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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 %
EWM
351
Evercore Wealth Management
New York
$8.49M -$285K -2,652 -3%
BFG
352
Beacon Financial Group
Texas
$8.49M +$100K +942 +1%
WT
353
Washington Trust
Rhode Island
$8.49M +$3.01K +28 +0%
Bessemer Group
354
Bessemer Group
New Jersey
$8.48M +$1.04M +9,651 +14%
ERSOT
355
Employees Retirement System of Texas
Texas
$8.48M – – –
SAM
356
Strategy Asset Managers
California
$8.45M -$656K -6,117 -7%
CCMD
357
Cypress Capital Management (Delaware)
Delaware
$8.33M +$1.02M +9,535 +14%
DADC
358
D.A. Davidson & Co
Montana
$8.3M -$7.49M -69,763 -47%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$8.29M -$805K -7,500 -9%
WAM
360
World Asset Management
Michigan
$8.27M +$1.32M +12,326 +19%
DnB Asset Management
361
DnB Asset Management
Norway
$8.26M +$858K +8,000 +12%
CAM
362
Capstone Asset Management
Texas
$8.2M -$351K -3,275 -4%
ACM
363
Advent Capital Management
New York
$8.2M +$8.2M +76,380 New
OC
364
Oppenheimer & Co
New York
$8.17M +$4.25M +39,655 +109%
CIM
365
Corbyn Investment Management
Maryland
$8.1M -$37.6K -350 -0.5%
ERIM
366
Eagle Ridge Investment Management
Connecticut
$8.09M +$217K +2,023 +3%
FNBOO
367
First National Bank of Omaha
Nebraska
$8.08M +$118K +1,097 +1%
GC
368
Grimes & Company
Massachusetts
$7.95M -$55.9K -521 -0.7%
LIC
369
Lodestar Investment Counsel
Illinois
$7.87M -$97.2K -906 -1%
SPC
370
Stewart & Patten Company
California
$7.86M +$168K +1,570 +2%
CA
371
Commerzbank Aktiengesellschaft
Germany
$7.84M +$2.74M +25,499 +54%
Federated Hermes
372
Federated Hermes
Pennsylvania
$7.74M +$2.57M +23,976 +50%
CWM
373
CIBC World Markets
New York
$7.73M +$2.65M +24,741 +52%
WIC
374
Wilkins Investment Counsel
Massachusetts
$7.69M -$29.5K -275 -0.4%
OPERF
375
Oregon Public Employees Retirement Fund
Oregon
$7.68M – – –
13 14
15
16 17