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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 %
TA
601
Tiedemann Advisors
New York
$2.4M +$137K +1,236 +6%
NIPH
602
NN Investment Partners Holdings
Netherlands
$2.37M -$1.11M -10,001 -32%
CPA
603
Cowen Prime Advisors
New York
$2.36M – – –
CAN
604
Cetera Advisor Networks
California
$2.35M -$73K -659 -3%
CYG
605
Clean Yield Group
Vermont
$2.35M -$24.2K -215 -1%
CAM
606
Columbia Asset Management
Michigan
$2.34M -$8.29K -75 -0.4%
BS
607
Banco Santander
Spain
$2.32M +$1.66K +15 +0.1%
NLI
608
Nippon Life Insurance
Japan
$2.31M +$1.55K +14 +0.1%
WFG
609
Wills Financial Group
Virginia
$2.3M +$232K +2,097 +11%
MCIA
610
Mountain Capital Investment Advisors
Colorado
$2.29M +$2.29M +20,681 New
SLA
611
Silver Lake Advisory
Utah
$2.28M +$21.6K +195 +1%
HIM
612
Harbour Investment Management
Washington
$2.28M -$39.3K -355 -2%
LAIC
613
Lederer & Associates Investment Counsel
California
$2.28M +$58.1K +525 +3%
BC
614
Brinker Capital
Pennsylvania
$2.27M +$206K +1,866 +10%
GG
615
Gofen & Glossberg
Illinois
$2.27M -$84.7K -766 -4%
FQ
616
First Quadrant
California
$2.27M – – –
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.25M -$302K -2,727 -12%
PS
618
Pensionfund Sabic
Netherlands
$2.24M – – –
FNT
619
First National Trust
Pennsylvania
$2.24M +$25.6K +231 +1%
FAM
620
Foothills Asset Management
Arizona
$2.24M – – –
WG
621
Winton Group
United Kingdom
$2.23M +$1.8M +16,265 +416%
AMIM
622
Aull & Monroe Investment Management
Alabama
$2.23M -$19.9K -180 -0.9%
SAM
623
Sentinel Asset Management
Vermont
$2.21M – – –
IR
624
IAT Reinsurance
New York
$2.21M +$2.21M +20,000 New
SS
625
Simplicity Solutions
Minnesota
$2.21M +$96.5K +873 +5%
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