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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
426
Edge Advisors
Georgia
$6.48M +$6.48M +56,490 New
GCM
427
Grisanti Capital Management
New York
$6.45M -$4.28M -37,370 -40%
VFA
428
Virtus Fund Advisers
Connecticut
$6.44M -$460K -4,010 -7%
OCM
429
Olstein Capital Management
New York
$6.42M -$459K -4,000 -7%
LPU
430
Lansdowne Partners (UK)
United Kingdom
$6.37M – – –
B
431
Bailard
California
$6.36M -$270K -2,356 -4%
BCP
432
Blue Chip Partners
Michigan
$6.34M +$467K +4,075 +8%
HL
433
HeadInvest LLC
Maine
$6.34M -$21.2K -185 -0.3%
GWI
434
Grace & White Inc
New York
$6.3M – – –
PFM
435
Parsec Financial Management
North Carolina
$6.29M +$26.9K +235 +0.4%
MA
436
Montag & Associates
Georgia
$6.29M -$118K -1,030 -2%
SCM
437
Shelton Capital Management
Colorado
$6.24M -$567K -4,944 -8%
SIM
438
Sentry Investment Management
Wisconsin
$6.22M -$4.13K -36 -0.1%
WJA
439
Williams Jones & Associates
New York
$6.16M -$56.7K -495 -0.9%
GW
440
GW & Wade
Massachusetts
$6.16M -$55.5K -484 -0.9%
MCM
441
Murphy Capital Management
New Jersey
$6.14M -$135K -1,182 -2%
MAA
442
Matrix Asset Advisors
New York
$6.11M +$405K +3,531 +7%
GIP
443
Greatmark Investment Partners
Georgia
$6.03M -$184K -1,608 -3%
FIM
444
Foresters Investment Management
New York
$6.02M -$696K -6,000 -10%
FWIA
445
Fort Washington Investment Advisors
Ohio
$6M -$91.7K -800 -2%
SMDAM
446
Sumitomo Mitsui DS Asset Management
Japan
$5.95M -$194K -1,694 -3%
LDB
447
Lee, Danner & Bass
Tennessee
$5.92M -$201K -1,749 -3%
KCM
448
Kornitzer Capital Management
Kansas
$5.89M -$63.1K -550 -1%
LMGAM
449
Liberty Mutual Group Asset Management
Massachusetts
$5.86M +$455K +3,973 +8%
RBA
450
Richard Bernstein Advisors
New York
$5.82M – – –
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