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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 %
CC
726
Cipher Capital
New York
$1.54M +$1.54M +14,347 New
AFS
727
Access Financial Services
Minnesota
$1.53M +$461K +4,295 +43%
CWM
728
Concert Wealth Management
California
$1.51M -$504K -4,413 -25%
CPA
729
Capital Planning Advisors
California
$1.51M +$591K +5,505 +64%
II
730
IFM Investors
Australia
$1.5M +$564K +5,258 +60%
AF
731
Arrow Financial
New York
$1.5M – – –
DT
732
Diversified Trust
Tennessee
$1.49M +$1.49M +13,889 New
CG
733
Clinton Group
New York
$1.48M -$1.15M -10,698 -44%
CPO
734
Cerity Partners OCIO
New York
$1.48M -$31.3K -292 -2%
BB
735
Bell Bank
North Dakota
$1.48M – – –
UAS
736
United Asset Strategies
New York
$1.48M +$1.29K +12 +0.1%
CICI
737
Capital Investment Counsel Inc
North Carolina
$1.47M -$5.37K -50 -0.4%
SA
738
Strategic Advisors
New York
$1.45M -$629K -5,859 -30%
BCM
739
BTR Capital Management
California
$1.44M -$1.62M -15,063 -53%
BBA
740
BLB&B Advisors
Pennsylvania
$1.44M -$65.3K -608 -4%
AAM
741
Auxier Asset Management
Oregon
$1.43M +$107 +1 +0%
RCM
742
Radnor Capital Management
Pennsylvania
$1.43M +$53.7K +500 +4%
PCM
743
Prelude Capital Management
New York
$1.42M +$553K +5,150 +64%
LWM
744
Lyell Wealth Management
California
$1.41M -$605K -5,636 -30%
LS
745
Livforsakringsbolaget Skandia
Sweden
$1.41M -$3.14M -29,300 -69%
NA
746
NewEdge Advisors
Louisiana
$1.4M +$194K +1,822 +16%
WCBA
747
Weaver C. Barksdale & Associates
Tennessee
$1.4M +$540K +5,030 +62%
CIC
748
Carnegie Investment Counsel
Ohio
$1.4M +$471K +4,482 +51%
HWA
749
Heritage Wealth Advisors
Virginia
$1.4M +$181K +1,690 +15%
RWM
750
Rench Wealth Management
Texas
$1.4M +$28.4K +265 +2%
28 29
30
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