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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 %
LPU
551
Lansdowne Partners (UK)
United Kingdom
$3.04M – – –
MC
552
Marcus Capital
Illinois
$3.02M +$19.4K +175 +0.6%
PC
553
Palo Capital
California
$3.02M -$1.22K -11 -0%
SFS
554
Sowell Financial Services
Arkansas
$3.01M +$200K +1,783 +7%
CA
555
Cornerstone Advisors
North Carolina
$3M – – –
PMG
556
ProVise Management Group
Florida
$2.98M +$189K +1,708 +7%
FMT
557
First Mercantile Trust
Tennessee
$2.98M -$114K -1,033 -4%
IHL
558
Investment House LLC
California
$2.97M -$377K -3,410 -11%
ECM
559
EagleClaw Capital Management
Massachusetts
$2.96M -$5.53K -50 -0.2%
CI
560
Cigna Investments
Connecticut
$2.95M -$204K -1,843 -6%
AssetMark Inc
561
AssetMark Inc
California
$2.95M -$45.8K -414 -2%
MC
562
Moors & Cabot
Massachusetts
$2.94M -$94.2K -852 -3%
PWS
563
Peloton Wealth Strategists
Indiana
$2.93M +$83K +751 +3%
VAM
564
Visionary Asset Management
Texas
$2.92M -$211K -1,911 -7%
SAM
565
Silvercrest Asset Management
New York
$2.92M +$142K +1,288 +5%
LIA
566
LS Investment Advisors
Michigan
$2.88M +$53.6K +485 +2%
GP
567
Girard Partners
Pennsylvania
$2.87M +$327K +2,958 +13%
CCM
568
CWH Capital Management
Washington
$2.86M +$57K +515 +2%
CFB
569
Cullen/Frost Bankers
Texas
$2.83M +$72K +651 +3%
SWM
570
Segment Wealth Management
Texas
$2.83M +$193K +1,744 +7%
CIC
571
Chilton Investment Company
Connecticut
$2.83M +$2.83M +25,583 New
MML Investors Services
572
MML Investors Services
Massachusetts
$2.82M -$96.5K -873 -3%
BW
573
Bison Wealth
Georgia
$2.8M -$5.42K -49 -0.2%
SW
574
SVB Wealth
Massachusetts
$2.8M +$83.4K +754 +3%
M
575
MOTCO
Texas
$2.78M +$162K +1,467 +6%
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