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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 %
WA1
676
Wimmer Associates 1
California
$1.83M -$33.3K -310 -2%
GWM
677
Graybill Wealth Management
Illinois
$1.82M – – –
1GA
678
1st Global Advisors
Texas
$1.82M +$12.8K +119 +0.7%
CC
679
ClearArc Capital
Ohio
$1.81M +$9.77K +91 +0.5%
PCTC
680
Perkins Coie Trust Company
Washington
$1.8M -$18K -168 -1%
RC
681
Roundview Capital
New Jersey
$1.79M -$4.83K -45 -0.3%
BOTW
682
Bank of the West
California
$1.78M -$200K -1,862 -10%
APFBOT
683
Amica Pension Fund Board of Trustees
Rhode Island
$1.78M -$727K -6,773 -29%
CG
684
Caprock Group
Idaho
$1.77M +$74.1K +691 +4%
DBT
685
Dubuque Bank & Trust
Iowa
$1.77M +$165K +1,536 +10%
ECM
686
Everence Capital Management
Indiana
$1.76M – – –
HPIA
687
Hamilton Point Investment Advisors
North Carolina
$1.75M -$19.8K -185 -1%
ONB
688
Old National Bancorp
Indiana
$1.72M -$14.2K -132 -0.8%
LWAC
689
Laurel Wealth Advisors (California)
California
$1.7M +$1.37M +12,761 +409%
AIP
690
Ameritas Investment Partners
Nebraska
$1.7M -$72.1K -672 -4%
BP
691
Ballentine Partners
Massachusetts
$1.69M -$7.95K -74 -0.5%
BE
692
Bonness Enterprises
District of Columbia
$1.69M – – –
BFEC
693
Benjamin F. Edwards & Company
Missouri
$1.69M +$120K +1,115 +8%
VWM
694
Valley Wealth Managers
New Jersey
$1.69M +$206K +1,917 +14%
PGIM
695
Pacific Global Investment Management
California
$1.68M -$25.8K -240 -2%
AC
696
Addison Capital
Pennsylvania
$1.68M -$26.8K -250 -2%
HFS
697
HL Financial Services
Kentucky
$1.67M -$97.5K -909 -6%
RMAM
698
Raab & Moskowitz Asset Management
New Jersey
$1.67M -$23.3K -217 -1%
AF
699
AMG Funds
Connecticut
$1.67M +$107 +1 +0%
NIC
700
Northwest Investment Counselors
Oregon
$1.66M +$14.1K +131 +0.9%
26 27
28
29 30