UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,298 hedge funds and large institutions have $56.2B invested in United Parcel Service in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 520 increasing their positions, 496 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+24
Holders Change %
+1.88%
% of All Funds
32.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
1.25%
New
92
Increased
520
Reduced
496
Closed
55
Calls
$2.81B
Puts
$742M
Net Calls
+$2.07B
Net Calls Change
+$1.35B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$267M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$128M
4
Two Sigma Investments
Two Sigma Investments
New York
+$111M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$361M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
3
State Street
State Street
Massachusetts
-$84.3M
4
SI
Sentry Investments
Ontario, Canada
-$68.2M
5
American Century Companies
American Century Companies
Missouri
-$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
726
Carnegie Investment Counsel
Ohio
$1.6M +$10.3K +86 +0.6%
AAM
727
Auxier Asset Management
Oregon
$1.6M -$5.76K -48 -0.4%
SA
728
Strategic Advisors
New York
$1.59M -$3.12K -26 -0.2%
BCM
729
BTR Capital Management
California
$1.59M -$25.2K -210 -2%
NHC
730
Nicholas Hoffman & Company
Georgia
$1.59M +$121K +1,008 +8%
PPSG
731
Princeton Portfolio Strategies Group
New Jersey
$1.58M -$31.7K -264 -2%
AF
732
Alerus Financial
North Dakota
$1.58M +$38.1K +317 +2%
LS
733
Livforsakringsbolaget Skandia
Sweden
$1.58M – – –
WCBA
734
Weaver C. Barksdale & Associates
Tennessee
$1.57M – – –
CAM
735
Chesapeake Asset Management
New York
$1.56M +$1.56M +12,975 New
NA
736
Neuburgh Advisers
California
$1.56M -$196K -1,632 -11%
CFA
737
Carroll Financial Associates
North Carolina
$1.55M +$71.1K +602 +5%
SACTSONJ
738
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M – – –
VSWA
739
Vontobel Swiss Wealth Advisors
Switzerland
$1.54M +$220K +1,833 +17%
PAM
740
Palisade Asset Management
Minnesota
$1.54M +$1.13M +9,420 +276%
GAM
741
Griffin Asset Management
New York
$1.53M +$773K +6,435 +102%
BIA
742
BMT Investment Advisors
Pennsylvania
$1.52M +$1.52M +12,690 New
IC
743
Intersect Capital
California
$1.52M +$29.2K +243 +2%
KOCAA
744
Knights of Columbus Asset Advisors
Connecticut
$1.52M +$535K +4,450 +54%
HWA
745
Heritage Way Advisors
Illinois
$1.52M +$1.52M +12,654 New
WKWM
746
Walter & Keenan Wealth Management
Indiana
$1.51M +$124K +1,030 +9%
NI
747
Numeric Investors
Massachusetts
$1.5M +$1.5M +12,500 New
NERM
748
New England Research & Management
Illinois
$1.5M -$26.4K -220 -2%
CS
749
Comerica Securities
Michigan
$1.5M +$244K +2,033 +19%
FNB
750
Farmers National Bank
Kentucky
$1.48M -$167K -1,391 -10%
28 29
30
31 32