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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$269M
2
AllianceBernstein
AllianceBernstein
Tennessee
$291M
3
JHIU
Janus Henderson Investors US
Colorado
$230M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.76B
5
BFA
BlackRock Fund Advisors
California
$1.21B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.3M
2
Morgan Stanley
Morgan Stanley
New York
$260M
3
Prudential Financial
Prudential Financial
New Jersey
$107M
4
Capital Research Global Investors
Capital Research Global Investors
California
$49.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
476
Gradient Investments
Minnesota
$4.66M +$383K +3,555 +9%
VC
477
Vestor Capital
Illinois
$4.63M +$51.2K +475 +1%
GC
478
Gratus Capital
Georgia
$4.58M +$4.58M +42,520 New
DA
479
Dillon & Associates
Michigan
$4.58M +$93.4K +865 +2%
HAIM
480
Hunter Associates Investment Management
Pennsylvania
$4.52M – – –
FCI
481
Financial Counselors Inc
Kansas
$4.52M -$303K -2,811 -6%
LPL Financial
482
LPL Financial
California
$4.51M -$11.9M -110,699 -73%
CCA
483
Catalyst Capital Advisors
New York
$4.44M -$705K -6,544 -14%
MAA
484
Matrix Asset Advisors
New York
$4.43M +$125K +1,161 +3%
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$4.4M +$37.7K +350 +0.9%
OC
486
Oppenheimer & Co
New York
$4.4M +$221K +2,052 +5%
DC
487
Davenport & Co
Virginia
$4.39M +$64.8K +602 +2%
AC
488
Addenda Capital
Quebec, Canada
$4.38M +$528K +5,139 +14%
NSIM
489
North Star Investment Management
Illinois
$4.31M +$197K +1,828 +5%
PSUF
490
People's United Financial
Connecticut
$4.25M -$746K -6,930 -15%
MHC
491
Meyer Handelman Company
New York
$4.23M – – –
SHGA
492
Sand Hill Global Advisors
California
$4.23M -$25.2K -234 -0.6%
Daiwa Securities Group
493
Daiwa Securities Group
Japan
$4.19M +$2.26M +20,950 +117%
MERSOM
494
Municipal Employees' Retirement System of Michigan
Michigan
$4.18M +$1.48M +13,740 +55%
EWA
495
Exencial Wealth Advisors
Oklahoma
$4.18M +$86.6K +804 +2%
BMC
496
Benin Management Corp
Connecticut
$4.15M +$7.86K +73 +0.2%
WG
497
Winton Group
United Kingdom
$4.12M +$2.14M +19,872 +108%
MWAC
498
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.11M +$238K +2,208 +6%
SCA
499
Salient Capital Advisors
Texas
$4.06M +$443K +4,109 +12%
FWCM
500
First Western Capital Management
California
$4.04M -$61.8K -574 -2%
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