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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 %
FBP
451
Flippin Bruce & Porter
Virginia
$5.01M +$2.02M +18,294 +68%
LMGAM
452
Liberty Mutual Group Asset Management
Massachusetts
$4.98M +$818K +7,393 +20%
UB
453
UMB Bank
Missouri
$4.95M +$555K +5,018 +13%
KRS
454
Kentucky Retirement Systems
Kentucky
$4.88M -$3.87K -35 -0.1%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$4.87M -$224K -2,029 -4%
MCM
456
MAI Capital Management
Ohio
$4.85M +$468K +4,236 +11%
AI
457
Accredited Investors
Minnesota
$4.81M +$664 +6 +0%
WAS
458
WESPAC Advisors SoCal
California
$4.79M +$4.79M +43,295 New
GT
459
Glenview Trust
Kentucky
$4.74M -$1.22K -11 -0%
SC
460
SouthState Corp
Florida
$4.74M +$269K +2,428 +6%
LSERS
461
Louisiana State Employees Retirement System
Louisiana
$4.72M +$33.2K +300 +0.7%
RBA
462
Richard Bernstein Advisors
New York
$4.7M -$906K -8,196 -16%
HAIM
463
Hunter Associates Investment Management
Pennsylvania
$4.7M +$58.1K +525 +1%
GIA
464
Granite Investment Advisors
New Hampshire
$4.69M -$318K -2,806 -6%
SCM
465
Shelton Capital Management
Colorado
$4.65M -$680K -6,150 -13%
CAM
466
Congress Asset Management
Massachusetts
$4.63M +$278K +2,516 +6%
BBI
467
Baxter Bros Inc
Connecticut
$4.61M -$14.3K -129 -0.3%
DA
468
Dillon & Associates
Michigan
$4.57M +$2.78K +25 +0.1%
DC
469
Davenport & Co
Virginia
$4.53M -$13.2K -119 -0.3%
EWA
470
Exencial Wealth Advisors
Oklahoma
$4.52M +$152K +1,373 +3%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$4.51M +$29.3K +265 +0.7%
CCI
472
Columbus Circle Investors
$4.51M -$303K -2,741 -6%
TAM
473
Tocqueville Asset Management
New York
$4.49M -$196K -1,772 -4%
AIL
474
AGF Investments LLC
Ontario, Canada
$4.48M +$233K +2,103 +5%
MA
475
Montag & Associates
Georgia
$4.47M -$189K -1,711 -4%
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