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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.

New
Increased
Maintained
Reduced
Closed
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
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
526
Hamel Associates
New Jersey
$4.21M -$11.5K -100 -0.3%
JAM
527
Jolley Asset Management
North Carolina
$4.2M -$8.71K -76 -0.2%
SWP
528
Stratos Wealth Partners
Ohio
$4.18M -$327K -2,848 -7%
OC
529
Oppenheimer & Co
New York
$4.18M -$39.9K -348 -0.9%
MAM
530
Meeder Asset Management
Ohio
$4.18M -$547K -4,771 -12%
B
531
BancorpSouth
Mississippi
$4.15M +$461K +4,022 +12%
MPIA
532
Mountain Pacific Investment Advisers
Idaho
$4.13M -$22.9K -200 -0.6%
AIL
533
AGF Investments LLC
Ontario, Canada
$4.11M +$4.11M +35,835 New
ED
534
Exane Derivatives
France
$4.1M +$3.74M +32,628 +1,051%
TCM
535
Twin Capital Management
Pennsylvania
$4.09M -$405K -3,530 -9%
MLL
536
Moody Lynn & Lieberson
Massachusetts
$4.09M +$59.5K +519 +1%
SIG
537
Sky Investment Group
Connecticut
$4.07M -$32.1K -280 -0.8%
IA
538
IFP Advisors
Florida
$4.01M -$156K -1,360 -4%
SWM
539
SVA Wealth Management
Wisconsin
$3.99M +$265K +2,314 +7%
FWCM
540
First Western Capital Management
California
$3.99M -$144K -1,257 -3%
ACM
541
Argyle Capital Management
Pennsylvania
$3.97M -$84.8K -740 -2%
CT
542
Chicago Trust
Illinois
$3.96M – – –
PCMI
543
Princeton Capital Management Inc
New Jersey
$3.96M -$47.7K -416 -1%
WC
544
Woodstock Corp
Massachusetts
$3.96M -$81.4K -710 -2%
NIPH
545
NN Investment Partners Holdings
Netherlands
$3.91M +$217K +1,892 +6%
TCM
546
Tran Capital Management
California
$3.9M -$126M -1,096,502 -97%
Daiwa Securities Group
547
Daiwa Securities Group
Japan
$3.89M -$147K -1,283 -4%
GJIC
548
Gamble Jones Investment Counsel
California
$3.88M +$9.17K +80 +0.2%
ECM
549
Evergreen Capital Management
Washington
$3.87M -$146K -1,275 -4%
ECAM
550
East Coast Asset Management
Massachusetts
$3.87M -$80.6K -703 -2%
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