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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 %
SBH
376
Segall Bryant & Hamill
Illinois
$7.56M +$10.2K +92 +0.1%
ESCM
377
Echo Street Capital Management
New York
$7.52M +$52.8K +477 +0.7%
CA
378
CapWealth Advisors
Tennessee
$7.52M +$161K +1,459 +2%
HAI
379
Hennessy Advisors Inc
California
$7.45M -$343K -3,100 -4%
OCM
380
Olstein Capital Management
New York
$7.41M – – –
MC
381
Martin Currie
United Kingdom
$7.27M -$5.23M -47,250 -42%
AW
382
ACG Wealth
Georgia
$7.23M +$1.24M +11,249 +21%
GAM
383
Gotham Asset Management
New York
$7.17M +$7.17M +64,843 New
NCM
384
Noesis Capital Mangement
Florida
$7.14M -$1.11K -10 -0%
SIA
385
SeaBridge Investment Advisors
New Jersey
$7.12M +$284K +2,570 +4%
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$7.06M -$651K -5,900 -8%
PFM
387
Parsec Financial Management
North Carolina
$7M +$84.9K +768 +1%
VW
388
Vantage Wealth
California
$6.97M -$91.8K -830 -1%
DWT
389
Dorsey & Whitney Trust
South Dakota
$6.94M -$70.5K -638 -1%
SGCA
390
Steel Grove Capital Advisors
Tennessee
$6.86M -$281K -2,545 -4%
WB
391
WesBanco Bank
West Virginia
$6.85M +$589K +5,325 +9%
BCP
392
Blue Chip Partners
Michigan
$6.84M +$503K +4,550 +8%
KCM
393
Kornitzer Capital Management
Kansas
$6.83M +$500K +4,520 +8%
PSC
394
Prentiss Smith & Co
Vermont
$6.77M -$130K -1,175 -2%
FIM
395
Foresters Investment Management
New York
$6.77M +$873K +7,897 +15%
Nomura Holdings
396
Nomura Holdings
Japan
$6.74M +$5.75M +52,040 +584%
NRS
397
Neville Rodie & Shaw
New York
$6.7M -$39.5K -357 -0.6%
BII
398
Bainco International Investors
Massachusetts
$6.69M +$111K +1,005 +2%
UIM
399
USS Investment Management
United Kingdom
$6.64M +$1.17M +10,600 +21%
AF
400
Ally Financial
Michigan
$6.64M +$2.76M +25,000 +71%
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