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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
BlackRock
New York
$4.83B
2
Lazard Asset Management
Lazard Asset Management
New York
$519M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.61B
4
Two Sigma Advisers
Two Sigma Advisers
New York
$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.15B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$341M
2
AAMU
Amundi Asset Management US
Massachusetts
$80.5M
3
APG Asset Management
APG Asset Management
Netherlands
$51.6M
4
PPA
Parametric Portfolio Associates
Washington
$127M
5
Norges Bank
Norges Bank
Norway
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
376
Cutler Investment Counsel
Oregon
$7.68M +$862K +8,032 +13%
ACA
377
Anchor Capital Advisors
Massachusetts
$7.67M +$357K +3,324 +5%
JC
378
Jacobs & Co
California
$7.57M +$254K +2,368 +3%
HAI
379
Hennessy Advisors Inc
California
$7.57M +$5.13M +47,800 +211%
HNB
380
Huntington National Bank
Ohio
$7.56M +$652K +6,076 +9%
RIL
381
Rothschild Investment LLC
Illinois
$7.56M +$126K +1,175 +2%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$7.5M -$429K -4,000 -5%
CCMG
383
Clark Capital Management Group
Pennsylvania
$7.49M -$11.8M -109,668 -61%
ABC
384
Associated Banc-Corp
Wisconsin
$7.47M -$427K -3,982 -5%
SAM
385
Securian Asset Management
Minnesota
$7.46M +$12.9K +120 +0.2%
SG Americas Securities
386
SG Americas Securities
New York
$7.43M -$6.97M -64,936 -48%
SBH
387
Segall Bryant & Hamill
Illinois
$7.32M -$5.9K -55 -0.1%
ESCM
388
Echo Street Capital Management
New York
$7.25M +$7.25M +67,554 New
PWM
389
Patriot Wealth Management
Texas
$7.23M +$214K +1,997 +3%
OCM
390
Olstein Capital Management
New York
$7.19M +$1.18M +11,000 +20%
CCM
391
Covington Capital Management
California
$7.19M -$883K -8,231 -11%
CA
392
CapWealth Advisors
Tennessee
$7.14M +$72.2K +673 +1%
NCM
393
Noesis Capital Mangement
Florida
$6.93M -$41.7K -389 -0.6%
SGCA
394
Steel Grove Capital Advisors
Tennessee
$6.93M +$5.74M +53,514 +485%
MAA
395
Matrix Asset Advisors
New York
$6.89M +$1.16M +10,842 +20%
VW
396
Vantage Wealth
California
$6.86M -$257K -2,395 -4%
DWT
397
Dorsey & Whitney Trust
South Dakota
$6.8M +$54.1K +504 +0.8%
PFM
398
Parsec Financial Management
North Carolina
$6.71M +$821K +7,651 +14%
PSC
399
Prentiss Smith & Co
Vermont
$6.69M +$6.63M +61,797 +10,636%
SIA
400
SeaBridge Investment Advisors
New Jersey
$6.63M -$178K -1,661 -3%
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