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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 %
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$2.18M -$319K -2,969 -13%
PS
627
Pensionfund Sabic
Netherlands
$2.17M -$397K -3,700 -15%
FAM
628
Foothills Asset Management
Arizona
$2.17M -$145K -1,347 -6%
Susquehanna International Group
629
Susquehanna International Group
Pennsylvania
$2.17M -$2.38M -22,217 -52%
LAIC
630
Lederer & Associates Investment Counsel
California
$2.15M +$64.4K +600 +3%
RA
631
Rational Advisors
New York
$2.15M +$794K +7,394 +59%
FNT
632
First National Trust
Pennsylvania
$2.15M -$129K -1,203 -6%
SAM
633
Sentinel Asset Management
Vermont
$2.15M – – –
IAA
634
Independent Advisor Alliance
North Carolina
$2.15M +$222K +2,084 +12%
HAG
635
HighPoint Advisor Group
Illinois
$2.14M -$17.9M -160,051 -89%
CG
636
Cutler Group
California
$2.13M +$1.23M +11,467 +136%
DLA
637
Douglas Lane & Associates
New York
$2.13M -$721K -6,725 -25%
AT
638
Arden Trust
Delaware
$2.11M -$355K -3,307 -14%
BCMO
639
Buckingham Capital Management (Ohio)
Ohio
$2.11M -$49K -457 -2%
WTC
640
WhitTier Trust Company
Nevada
$2.1M +$595K +5,541 +40%
I
641
IberiaBank
Louisiana
$2.07M -$406K -3,780 -16%
MBTD
642
Mechanics Bank - Trust Department
California
$2.07M -$83.7K -780 -4%
CHC
643
City Holding Co
West Virginia
$2.07M +$125K +1,165 +6%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$2.06M -$2.05M -19,149 -50%
VC
645
Vestor Capital
Illinois
$2.05M +$41.8K +390 +2%
SS
646
Simplicity Solutions
Minnesota
$2.05M +$1.28M +11,908 +165%
OIA
647
Optimum Investment Advisors
Illinois
$2.03M – – –
HT
648
Heritage Trust
Oklahoma
$2.03M +$2.03M +18,900 New
TWA
649
Tillar-Wenstrup Advisors
Ohio
$2.03M +$7.4K +69 +0.4%
ICOA
650
Investment Centers of America
North Dakota
$2.02M +$679K +6,319 +51%
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