UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
2
Lazard Asset Management
Lazard Asset Management
New York
+$259M
3
Parnassus Investments
Parnassus Investments
California
+$188M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$160M
5
PPA
Parametric Portfolio Associates
Washington
+$151M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$235M
2
Ameriprise
Ameriprise
Minnesota
-$180M
3
Bank of America
Bank of America
North Carolina
-$167M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$101M
5
Two Sigma Investments
Two Sigma Investments
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHA
526
Beech Hill Advisors
New York
$3.53M +$3.53M +31,900 New
AIS
527
Accurate Investment Solutions
Pennsylvania
$3.49M +$87.3K +789 +3%
KIC
528
Keating Investment Counselors
Florida
$3.47M -$16.6K -150 -0.5%
III
529
Independent Investors Inc
New York
$3.46M -$111K -1,000 -3%
AA
530
Ancora Advisors
Ohio
$3.45M +$58K +524 +2%
LFR
531
Lehman Financial Resources
Pennsylvania
$3.44M +$35.1K +320 +1%
MYAM
532
Meiji Yasuda Asset Management
Japan
$3.42M -$1.09M -9,850 -24%
BC
533
Bartlett & Co
Ohio
$3.4M +$89.6K +810 +3%
IMOV
534
Investment Management of Virginia
Virginia
$3.4M -$26.5K -240 -0.8%
Cetera Investment Advisers
535
Cetera Investment Advisers
Illinois
$3.36M +$36.9K +334 +1%
Schroder Investment Management Group
536
Schroder Investment Management Group
United Kingdom
$3.34M -$24.2M -220,117 -88%
SWM
537
SVA Wealth Management
Wisconsin
$3.31M -$245K -2,214 -7%
UR
538
USCA RIA
Texas
$3.27M -$1.85M -16,701 -36%
LFM
539
Lumina Fund Management
New York
$3.25M -$398K -3,600 -11%
BONST
540
Bank of Nova Scotia Trust
Ontario, Canada
$3.22M +$62.2K +562 +2%
RP
541
Rowlandmiller & Partners
Georgia
$3.19M +$65.3K +590 +2%
BRM
542
Boston Research & Management
Massachusetts
$3.17M +$5.53K +50 +0.2%
MAM
543
Martingale Asset Management
Massachusetts
$3.15M -$35.2M -318,585 -92%
ECAM
544
East Coast Asset Management
Massachusetts
$3.15M -$22.3K -202 -0.7%
EB
545
Eastern Bank
Massachusetts
$3.13M +$106K +961 +4%
VFA
546
Voya Financial Advisors
Connecticut
$3.11M +$258K +2,353 +9%
OI
547
Oakbrook Investments
Illinois
$3.09M +$3.09M +27,954 New
HCM
548
Horrell Capital Management
Arkansas
$3.09M +$75.3K +681 +2%
AWP
549
Ascent Wealth Partners
New York
$3.08M +$17.1K +155 +0.6%
DWA
550
Douglass Winthrop Advisors
New York
$3.08M +$87.4K +790 +3%
20 21
22
23 24