UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,223 hedge funds and large institutions have $48.9B invested in United Parcel Service in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 501 increasing their positions, 467 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,223
Holders Change
+7
Holders Change %
+0.58%
% of All Funds
32.64%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
1.49%
New
103
Increased
501
Reduced
467
Closed
78
Calls
$2.13B
Puts
$630M
Net Calls
+$1.5B
Net Calls Change
+$535M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$141M
2
TCIM
TIAA CREF Investment Management
New York
+$113M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$97.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$80.1M
5
Prudential Financial
Prudential Financial
New Jersey
+$78.2M

Top Sellers

1
GA
Greenhaven Associates
New York
-$197M
2
SA
SQ Advisors
Florida
-$145M
3
BA
BlackRock Advisors
Delaware
-$106M
4
MG
Markel Group
Virginia
-$76.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESBC
751
E.S. Barr & Co
Kentucky
$1.31M -$108K -1,025 -8%
PFS
752
Physicians Financial Services
North Carolina
$1.31M -$4.75K -45 -0.4%
MYAM
753
Meiji Yasuda Asset Management
Japan
$1.3M +$305K +2,895 +31%
ITIM
754
Indiana Trust & Investment Management
Indiana
$1.3M -$26.4K -250 -2%
ANRIA
755
American National Registered Investment Advisor
Texas
$1.3M – – –
AI
756
Atria Investments
North Carolina
$1.3M +$52K +493 +4%
WFG
757
Wills Financial Group
Virginia
$1.29M -$23.7K -225 -2%
WS
758
Wedbush Securities
California
$1.29M +$19.4K +184 +2%
OWD
759
Osborn Williams & Donohoe
Ohio
$1.27M +$118K +1,115 +10%
Two Sigma Advisers
760
Two Sigma Advisers
New York
$1.26M +$381K +3,609 +43%
CBB
761
Citizens Business Bank
California
$1.26M -$5.27K -50 -0.4%
BLAM
762
Bourne Lent Asset Management
New York
$1.24M +$94.9K +900 +8%
LBC
763
Lowe Brockenbrough & Co
Virginia
$1.24M +$138K +1,305 +13%
RHDIC
764
R.H. Dinel Investment Counsel
California
$1.23M – – –
MNBTD
765
Moody National Bank Trust Division
Texas
$1.23M – – –
BA
766
Bennicas & Associates
California
$1.22M -$52.7K -500 -4%
EWM
767
Edge Wealth Management
New York
$1.22M -$5.91M -56,000 -83%
Northwestern Mutual Wealth Management
768
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$78.4K +743 +7%
SB
769
Simmons Bank
Arkansas
$1.2M +$1.2M +11,406 New
BAM
770
Berkshire Asset Management
Pennsylvania
$1.2M -$117K -1,106 -9%
FB
771
Fulton Bank
Pennsylvania
$1.19M +$669K +6,344 +128%
FM
772
Foster & Motley
Ohio
$1.18M +$733K +6,947 +163%
TIA
773
Trust Investment Advisors
Indiana
$1.18M +$1.18M +11,180 New
AP
774
Advisor Partners
California
$1.18M -$396K -3,752 -25%
JG
775
Jefferies Group
New York
$1.18M +$535K +5,072 +83%
29 30
31
32 33