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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 %
TYCC
326
Texas Yale Capital Corp
Florida
$9.43M +$34.8K +315 +0.4%
KIA
327
KCM Investment Advisors
California
$9.42M +$363K +3,281 +4%
ERSOT
328
Employees Retirement System of Texas
Texas
$9.4M +$664K +6,000 +8%
BUB
329
BBVA USA Bancshares
Texas
$9.39M -$957K -8,654 -9%
Brown Advisory
330
Brown Advisory
Maryland
$9.32M -$715K -6,466 -7%
MAA
331
Matrix Asset Advisors
New York
$9.31M +$2.21M +19,962 +31%
MOACM
332
Mutual of America Capital Management
New York
$9.29M -$45.9K -415 -0.5%
JGC
333
J. Goldman & Co
New York
$9.27M +$9.27M +83,800 New
GHA
334
GW Henssler & Associates
Georgia
$9.23M +$230K +2,078 +3%
SG Americas Securities
335
SG Americas Securities
New York
$9.11M +$1.46M +13,165 +19%
ISB
336
Iowa State Bank
Iowa
$9.09M -$27.2K -246 -0.3%
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
$9.01M +$8.27M +74,786 +1,114%
AB
338
Amalgamated Bank
New York
$9M +$3.21M +28,996 +55%
WF
339
Welch & Forbes
Massachusetts
$8.94M -$345K -3,120 -4%
ACS
340
Archford Capital Strategies
Illinois
$8.94M +$9.95K +90 +0.1%
WT
341
Washington Trust
Rhode Island
$8.91M +$157K +1,422 +2%
HI
342
Hendershot Investments
Virginia
$8.89M +$10.5K +95 +0.1%
BFG
343
Beacon Financial Group
Texas
$8.82M +$75.6K +689 +0.9%
ACM
344
Advent Capital Management
New York
$8.81M +$367K +3,320 +4%
Public Sector Pension Investment Board (PSP Investments)
345
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.69M -$8.63M -78,062 -50%
BCM
346
Brookmont Capital Management
Texas
$8.64M -$381K -3,444 -4%
CCMD
347
Cypress Capital Management (Delaware)
Delaware
$8.6M +$16.1K +146 +0.2%
DnB Asset Management
348
DnB Asset Management
Norway
$8.54M +$22.1K +200 +0.3%
EWM
349
Evercore Wealth Management
New York
$8.42M -$334K -3,016 -4%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$8.36M -$194K -1,750 -2%
12 13
14
15 16