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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 %
V
551
Veritable
Delaware
$3.86M -$378K -3,295 -9%
RC
552
RegentAtlantic Capital
New Jersey
$3.81M -$57.7K -503 -1%
TCM
553
Tufton Capital Management
Maryland
$3.81M -$146K -1,276 -4%
SGAM
554
Steinberg Global Asset Management
Florida
$3.8M +$13.3K +116 +0.4%
BCCM
555
Bridge Creek Capital Management
Massachusetts
$3.8M -$28.7K -250 -0.7%
BPB
556
Badgley, Phelps & Bell
Washington
$3.79M -$22.9K -200 -0.6%
AI
557
Atria Investments
North Carolina
$3.78M +$2.22M +19,390 +143%
III
558
Independent Investors Inc
New York
$3.72M -$115K -1,000 -3%
BCM
559
Barometer Capital Management
Ontario, Canada
$3.71M +$3.71M +32,400 New
AMI
560
Amica Mutual Insurance
Rhode Island
$3.61M – – –
IMOV
561
Investment Management of Virginia
Virginia
$3.6M -$27.5K -240 -0.8%
IHL
562
Investment House LLC
California
$3.59M – – –
FG
563
Fiduciary Group
Georgia
$3.53M +$33.7K +294 +1%
UFF
564
USA Financial Formulas
Michigan
$3.53M +$2.68M +23,392 +317%
BA
565
Bristlecone Advisors
Washington
$3.51M +$14.4K +126 +0.4%
DWA
566
Douglass Winthrop Advisors
New York
$3.49M -$15.7K -137 -0.4%
MCM
567
MAI Capital Management
Ohio
$3.48M -$72.2K -630 -2%
IIC
568
Ironwood Investment Counsel
Arizona
$3.46M +$162K +1,415 +5%
UR
569
USCA RIA
Texas
$3.46M +$2M +17,455 +138%
AA
570
Ancora Advisors
Ohio
$3.44M +$800K +6,981 +30%
Cetera Investment Advisers
571
Cetera Investment Advisers
Illinois
$3.43M +$344 +3 +0%
FC
572
FIC Capital
New York
$3.42M -$194K -1,695 -5%
KIC
573
Keating Investment Counselors
Florida
$3.41M -$2.87K -25 -0.1%
BC
574
Bartlett & Co
Ohio
$3.38M +$57.3K +500 +2%
FMT
575
First Mercantile Trust
Tennessee
$3.37M -$1.07M -9,362 -24%
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