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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.65B
2
Lazard Asset Management
Lazard Asset Management
New York
+$518M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$248M
2
AAMU
Amundi Asset Management US
Massachusetts
-$178M
3
APG Asset Management
APG Asset Management
Netherlands
-$154M
4
PPA
Parametric Portfolio Associates
Washington
-$149M
5
Norges Bank
Norges Bank
Norway
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
576
LS Investment Advisors
Michigan
$2.74M -$102K -949 -4%
BW
577
Bison Wealth
Georgia
$2.73M -$158K -1,471 -5%
CCM
578
CWH Capital Management
Washington
$2.72M -$65.5K -610 -2%
PMG
579
ProVise Management Group
Florida
$2.71M +$56K +522 +2%
SAM
580
Silvercrest Asset Management
New York
$2.69M -$1.5M -13,969 -36%
MME
581
Meag Munich Ergo
Germany
$2.69M +$2.01M +18,917 +296%
HSA
582
Hussman Strategic Advisors
Maryland
$2.68M +$2.68M +25,000 New
OMCS
583
Old Mutual Customised Solutions
South Africa
$2.68M +$568K +5,290 +27%
CFB
584
Cullen/Frost Bankers
Texas
$2.68M +$89.5K +834 +3%
Capital Fund Management (CFM)
585
Capital Fund Management (CFM)
France
$2.65M +$2.65M +24,704 New
SW
586
SVB Wealth
Massachusetts
$2.64M -$6.97K -65 -0.3%
BLAM
587
Bourne Lent Asset Management
New York
$2.63M -$16.1K -150 -0.6%
SFS
588
Sowell Financial Services
Arkansas
$2.63M +$458K +4,373 +21%
FP
589
FDO Partners
Massachusetts
$2.61M +$2.61M +24,328 New
MSAM
590
Moloney Securities Asset Management
Missouri
$2.59M -$102K -953 -4%
BAM
591
Boyar Asset Management
New York
$2.59M +$750K +6,986 +41%
AIM
592
Anchor Investment Management
South Carolina
$2.57M +$8.05K +75 +0.3%
SWM
593
Segment Wealth Management
Texas
$2.56M +$109K +1,015 +4%
M
594
MOTCO
Texas
$2.54M +$74.7K +696 +3%
PCM
595
Palouse Capital Management
Washington
$2.52M +$462K +4,309 +22%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$2.51M -$31.9K -297 -1%
PRS
597
Pinkerton Retirement Specialists
Idaho
$2.51M -$3.86K -36 -0.2%
FA
598
Fortis Advisors
Pennsylvania
$2.5M +$257K +2,399 +11%
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.48M -$241K -2,243 -9%
GP
600
Girard Partners
Pennsylvania
$2.47M +$1.14M +10,642 +86%
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