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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 %
MA
451
Montag & Associates
Georgia
$5.09M +$235K +1,961 +5%
CAM
452
Congress Asset Management
Massachusetts
$5.09M +$61.1K +509 +1%
KRS
453
Kentucky Retirement Systems
Kentucky
$5.08M -$224K -1,862 -4%
EWA
454
Exencial Wealth Advisors
Oklahoma
$5.01M +$108K +898 +2%
BBI
455
Baxter Bros Inc
Connecticut
$4.96M -$41.9K -349 -0.8%
DA
456
Dillon & Associates
Michigan
$4.93M -$3K -25 -0.1%
SCM
457
Shelton Capital Management
Colorado
$4.92M -$132K -1,100 -3%
Nordea Investment Management
458
Nordea Investment Management
Sweden
$4.92M +$88.4K +736 +2%
BCM
459
Brookmont Capital Management
Texas
$4.92M -$4.46M -37,149 -48%
CCI
460
Columbus Circle Investors
$4.9M – – –
LW
461
Linscomb Wealth
Texas
$4.86M +$283K +2,357 +6%
NSAM
462
North Star Asset Management
Wisconsin
$4.86M +$291K +2,425 +6%
PDN
463
Pensionfund DSM Netherlands
Netherlands
$4.85M – – –
DC
464
Davenport & Co
Virginia
$4.84M -$78.9K -657 -2%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$4.81M -$474K -3,943 -9%
Point72 Asset Management
466
Point72 Asset Management
Connecticut
$4.8M -$25.4M -211,808 -84%
PGFC
467
Peapack-Gladstone Financial Corp
New Jersey
$4.8M -$8.89K -74 -0.2%
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$4.8M -$105K -872 -2%
IA
469
IFP Advisors
Florida
$4.78M -$25.9K -216 -0.5%
GIA
470
Granite Investment Advisors
New Hampshire
$4.74M -$234K -1,947 -5%
TAM
471
Tocqueville Asset Management
New York
$4.73M -$151K -1,258 -3%
ICOA
472
Investment Centers of America
North Dakota
$4.69M +$313K +2,604 +7%
B
473
BancorpSouth
Mississippi
$4.67M +$29.3K +244 +0.6%
RJT
474
Raymond James Trust
Florida
$4.67M +$487K +4,051 +12%
GC
475
Gratus Capital
Georgia
$4.66M -$196K -1,631 -4%
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