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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 %
SB
776
Simmons Bank
Arkansas
$1.21M -$19.9K -185 -2%
Pacer Advisors
777
Pacer Advisors
Pennsylvania
$1.19M -$195K -1,809 -14%
RCA
778
Rowland Carmichael Advisors
Arizona
$1.19M +$688K +6,385 +138%
SGCA
779
Steel Grove Capital Advisors
Tennessee
$1.18M +$1.18M +10,942 New
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$1.18M +$87.4K +811 +8%
IC
781
Intersect Capital
California
$1.17M +$431 +4 +0%
NGA
782
Naples Global Advisors
Florida
$1.17M +$251K +2,326 +27%
BAS
783
Brown Advisory Securities
Maryland
$1.16M +$53.9K +500 +5%
CG
784
Cutler Group
California
$1.16M +$504K +4,682 +77%
CPA
785
Cowen Prime Advisors
New York
$1.16M +$883K +8,200 +324%
CK
786
Cohen Klingenstein
New York
$1.15M – – –
FAAS
787
First Allied Advisory Services
California
$1.15M +$60.8K +562 +6%
TIA
788
Trust Investment Advisors
Indiana
$1.14M -$63K -585 -5%
MHIM
789
MacNealy Hoover Investment Management
Ohio
$1.14M +$108 +1 +0%
BAM
790
Berkshire Asset Management
Pennsylvania
$1.13M -$93.9K -871 -8%
SFA
791
Sequoia Financial Advisors
Ohio
$1.12M +$15.8K +147 +1%
CAM
792
CG Asset Management
New York
$1.1M +$98.6K +915 +10%
CA
793
Cetera Advisors
Colorado
$1.1M -$970 -9 -0.1%
LH
794
Lebenthal Holdings
New York
$1.09M +$10K +93 +0.9%
LOAME
795
Lombard Odier Asset Management (Europe)
United Kingdom
$1.08M +$1.08M +10,055 New
ADBIC
796
A.D. Beadell Investment Counsel
Wisconsin
$1.08M – – –
KKAMG
797
Kernodle & Katon Asset Management Group
Arkansas
$1.07M +$527K +4,890 +96%
HAM
798
Highstreet Asset Management
Ontario, Canada
$1.06M +$446K +4,137 +72%
TSW
799
Thompson Siegel & Walmsley
Virginia
$1.06M -$91.9K -853 -8%
PFO
800
Pathstone Family Office
New Jersey
$1.05M – – –
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