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United Parcel Service
UPS

Overview Fund Activity

1,427 hedge funds and large institutions have $55.8B invested in United Parcel Service in 2017 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 568 increasing their positions, 479 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+129
Holders Change %
+9.94%
% of All Funds
32.41%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
1.02%
New
199
Increased
568
Reduced
479
Closed
56
Calls
$3.08B
Puts
$860M
Net Calls
+$2.22B
Net Calls Change
+$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
N
Natixis
France
+$111M
3
State Street
State Street
Massachusetts
+$98.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$87.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$76.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$335M
2
Bank of America
Bank of America
North Carolina
-$267M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
4
Citadel Advisors
Citadel Advisors
Florida
-$137M
5
Credit Agricole
Credit Agricole
France
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
601
Plimoth Trust
Massachusetts
$2.66M +$2.66M +22,308 New
DT
602
Diversified Trust
Tennessee
$2.65M +$4.77K +40 +0.2%
SLI
603
Sumitomo Life Insurance
Japan
$2.64M -$128K -1,076 -5%
Pacer Advisors
604
Pacer Advisors
Pennsylvania
$2.64M +$531K +4,456 +25%
PFS
605
Prospera Financial Services
Texas
$2.63M +$1.64M +13,556 +165%
YMRC
606
Yorktown Management & Research Company
Virginia
$2.62M +$1.26M +10,575 +93%
AWM
607
AE Wealth Management
Kansas
$2.61M +$408K +3,420 +19%
LWAC
608
Laurel Wealth Advisors (California)
California
$2.6M +$307K +2,578 +13%
I
609
IberiaBank
Louisiana
$2.6M +$20.9K +175 +0.8%
AP
610
AHL Partners
United Kingdom
$2.59M +$1.72M +14,396 +195%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$2.59M -$191K -1,604 -7%
FA
612
Fortis Advisors
Pennsylvania
$2.57M +$477 +4 +0%
SC
613
Schulhoff & Co
Ohio
$2.51M +$236K +1,977 +10%
VFA
614
Valeo Financial Advisors
Indiana
$2.5M +$252K +2,115 +11%
VV
615
Verity & Verity
South Carolina
$2.5M +$292K +2,449 +13%
CAM
616
Columbia Asset Management
Michigan
$2.48M – – –
GIM
617
Goelzer Investment Management
Indiana
$2.48M +$2.48M +20,771 New
THWM
618
Taylor Hoffman Wealth Management
Virginia
$2.47M +$2.47M +20,750 New
LAIC
619
Lederer & Associates Investment Counsel
California
$2.46M +$1.79K +15 +0.1%
TCM
620
Tradewinds Capital Management
Washington
$2.45M -$5.6K -47 -0.2%
SS
621
Simplicity Solutions
Minnesota
$2.42M +$1.44M +12,048 +145%
GG
622
Gofen & Glossberg
Illinois
$2.42M -$23.8K -200 -1%
PS
623
Pensionfund Sabic
Netherlands
$2.41M – – –
WFG
624
Wills Financial Group
Virginia
$2.41M +$50.1K +421 +2%
SSB
625
Sandy Spring Bank
Maryland
$2.41M -$138K -1,156 -5%
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