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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 %
BC
501
Bartlett & Co
Ohio
$3.98M +$288K +2,395 +8%
GJIC
502
Gamble Jones Investment Counsel
California
$3.97M +$1.8K +15 +0%
BPB
503
Badgley, Phelps & Bell
Washington
$3.96M -$30K -250 -0.8%
V
504
Veritable
Delaware
$3.96M +$99.3K +827 +3%
LFR
505
Lehman Financial Resources
Pennsylvania
$3.91M +$145K +1,208 +4%
BF
506
BOK Financial
Oklahoma
$3.9M -$87.9K -732 -2%
OC
507
Oppenheimer & Co
New York
$3.89M -$565K -4,706 -13%
BHA
508
Beech Hill Advisors
New York
$3.82M -$12K -100 -0.3%
AIS
509
Accurate Investment Solutions
Pennsylvania
$3.82M +$34.2K +285 +0.9%
AA
510
Ancora Advisors
Ohio
$3.81M +$59.1K +492 +2%
KIC
511
Keating Investment Counselors
Florida
$3.77M – – –
III
512
Independent Investors Inc
New York
$3.75M -$12K -100 -0.3%
PA
513
Pinnacle Associates
New York
$3.73M -$916K -7,628 -20%
BONST
514
Bank of Nova Scotia Trust
Ontario, Canada
$3.71M +$212K +1,768 +6%
IMOV
515
Investment Management of Virginia
Virginia
$3.69M -$1.2K -10 -0%
Cetera Investment Advisers
516
Cetera Investment Advisers
Illinois
$3.68M +$21.9K +182 +0.6%
BA
517
Bristlecone Advisors
Washington
$3.66M +$811K +6,750 +28%
OI
518
Oakbrook Investments
Illinois
$3.65M +$288K +2,400 +9%
VFA
519
Voya Financial Advisors
Connecticut
$3.58M +$188K +1,575 +6%
Bessemer Group
520
Bessemer Group
New Jersey
$3.57M -$5.31M -44,193 -60%
GH
521
GAM Holding
Switzerland
$3.55M -$11.3M -94,221 -76%
VFA
522
Virtus Fund Advisers
Connecticut
$3.55M -$432K -3,594 -11%
CA
523
Cornerstone Advisors
North Carolina
$3.5M +$240K +2,000 +7%
BRM
524
Boston Research & Management
Massachusetts
$3.49M +$45K +375 +1%
MYAM
525
Meiji Yasuda Asset Management
Japan
$3.49M -$226K -1,885 -6%
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