UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,316 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 464 increasing their positions, 515 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,316
Holders Change
+78
Holders Change %
+6.3%
% of All Funds
32.95%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
1.45%
New
153
Increased
464
Reduced
515
Closed
55
Calls
$1.92B
Puts
$1.02B
Net Calls
+$897M
Net Calls Change
+$274M

Top Buyers

1
FNBT
FineMark National Bank & Trust
Florida
+$229M
2
PPA
Parametric Portfolio Associates
Washington
+$161M
3
Renaissance Technologies
Renaissance Technologies
New York
+$149M
4
EIP
Epoch Investment Partners
New York
+$147M
5
Asset Management One
Asset Management One
Japan
+$130M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$193M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
TCM
Tran Capital Management
California
-$126M
4
MTB
Mizuho Trust & Banking
Japan
-$124M
5
Two Sigma Investments
Two Sigma Investments
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
776
Rench Wealth Management
Texas
$1.46M +$132K +1,150 +10%
BIM
777
Beach Investment Management
Pennsylvania
$1.46M +$1.46M +12,720 New
NSAM
778
North Star Asset Management
Wisconsin
$1.45M -$76.8K -670 -5%
RA
779
Rational Advisors
New York
$1.45M -$200K -1,740 -12%
NSB
780
Norway Savings Bank
Maine
$1.44M +$1.44M +12,587 New
SFSG
781
Stearns Financial Services Group
North Carolina
$1.44M +$6.19K +54 +0.4%
WG
782
Winton Group
United Kingdom
$1.43M -$142K -1,235 -9%
GWM
783
Geneos Wealth Management
Colorado
$1.43M -$88.4K -771 -6%
CPA
784
Cowen Prime Advisors
New York
$1.43M +$74.5K +650 +6%
ICOA
785
Investment Centers of America
North Dakota
$1.42M +$249K +2,182 +21%
GP
786
Girard Partners
Pennsylvania
$1.42M +$90.9K +793 +7%
ESBC
787
E.S. Barr & Co
Kentucky
$1.42M -$15.9K -139 -1%
LNWWM
788
Laird Norton Wetherby Wealth Management
California
$1.42M +$81.4K +710 +6%
AP
789
Advisor Partners
California
$1.41M +$83.3K +727 +6%
ANRIA
790
American National Registered Investment Advisor
Texas
$1.41M – – –
ITIM
791
Indiana Trust & Investment Management
Indiana
$1.41M – – –
UBG
792
United Bank (Georgia)
Georgia
$1.4M +$1.4M +12,211 New
CL
793
CPWM LLC
Washington
$1.4M -$126K -1,097 -8%
PFS
794
Physicians Financial Services
North Carolina
$1.39M +$40.4K +371 +3%
JA
795
JLB & Associates
Michigan
$1.39M -$110K -960 -7%
WFG
796
Wills Financial Group
Virginia
$1.38M -$5.16K -45 -0.4%
OWD
797
Osborn Williams & Donohoe
Ohio
$1.38M – – –
SIC
798
Shoker Investment Counsel
Ohio
$1.37M -$68K -593 -5%
TMAM
799
Tokio Marine Asset Management
Japan
$1.36M -$7.76M -67,676 -85%
AL
800
Aspiriant LLC
California
$1.35M -$459 -4 -0%
30 31
32
33 34