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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 %
AF
726
Arrow Financial
New York
$1.54M – – –
SPC
727
Sigma Planning Corp
Michigan
$1.53M +$248K +2,243 +19%
UAS
728
United Asset Strategies
New York
$1.52M +$1.44K +13 +0.1%
BB
729
Bell Bank
North Dakota
$1.52M -$2.65K -24 -0.2%
FNB
730
Farmers National Bank
Kentucky
$1.52M +$672K +6,075 +79%
CICI
731
Capital Investment Counsel Inc
North Carolina
$1.51M -$885 -8 -0.1%
BBA
732
BLB&B Advisors
Pennsylvania
$1.5M +$14K +127 +0.9%
BCM
733
BTR Capital Management
California
$1.49M +$5.53K +50 +0.4%
PPSG
734
Princeton Portfolio Strategies Group
New Jersey
$1.49M -$157K -1,420 -10%
CIC
735
Carnegie Investment Counsel
Ohio
$1.48M -$3.23K -29 -0.2%
RCM
736
Radnor Capital Management
Pennsylvania
$1.48M – – –
AAM
737
Auxier Asset Management
Oregon
$1.48M +$221 +2 +0%
AWM
738
AE Wealth Management
Kansas
$1.47M +$160K +1,445 +12%
SA
739
Strategic Advisors
New York
$1.47M -$23K -208 -2%
RWM
740
Rench Wealth Management
Texas
$1.46M +$19.4K +175 +1%
LOAMS
741
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.46M +$1.14M +10,300 +358%
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$1.45M +$187K +1,695 +15%
LS
743
Livforsakringsbolaget Skandia
Sweden
$1.45M – – –
CPA
744
Capital Planning Advisors
California
$1.45M -$110K -995 -7%
RFS
745
Rockefeller Financial Services
New York
$1.45M -$582K -5,266 -29%
WCBA
746
Weaver C. Barksdale & Associates
Tennessee
$1.45M – – –
EI
747
Elkhorn Investments
Illinois
$1.43M -$25.3K -226 -2%
PI
748
Putnam Investments
Massachusetts
$1.43M -$21.1M -190,640 -94%
SACTSONJ
749
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M – – –
AF
750
Alerus Financial
North Dakota
$1.42M +$233K +2,108 +20%
28 29
30
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