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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
+$271M
2
Lazard Asset Management
Lazard Asset Management
New York
+$259M
3
Parnassus Investments
Parnassus Investments
California
+$188M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$160M
5
PPA
Parametric Portfolio Associates
Washington
+$151M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$235M
2
Ameriprise
Ameriprise
Minnesota
-$180M
3
Bank of America
Bank of America
North Carolina
-$167M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$101M
5
Two Sigma Investments
Two Sigma Investments
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
401
Berkshire Hathaway
Nebraska
$6.57M – – –
ABC
402
Associated Banc-Corp
Wisconsin
$6.56M -$1.15M -10,364 -15%
GI
403
Gradient Investments
Minnesota
$6.51M +$218K +1,974 +3%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$6.47M +$1.3M +11,724 +25%
ProShare Advisors
405
ProShare Advisors
Maryland
$6.45M -$298K -2,696 -4%
LRPA
406
L. Roy Papp & Associates
Arizona
$6.43M -$90.4K -817 -1%
IIM
407
Intact Investment Management
Quebec, Canada
$6.4M -$2.63M -23,800 -29%
SI
408
Stephens Inc
Arkansas
$6.36M +$476K +4,300 +8%
AI
409
Atria Investments
North Carolina
$6.35M +$183K +1,653 +3%
EWA
410
EP Wealth Advisors
California
$6.33M -$88.5K -800 -1%
CS
411
Candriam SCA
Luxembourg
$6.23M +$397K +3,588 +7%
CCM
412
Covington Capital Management
California
$6.14M -$1.27M -11,442 -17%
BMC
413
Benin Management Corp
Connecticut
$6.11M +$1.81M +16,400 +42%
BCM
414
Brookstone Capital Management
Illinois
$6.1M +$502K +4,541 +9%
B
415
BP
United Kingdom
$6.08M – – –
GWI
416
Grace & White Inc
New York
$6.08M – – –
CA
417
Commerzbank Aktiengesellschaft
Germany
$6.08M -$2M -18,097 -25%
IP
418
Isthmus Partners
Wisconsin
$6.08M +$6.08M +54,971 New
SMDAM
419
Sumitomo Mitsui DS Asset Management
Japan
$6.07M -$248K -2,242 -4%
B
420
Bailard
California
$6.07M +$193K +1,748 +3%
SCA
421
Salient Capital Advisors
Texas
$6.05M +$183K +1,657 +3%
GIP
422
Greatmark Investment Partners
Georgia
$6.03M +$28.1K +254 +0.5%
HL
423
HeadInvest LLC
Maine
$6.02M -$94K -850 -2%
SIM
424
Sentry Investment Management
Wisconsin
$6.02M -$3.21K -29 -0.1%
CNB
425
Camden National Bank
Maine
$6.01M +$467K +4,226 +8%
15 16
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