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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 %
Berkshire Hathaway
426
Berkshire Hathaway
Nebraska
$6.4M – – –
JGC
427
J. Goldman & Co
New York
$6.39M +$6.39M +59,360 New
UIM
428
USS Investment Management
United Kingdom
$6.38M +$6.38M +59,200 New
DnB Asset Management
429
DnB Asset Management
Norway
$6.36M +$183K +1,700 +3%
KRS
430
Kentucky Retirement Systems
Kentucky
$6.33M -$506K -4,694 -7%
HL
431
HeadInvest LLC
Maine
$6.2M +$16.5K +153 +0.3%
HNB
432
Huntington National Bank
Ohio
$6.12M +$1.02M +9,454 +20%
TCM
433
Twin Capital Management
Pennsylvania
$6.11M +$2.19M +20,330 +56%
MCM
434
Murphy Capital Management
New Jersey
$6.09M -$135K -1,257 -2%
ERIM
435
Eagle Ridge Investment Management
Connecticut
$6.08M -$74.1K -688 -1%
LC
436
Lincoln Capital
Nebraska
$6.03M -$56.4K -524 -0.9%
PA
437
Pinnacle Associates
New York
$5.99M +$166K +1,544 +3%
LPU
438
Lansdowne Partners (UK)
United Kingdom
$5.99M +$1.02M +9,460 +21%
TG
439
TCW Group
California
$5.99M -$807K -7,488 -12%
COPPSERS
440
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.96M +$438K +4,066 +8%
GWI
441
Grace & White Inc
New York
$5.92M – – –
LDB
442
Lee, Danner & Bass
Tennessee
$5.82M -$17.1K -159 -0.3%
GIP
443
Greatmark Investment Partners
Georgia
$5.77M -$2.37K -22 -0%
WJA
444
Williams Jones & Associates
New York
$5.74M +$5.66M +52,531 +7,196%
SMDAM
445
Sumitomo Mitsui DS Asset Management
Japan
$5.74M +$65.6K +609 +1%
KCM
446
Kornitzer Capital Management
Kansas
$5.72M -$33.2K -308 -0.6%
GW
447
GW & Wade
Massachusetts
$5.69M +$591K +5,491 +12%
PFM
448
Parsec Financial Management
North Carolina
$5.68M -$70.9K -658 -1%
SIM
449
Sentry Investment Management
Wisconsin
$5.61M +$217K +2,013 +4%
FIM
450
Foresters Investment Management
New York
$5.6M – – –
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