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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.

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
1
FineMark National Bank & Trust
Florida
$240M
2
PPA
2
Parametric Portfolio Associates
Washington
$295M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$149M
4
EIP
4
Epoch Investment Partners
New York
$314M
5
Asset Management One
5
Asset Management One
Japan
$138M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$629M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
TCM
3
Tran Capital Management
California
$3.9M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$396M 3,454,510 -144,722 -4%
Morgan Stanley
27
Morgan Stanley
New York
$358M 3,126,209 +249,257 +9%
Charles Schwab
28
Charles Schwab
California
$342M 2,987,162 +63,286 +2%
EIP
29
Epoch Investment Partners
New York
$314M 2,741,179 +1,284,262 +88%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$309M 2,692,216 -25,383 -0.9%
PPA
31
Parametric Portfolio Associates
Washington
$295M 2,573,773 +1,403,241 +120%
UBS Group
32
UBS Group
Switzerland
$292M 2,547,469 -33,895 -1%
MCM
33
Manchester Capital Management
Vermont
$289M 2,517,066 -65,324 -3%
BIM
34
BlackRock Investment Management
Delaware
$286M 2,492,683 -19,011 -0.8%
Boston Partners
35
Boston Partners
Massachusetts
$285M 2,484,365 +106,216 +4%
BA
36
BlackRock Advisors
Delaware
$281M 2,449,265 -256,249 -9%
O
37
OppenheimerFunds
New York
$280M 2,441,085 -615,192 -20%
AAMU
38
Amundi Asset Management US
Massachusetts
$276M 2,411,339 -103,974 -4%
Fidelity International
39
Fidelity International
Bermuda
$269M 2,345,128 -99,503 -4%
JHIU
40
Janus Henderson Investors US
Colorado
$264M 2,306,277 +206,502 +10%
Swiss National Bank
41
Swiss National Bank
Switzerland
$259M 2,259,577 +20,900 +0.9%
American Century Companies
42
American Century Companies
Missouri
$253M 2,207,155 +448,411 +25%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$251M 2,185,225 -483,918 -18%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$241M 2,099,203 -315,271 -13%
FNBT
45
FineMark National Bank & Trust
Florida
$240M 2,092,508 +1,996,338 +2,076%
SI
46
Sentry Investments
Ontario, Canada
$239M 2,084,779 -132,800 -6%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$229M 1,998,687 -24,850 -1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$220M 1,920,380 -34,970 -2%
UBS AM
49
UBS AM
Illinois
$213M 1,856,019 -54,537 -3%
APG Asset Management
50
APG Asset Management
Netherlands
$209M 1,919,148 +203,900 +12%
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