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United Parcel Service
UPS

Overview Fund Activity

1,283 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 519 increasing their positions, 525 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
-33
Holders Change %
-2.51%
% of All Funds
31.99%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1.15%
New
94
Increased
519
Reduced
525
Closed
114
Calls
$1.47B
Puts
$767M
Net Calls
+$700M
Net Calls Change
-$196M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.65B
2
Lazard Asset Management
Lazard Asset Management
New York
+$518M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$248M
2
AAMU
Amundi Asset Management US
Massachusetts
-$178M
3
APG Asset Management
APG Asset Management
Netherlands
-$154M
4
PPA
Parametric Portfolio Associates
Washington
-$149M
5
Norges Bank
Norges Bank
Norway
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
AE Wealth Management
Kansas
$1.27M +$1.27M +11,874 New
PFS
777
Physicians Financial Services
North Carolina
$1.27M -$98.9K -921 -7%
SIC
778
Shoker Investment Counsel
Ohio
$1.27M -$8.15K -76 -0.6%
CAMG
779
CWA Asset Management Group
Florida
$1.27M +$212K +1,971 +20%
ITIM
780
Indiana Trust & Investment Management
Indiana
$1.26M -$56.9K -530 -4%
FT
781
Fiduciary Trust
Massachusetts
$1.25M -$187K -1,742 -13%
RHFI
782
Reilly Herbert Faulkner III
$1.25M -$16.1K -150 -1%
SPC
783
Sigma Planning Corp
Michigan
$1.25M -$261K -2,435 -17%
TSW
784
Thompson Siegel & Walmsley
Virginia
$1.24M +$144K +1,346 +13%
EWM
785
Edge Wealth Management
New York
$1.24M -$2.47K -23 -0.2%
WKWM
786
Walter & Keenan Wealth Management
Indiana
$1.23M +$370K +3,450 +43%
WIC
787
Woodmont Investment Counsel
Tennessee
$1.23M – – –
LNWWM
788
Laird Norton Wetherby Wealth Management
California
$1.23M -$99.2K -925 -7%
MNBTD
789
Moody National Bank Trust Division
Texas
$1.22M -$23.1K -215 -2%
JFA
790
JNBA Financial Advisors
Minnesota
$1.22M -$4.18K -39 -0.3%
ESBC
791
E.S. Barr & Co
Kentucky
$1.22M -$107K -996 -8%
1SB
792
1ST Source Bank
Indiana
$1.22M +$36.9K +344 +3%
TIA
793
Trust Investment Advisors
Indiana
$1.2M +$21.5K +200 +2%
BA
794
Bennicas & Associates
California
$1.19M -$26.8K -250 -2%
VNA
795
Valley National Advisers
Pennsylvania
$1.19M -$331K -3,084 -22%
NSB
796
Norway Savings Bank
Maine
$1.17M -$183K -1,706 -14%
BCM
797
Boltwood Capital Management
California
$1.17M +$193K +1,800 +20%
GWM
798
Geneos Wealth Management
Colorado
$1.17M -$172K -1,601 -13%
RCM
799
Riverhead Capital Management
Delaware
$1.16M +$306K +2,856 +36%
VCM
800
Vision Capital Management
Oregon
$1.16M +$115K +1,075 +11%
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