
SBIA
327
Sheaff Brock Investment Advisors
Indiana
$9.78M -$331K -3,088 -3%
Brown Advisory
328
Brown Advisory
Maryland
$9.74M -$70.4K -656 -0.7%
OAM
329
Oppenheimer Asset Management
New York
$9.62M +$9.62M +89,658 New
CBOA
330
Commonwealth Bank of Australia
Australia
$9.56M +$1.16M +10,829 +14%
CGT
331
Capital Guardian Trust
California
$9.52M -$161K -1,500 -2%
EIA
332
Edgemoor Investment Advisors
Maryland
$9.48M -$307K -2,865 -3%
JPMPWA
333
J.P. Morgan Private Wealth Advisors
California
$9.45M +$1.56M +14,568 +20%
AG
334
Advisor Group
Arizona
$9.33M -$1.2M -11,152 -11%
TAM
335
Trillium Asset Management
Massachusetts
$9.19M -$1.65M -15,393 -15%
TYCC
336
Texas Yale Capital Corp
Florida
$9.11M – – –
MAMU
337
Marathon Asset Management (UK)
United Kingdom
$9.1M -$302K -2,811 -3%
MOACM
338
Mutual of America Capital Management
New York
$9.06M +$285K +2,654 +3%
PR
339
Payden & Rygel
California
$9.01M +$9.01M +84,000 New
WF
340
Welch & Forbes
Massachusetts
$9.01M +$76.7K +715 +0.9%
AAM
341
Advisors Asset Management
Colorado
$8.88M +$334K +3,111 +4%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$8.85M -$2.52M -23,440 -22%
ISB
343
Iowa State Bank
Iowa
$8.84M +$98.7K +920 +1%
GLA
344
Great Lakes Advisors
Illinois
$8.81M -$2.44M -22,718 -22%
KIA
345
KCM Investment Advisors
California
$8.79M +$120K +1,115 +1%
IIM
346
Intact Investment Management
Quebec, Canada
$8.77M -$2.89M -26,900 -25%
BCM
347
Brookmont Capital Management
Texas
$8.75M +$26.8K +250 +0.3%
GHA
348
GW Henssler & Associates
Georgia
$8.73M +$452K +4,217 +5%
ACS
349
Archford Capital Strategies
Illinois
$8.67M +$5.69K +53 +0.1%
HI
350
Hendershot Investments
Virginia
$8.62M +$39.2K +365 +0.5%
12 13
14
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