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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 %
AAM
351
Advisors Asset Management
Colorado
$8.52M -$2.11M -20,003 -20%
ACS
352
Archford Capital Strategies
Illinois
$8.51M +$35.5K +337 +0.4%
ISB
353
Iowa State Bank
Iowa
$8.47M +$17.4K +165 +0.2%
MOACM
354
Mutual of America Capital Management
New York
$8.42M +$211K +2,003 +3%
Brown Advisory
355
Brown Advisory
Maryland
$8.39M +$131K +1,246 +2%
BFG
356
Beacon Financial Group
Texas
$8.37M -$102K -965 -1%
HI
357
Hendershot Investments
Virginia
$8.33M +$219K +2,075 +3%
CC
358
Cognios Capital
Kansas
$8.29M +$3.41M +32,341 +70%
CBOA
359
Commonwealth Bank of Australia
Australia
$8.29M +$343K +3,257 +4%
TAM
360
Taurus Asset Management
New York
$8.25M -$454K -4,305 -5%
RIL
361
Rothschild Investment LLC
Illinois
$8.18M +$212K +2,010 +3%
ELC
362
Edgar Lomax Company
Virginia
$8.14M +$8.14M +77,200 New
WT
363
Washington Trust
Rhode Island
$8.13M +$55.1K +522 +0.7%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$8.12M +$127K +1,200 +2%
CIM
365
Corbyn Investment Management
Maryland
$8.1M -$20K -190 -0.2%
AC
366
Allstate Corporation
Illinois
$8M +$5.85M +55,501 +273%
KBC Group
367
KBC Group
Belgium
$7.85M +$2.09M +19,854 +36%
S
368
SignatureFD
Georgia
$7.75M -$57.1K -541 -0.7%
CAM
369
Capstone Asset Management
Texas
$7.73M +$321K +3,040 +4%
CWP
370
Capital Wealth Planning
Florida
$7.73M +$5.8K +55 +0.1%
LIC
371
Lodestar Investment Counsel
Illinois
$7.72M +$430K +4,079 +6%
MA
372
Montag & Associates
Georgia
$7.64M -$3.78M -35,809 -33%
ProShare Advisors
373
ProShare Advisors
Maryland
$7.62M -$3.19M -30,258 -30%
SCM
374
Shelton Capital Management
Colorado
$7.55M +$723K +6,855 +11%
WIC
375
Wilkins Investment Counsel
Massachusetts
$7.52M +$232K +2,202 +3%
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