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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
2
Lazard Asset Management
Lazard Asset Management
New York
+$259M
3
Parnassus Investments
Parnassus Investments
California
+$188M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$160M
5
PPA
Parametric Portfolio Associates
Washington
+$151M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$235M
2
Ameriprise
Ameriprise
Minnesota
-$180M
3
Bank of America
Bank of America
North Carolina
-$167M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$101M
5
Two Sigma Investments
Two Sigma Investments
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHFI
776
Reilly Herbert Faulkner III
$1.29M – – –
EWM
777
Edge Wealth Management
New York
$1.28M – – –
WKWM
778
Walter & Keenan Wealth Management
Indiana
$1.27M – – –
DIA
779
Dean Investment Associates
Ohio
$1.27M +$110K +992 +9%
CG
780
Cutler Group
California
$1.27M -$927K -8,385 -42%
CD
781
Carl Domino
Florida
$1.27M -$91.5K -827 -7%
FT
782
Fiduciary Trust
Massachusetts
$1.27M -$24.7K -223 -2%
TIA
783
Trust Investment Advisors
Indiana
$1.27M +$34.8K +315 +3%
YMRC
784
Yorktown Management & Research Company
Virginia
$1.26M +$1.05M +9,500 +494%
JFA
785
JNBA Financial Advisors
Minnesota
$1.26M – – –
MNBTD
786
Moody National Bank Trust Division
Texas
$1.26M -$2.77K -25 -0.2%
HCM
787
Hutner Capital Management
Vermont
$1.24M +$93K +841 +8%
VCM
788
Vision Capital Management
Oregon
$1.22M +$23.2K +210 +2%
VSWA
789
Vontobel Swiss Wealth Advisors
Switzerland
$1.22M +$168K +1,520 +16%
BA
790
Bennicas & Associates
California
$1.21M -$8.3K -75 -0.7%
BHB
791
Bank Hapoalim BM
Israel
$1.21M +$442K +4,000 +57%
NSB
792
Norway Savings Bank
Maine
$1.21M +$4.42K +40 +0.4%
BCM
793
Boltwood Capital Management
California
$1.2M – – –
RCM
794
Riverhead Capital Management
Delaware
$1.2M +$4.87K +44 +0.4%
PG
795
Patten Group
Tennessee
$1.2M -$576K -5,140 -32%
HAM
796
Highstreet Asset Management
Ontario, Canada
$1.19M +$1.19M +10,769 New
MHIM
797
MacNealy Hoover Investment Management
Ohio
$1.19M +$36K +326 +3%
CB
798
Chemical Bank
Michigan
$1.19M +$198K +1,788 +20%
GWM
799
Geneos Wealth Management
Colorado
$1.19M -$14.9K -135 -1%
FAM
800
Fred Alger Management
New York
$1.19M +$442 +4 +0%
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