UPS icon

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 %
SFS
526
Sowell Financial Services
Arkansas
$3.45M +$295K +2,514 +9%
SWM
527
SVA Wealth Management
Wisconsin
$3.44M -$148K -1,229 -4%
AWP
528
Ascent Wealth Partners
New York
$3.43M +$79.3K +660 +2%
MAM
529
Martingale Asset Management
Massachusetts
$3.42M – – –
RP
530
Rowlandmiller & Partners
Georgia
$3.42M -$43K -358 -1%
ECAM
531
East Coast Asset Management
Massachusetts
$3.38M -$40.7K -339 -1%
FMT
532
First Mercantile Trust
Tennessee
$3.38M +$143K +1,189 +4%
HCM
533
Horrell Capital Management
Arkansas
$3.37M +$15.5K +129 +0.5%
PC
534
Palo Capital
California
$3.37M +$86.1K +717 +3%
EB
535
Eastern Bank
Massachusetts
$3.36M -$32.5K -271 -1%
LMGAM
536
Liberty Mutual Group Asset Management
Massachusetts
$3.35M -$2.06M -17,136 -38%
MC
537
Moors & Cabot
Massachusetts
$3.33M +$141K +1,172 +4%
LPU
538
Lansdowne Partners (UK)
United Kingdom
$3.3M – – –
DWA
539
Douglass Winthrop Advisors
New York
$3.28M -$62.5K -520 -2%
SIA
540
Sit Investment Associates
Minnesota
$3.27M -$1.1M -9,165 -25%
UR
541
USCA RIA
Texas
$3.27M – – –
PMG
542
ProVise Management Group
Florida
$3.25M +$13.6K +113 +0.4%
DBT
543
Dubuque Bank & Trust
Iowa
$3.25M +$1.45M +12,073 +81%
IHL
544
Investment House LLC
California
$3.22M -$8.41K -70 -0.3%
CI
545
Cigna Investments
Connecticut
$3.17M -$27.5K -229 -0.9%
OMCS
546
Old Mutual Customised Solutions
South Africa
$3.15M +$144K +1,200 +5%
CC
547
Cipher Capital
New York
$3.13M -$885K -7,372 -22%
SW
548
SVB Wealth
Massachusetts
$3.1M +$54.6K +455 +2%
ECM
549
EagleClaw Capital Management
Massachusetts
$3.09M -$129K -1,075 -4%
AIM
550
Achmea Investment Management
Netherlands
$3.07M -$889K -7,410 -22%
20 21
22
23 24