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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 %
FMW
701
Farr Miller & Washington
District of Columbia
$1.67M +$17.1K +155 +1%
CWM
702
Calamos Wealth Management
Illinois
$1.66M -$47.3K -428 -3%
AP
703
AHL Partners
United Kingdom
$1.66M -$2.61M -23,603 -61%
JCM
704
Jag Capital Management
Missouri
$1.66M +$2.54K +23 +0.2%
DBT
705
Dubuque Bank & Trust
Iowa
$1.65M -$167K -1,511 -9%
ONB
706
Old National Bancorp
Indiana
$1.63M -$145K -1,311 -8%
VWM
707
Valley Wealth Managers
New Jersey
$1.63M -$110K -992 -6%
TCOV
708
Trust Company of Vermont
Vermont
$1.63M -$73.6K -665 -4%
EI
709
EDMP Inc
Florida
$1.61M -$85.1K -770 -5%
NA
710
Neuburgh Advisers
California
$1.61M +$15K +136 +0.9%
CSS
711
Cubist Systematic Strategies
Connecticut
$1.61M +$864K +7,814 +115%
CT
712
Coastline Trust
Rhode Island
$1.61M – – –
AFS
713
Access Financial Services
Minnesota
$1.61M +$37.6K +340 +2%
PFS
714
Physicians Financial Services
North Carolina
$1.6M +$294K +2,655 +22%
JA
715
JLB & Associates
Michigan
$1.6M +$1.6M +14,473 New
PWW
716
Pettyjohn Wood & White
Virginia
$1.6M -$31.2K -282 -2%
CAMG
717
CWA Asset Management Group
Florida
$1.6M +$290K +2,624 +22%
WIC
718
Woodmont Investment Counsel
Tennessee
$1.59M +$406K +3,675 +34%
ACM
719
Azimuth Capital Management
Michigan
$1.59M -$41.5K -375 -3%
CA
720
Cetera Advisors
Colorado
$1.58M -$109K -980 -6%
FFBTD
721
First Financial Bank - Trust Division
Ohio
$1.58M -$549K -4,965 -26%
CPO
722
Cerity Partners OCIO
New York
$1.57M +$44.8K +405 +3%
TF
723
TIAA FSB
Florida
$1.57M +$1.57M +14,171 New
HWA
724
Heritage Wealth Advisors
Virginia
$1.56M +$116K +1,045 +8%
LJAC
725
L.J. Altfest & Co
New York
$1.56M -$34.8K -315 -2%
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