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United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
676
Lyell Wealth Management
California
$2.16M +$2.16M +18,804 New
VC
677
Vestor Capital
Illinois
$2.15M -$67.6K -590 -3%
ACM
678
Alethea Capital Management
Washington
$2.14M +$2.14M +18,641 New
W
679
Wealthfront
California
$2.14M +$280K +2,443 +15%
MPAM
680
Murphy Pohlad Asset Management
Minnesota
$2.13M – – –
MYLI
681
Meiji Yasuda Life Insurance
Japan
$2.12M -$88.3K -770 -4%
BOTW
682
Bank of the West
California
$2.11M -$7.45K -65 -0.4%
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.11M +$2.11M +18,389 New
RFS
684
Rockefeller Financial Services
New York
$2.1M – – –
PP
685
Pegasus Partners
Wisconsin
$2.1M +$57.8K +504 +3%
VSWA
686
Vontobel Swiss Wealth Advisors
Switzerland
$2.09M +$143K +1,246 +7%
LCM
687
Leisure Capital Management
California
$2.09M +$50.5K +441 +2%
CTC
688
Central Trust Company
Missouri
$2.09M +$102K +893 +5%
CCM
689
Coldstream Capital Management
Washington
$2.08M -$58.5K -510 -3%
CHC
690
City Holding Co
West Virginia
$2.07M +$164K +1,433 +9%
IAA
691
Independent Advisor Alliance
North Carolina
$2.07M +$2.07M +18,017 New
WMSA
692
Weiss Multi-Strategy Advisers
New York
$2.04M -$604K -5,268 -23%
KKAMG
693
Kernodle & Katon Asset Management Group
Arkansas
$2.03M +$166K +1,444 +9%
CWM
694
Concert Wealth Management
California
$2.02M -$702K -6,142 -26%
BC
695
Brinker Capital
Pennsylvania
$2M +$1.38M +11,997 +222%
WA1
696
Wimmer Associates 1
California
$1.99M +$430K +3,747 +27%
PI
697
PineBridge Investments
New York
$1.99M -$2.33M -20,307 -54%
CCMINC
698
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.98M +$14.1K +123 +0.7%
SFP
699
Shepherd Financial Partners
Massachusetts
$1.97M +$1.97M +17,123 New
BAM
700
Boyar Asset Management
New York
$1.97M -$916K -7,992 -32%
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