We are live on ! Find out more
UPS icon

United Parcel Service
UPS

1,285 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 519 increasing their positions, 526 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $767M

0.89% less ownership

Funds ownership: 68.79% → 67.91% (-0.89%)

1% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 526

2% less funds holding

Funds holding: 1,317 → 1,285 (-32)

8% less capital invested

Capital invested by funds: $54.3B → $50.2B (-$4.13B)

17% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 114

21% less funds holding in top 10

Funds holding in top 10: 58 → 46 (-12)

Holders
1,285
Holders Change
-32
Holders Change %
-2.43%
% 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
95
Increased
519
Reduced
526
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.74B
2
Lazard Asset Management
Lazard Asset Management
New York
+$528M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$136M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$130M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$252M
2
AAMU
Amundi Asset Management US
Massachusetts
-$182M
3
APG Asset Management
APG Asset Management
Netherlands
-$157M
4
PPA
Parametric Portfolio Associates
Washington
-$152M
5
Norges Bank
Norges Bank
Norway
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
726
L.J. Altfest & Co
New York
$1.55M +$2.08K +19 +0.1%
CC
727
Cipher Capital
New York
$1.54M +$1.57M +14,347 New
AFS
728
Access Financial Services
Minnesota
$1.52M +$469K +4,295 +43%
CWM
729
Concert Wealth Management
California
$1.51M -$482K -4,413 -25%
CPA
730
Capital Planning Advisors
California
$1.51M +$601K +5,505 +64%
II
731
IFM Investors
Australia
$1.5M +$574K +5,258 +60%
AF
732
Arrow Financial
New York
$1.5M – – –
DT
733
Diversified Trust
Tennessee
$1.49M +$1.52M +13,889 New
CG
734
Clinton Group
New York
$1.48M -$1.17M -10,698 -44%
CPO
735
Cerity Partners OCIO
New York
$1.48M -$31.9K -292 -2%
BB
736
Bell Bank
North Dakota
$1.48M – – –
UAS
737
United Asset Strategies
New York
$1.48M +$1.31K +12 +0.1%
CICI
738
Capital Investment Counsel Inc
North Carolina
$1.47M -$5.46K -50 -0.4%
SA
739
Strategic Advisors
New York
$1.45M -$640K -5,859 -30%
BCM
740
BTR Capital Management
California
$1.44M -$1.65M -15,063 -53%
BBA
741
BLB&B Advisors
Pennsylvania
$1.44M -$66.4K -608 -4%
AAM
742
Auxier Asset Management
Oregon
$1.43M +$109 +1 +0%
RCM
743
Radnor Capital Management
Pennsylvania
$1.43M +$54.6K +500 +4%
PCM
744
Prelude Capital Management
New York
$1.42M +$563K +5,150 +64%
LWM
745
Lyell Wealth Management
California
$1.41M -$616K -5,636 -30%
LS
746
Livforsakringsbolaget Skandia
Sweden
$1.41M -$3.2M -29,300 -69%
NA
747
NewEdge Advisors
Louisiana
$1.4M +$199K +1,822 +16%
WCBA
748
Weaver C. Barksdale & Associates
Tennessee
$1.4M +$550K +5,030 +62%
CIC
749
Carnegie Investment Counsel
Ohio
$1.4M +$490K +4,482 +51%
HWA
750
Heritage Wealth Advisors
Virginia
$1.4M +$185K +1,690 +15%
28 29
30
31 32

UPS Hedge Fund Activity: Q1 2017 in Review

1,285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2017, worth a combined $50.2B — down 7.6% from $54.3B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of UPS and 95 opened new positions — a net loss of 19 holders — while 526 trimmed existing stakes and 519 added.

The largest buyer was BlackRock, adding an estimated $4.74B. The largest seller was Ameriprise, cutting an estimated $252M.

  • 1,285 institutional investors held United Parcel Service (UPS) as of Q1 2017, down from 1,317 in Q4 2016.
  • Funds reported $50.2B of United Parcel Service stock for Q1 2017, down 7.6% quarter-over-quarter.
  • 95 funds opened new United Parcel Service positions in Q1 2017 and 114 closed out, a net change of -19 holders.
  • The largest United Parcel Service buyer in Q1 2017 was BlackRock, an estimated $4.74B added.
  • The largest United Parcel Service seller in Q1 2017 was Ameriprise, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.