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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 %
WT
426
Whittier Trust
California
$6M -$28.6K -259 -0.5%
SFG
427
StrategIQ Financial Group
Indiana
$5.98M -$11.1K -100 -0.2%
FA
428
FDx Advisors
Illinois
$5.95M -$390K -3,522 -6%
WJA
429
Williams Jones & Associates
New York
$5.86M -$34.6K -313 -0.6%
AL
430
Airain Ltd
Guernsey
$5.84M +$5.05M +45,674 +644%
Canada Pension Plan Investment Board
431
Canada Pension Plan Investment Board
Ontario, Canada
$5.83M -$10.2M -92,188 -64%
Caisse de Depot et Placement du Quebec (CDPQ)
432
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.73M -$18.5M -167,300 -76%
UBWV
433
United Bank (West Virginia)
West Virginia
$5.66M +$370K +3,342 +7%
COPPSERS
434
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.66M +$4.98K +45 +0.1%
Mirae Asset Global Investments
435
Mirae Asset Global Investments
South Korea
$5.55M +$471K +4,259 +9%
QI
436
QS Investors
New York
$5.55M +$1.04M +9,443 +23%
SCM
437
Sandler Capital Management
New York
$5.53M +$5.53M +50,000 New
PC
438
Precocity Capital
Connecticut
$5.53M +$5.53M +50,000 New
FWIA
439
Fort Washington Investment Advisors
Ohio
$5.41M -$165K -1,495 -3%
EFIC
440
Eliot Finkel Investment Counsel
California
$5.38M -$53.1K -480 -1%
MCM
441
Murphy Capital Management
New Jersey
$5.33M -$240K -2,166 -4%
FCI
442
Financial Counselors Inc
Kansas
$5.29M -$106K -961 -2%
APP
443
Avantax Planning Partners
Iowa
$5.29M +$138K +1,246 +3%
DY
444
Dowling & Yahnke
California
$5.25M -$119K -1,075 -2%
JG
445
Jefferies Group
New York
$5.24M +$3.26M +29,465 +164%
Luther King Capital Management (LKCM)
446
Luther King Capital Management (LKCM)
Texas
$5.16M -$119K -1,072 -2%
SWP
447
Stratos Wealth Partners
Ohio
$5.1M +$430K +3,887 +9%
EA
448
Edge Advisors
Georgia
$5.08M +$164K +1,482 +3%
LDB
449
Lee, Danner & Bass
Tennessee
$5.04M -$451K -4,080 -8%
NSIM
450
North Star Investment Management
Illinois
$5.02M +$243K +2,194 +5%
16 17
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