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United Parcel Service
UPS

Overview Fund Activity

1,227 hedge funds and large institutions have $50.9B invested in United Parcel Service in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 512 increasing their positions, 469 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
32.79%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.6%
New
87
Increased
512
Reduced
469
Closed
67
Calls
$1.7B
Puts
$1.07B
Net Calls
+$635M
Net Calls Change
-$867M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$210M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$155M
3
JHIU
Janus Henderson Investors US
Colorado
+$145M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$72.6M
5
BFA
BlackRock Fund Advisors
California
+$67.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Morgan Stanley
Morgan Stanley
New York
-$106M
3
Prudential Financial
Prudential Financial
New Jersey
-$87.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$79.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
751
Fulton Bank
Pennsylvania
$1.34M +$122K +1,136 +10%
ESBC
752
E.S. Barr & Co
Kentucky
$1.33M -$1.08K -10 -0.1%
CPO
753
Cerity Partners OCIO
New York
$1.33M -$1.81K -17 -0.1%
ANRIA
754
American National Registered Investment Advisor
Texas
$1.33M – – –
WFG
755
Wills Financial Group
Virginia
$1.33M +$8.08K +75 +0.6%
ITIM
756
Indiana Trust & Investment Management
Indiana
$1.32M -$5.39K -50 -0.4%
PFS
757
Physicians Financial Services
North Carolina
$1.31M -$22.7K -211 -2%
FCMC
758
Founders Capital Management (Connecticut)
Connecticut
$1.31M +$298K +2,770 +29%
OWD
759
Osborn Williams & Donohoe
Ohio
$1.3M -$1.62K -15 -0.1%
FM
760
Foster & Motley
Ohio
$1.29M +$82K +761 +7%
CBB
761
Citizens Business Bank
California
$1.29M – – –
RA
762
Rational Advisors
New York
$1.28M +$1.28M +11,900 New
RHFI
763
Reilly Herbert Faulkner III
$1.27M -$168K -1,559 -12%
LBC
764
Lowe Brockenbrough & Co
Virginia
$1.26M – – –
SFG
765
SevenBridge Financial Group
Pennsylvania
$1.26M +$1.26M +11,731 New
TRCT
766
Tower Research Capital (TRC)
New York
$1.26M +$1.26M +11,740 New
RHDIC
767
R.H. Dinel Investment Counsel
California
$1.26M – – –
MNBTD
768
Moody National Bank Trust Division
Texas
$1.25M – – –
BA
769
Bennicas & Associates
California
$1.25M – – –
EWM
770
Edge Wealth Management
New York
$1.25M – – –
JG
771
Jefferies Group
New York
$1.23M +$32K +297 +3%
ACC
772
Accident Compensation Corp
New Zealand
$1.23M +$1.23M +11,400 New
WIC
773
Woodmont Investment Counsel
Tennessee
$1.23M -$394K -3,661 -24%
AP
774
Advisor Partners
California
$1.23M +$23K +213 +2%
BLAM
775
Bourne Lent Asset Management
New York
$1.22M -$48.5K -450 -4%
29 30
31
32 33