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United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$267M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$128M
4
Two Sigma Investments
Two Sigma Investments
New York
+$111M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$361M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
3
State Street
State Street
Massachusetts
-$84.3M
4
SI
Sentry Investments
Ontario, Canada
-$68.2M
5
American Century Companies
American Century Companies
Missouri
-$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
EP Wealth Advisors
California
$5.93M -$945K -7,869 -14%
AW
427
ACG Wealth
Georgia
$5.88M -$1.99M -16,548 -25%
EFIC
428
Eliot Finkel Investment Counsel
California
$5.82M -$22.8K -190 -0.4%
CCT
429
Chemung Canal Trust
New York
$5.78M +$5.21M +43,365 +909%
FCI
430
Financial Counselors Inc
Kansas
$5.77M +$26.9K +224 +0.5%
MCM
431
Murphy Capital Management
New Jersey
$5.75M -$36.1K -301 -0.6%
SPIA
432
Steward Partners Investment Advisory
New York
$5.74M +$4.92M +40,937 +599%
IIM
433
Intact Investment Management
Quebec, Canada
$5.7M -$1.25M -10,400 -18%
DY
434
Dowling & Yahnke
California
$5.69M -$17.3K -144 -0.3%
APP
435
Avantax Planning Partners
Iowa
$5.65M -$91.4K -761 -2%
FWIA
436
Fort Washington Investment Advisors
Ohio
$5.53M -$346K -2,885 -6%
NSIM
437
North Star Investment Management
Illinois
$5.47M +$24.6K +205 +0.5%
AIL
438
AGF Investments LLC
Ontario, Canada
$5.47M +$606K +5,047 +12%
MCM
439
MAI Capital Management
Ohio
$5.44M +$167K +1,392 +3%
SWP
440
Stratos Wealth Partners
Ohio
$5.42M -$114K -947 -2%
FBP
441
Flippin Bruce & Porter
Virginia
$5.38M -$54K -450 -1%
LDB
442
Lee, Danner & Bass
Tennessee
$5.3M -$168K -1,400 -3%
GT
443
Glenview Trust
Kentucky
$5.27M +$116K +965 +2%
UB
444
UMB Bank
Missouri
$5.24M -$139K -1,157 -3%
AI
445
Accredited Investors
Minnesota
$5.23M +$12.6K +105 +0.2%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$5.21M +$3.28M +27,290 +170%
LSERS
447
Louisiana State Employees Retirement System
Louisiana
$5.16M +$36K +300 +0.7%
WAS
448
WESPAC Advisors SoCal
California
$5.13M -$73.8K -615 -1%
RBA
449
Richard Bernstein Advisors
New York
$5.11M – – –
HAIM
450
Hunter Associates Investment Management
Pennsylvania
$5.1M – – –
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