UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
AllianceBernstein
Tennessee
$291M
3
JHIU
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.76B
5
BFA
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
Morgan Stanley
New York
$260M
3
Prudential Financial
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
351
Tokio Marine Asset Management
Japan
$9.19M +$216K +2,005 +2%
ERSOT
352
Employees Retirement System of Texas
Texas
$9.04M -$215K -2,000 -2%
CGI
353
CI Global Investments
California
$8.97M -$862K -8,000 -9%
CCM
354
Century Capital Management
Massachusetts
$8.96M – – –
EWM
355
Evercore Wealth Management
New York
$8.89M -$320K -2,973 -3%
MME
356
Meag Munich Ergo
Germany
$8.89M +$8.27M +76,986 +1,351%
KIA
357
KCM Investment Advisors
California
$8.87M -$145K -1,347 -2%
ELC
358
Edgar Lomax Company
Virginia
$8.78M +$461K +4,277 +6%
HI
359
Hendershot Investments
Virginia
$8.76M +$252K +2,337 +3%
ACS
360
Archford Capital Strategies
Illinois
$8.69M +$6.57K +61 +0.1%
ISB
361
Iowa State Bank
Iowa
$8.69M +$35.2K +327 +0.4%
MOACM
362
Mutual of America Capital Management
New York
$8.67M +$68.1K +632 +0.8%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$8.66M +$366K +3,400 +4%
CWP
364
Capital Wealth Planning
Florida
$8.58M +$632K +5,830 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
365
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.55M -$20.9M -193,600 -71%
BFG
366
Beacon Financial Group
Texas
$8.45M +$38.1K +358 +0.5%
GC
367
Grimes & Company
Massachusetts
$8.39M +$1.34M +12,472 +19%
WT
368
Washington Trust
Rhode Island
$8.35M +$45.2K +420 +0.5%
CBOA
369
Commonwealth Bank of Australia
Australia
$8.32M -$146K -1,351 -2%
CIM
370
Corbyn Investment Management
Maryland
$8.22M -$51.2K -475 -0.6%
RIL
371
Rothschild Investment LLC
Illinois
$8.21M -$145K -1,346 -2%
CAM
372
Capstone Asset Management
Texas
$8.21M +$309K +2,872 +4%
LIC
373
Lodestar Investment Counsel
Illinois
$8.08M +$199K +1,851 +3%
MA
374
Montag & Associates
Georgia
$8.05M +$245K +2,270 +3%
FNBOO
375
First National Bank of Omaha
Nebraska
$8.02M +$4.44M +41,260 +124%
13 14
15
16 17