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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 %
TNB
801
Thomasville National Bank
Georgia
$1.05M +$223K +2,073 +27%
PCM
802
Parsons Capital Management
Rhode Island
$1.04M +$7.97K +74 +0.8%
Arrowstreet Capital
803
Arrowstreet Capital
Massachusetts
$1.03M -$4.66M -43,224 -82%
CIA
804
Capital Investment Advisors
Georgia
$1.03M +$42.3K +393 +4%
SL
805
Summitry LLC
California
$1.03M -$565K -5,245 -36%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$1.01M -$39.6K -368 -4%
PAM
807
Princeton Alpha Management
New Jersey
$1M +$1M +9,323 New
NA
808
NewEdge Advisors
Louisiana
$998K +$998K +9,311 New
ICOA
809
Investment Centers of America
North Dakota
$993K -$127K -1,173 -11%
HB
810
Homrich & Berg
Georgia
$992K +$265K +2,459 +36%
CIP
811
Convergence Investment Partners
Florida
$986K -$22.3K -207 -2%
MAM
812
Mizuho Asset Management
Japan
$982K +$461K +4,283 +89%
DPIM
813
Duff & Phelps Investment Management
Illinois
$962K -$32.3K -300 -3%
FFWA
814
FRG Family Wealth Advisors
Washington
$961K +$30.1K +280 +3%
FIM
815
Fernwood Investment Management
Massachusetts
$952K -$32.3K -300 -3%
ST
816
Smithfield Trust
Pennsylvania
$947K -$40.8K -379 -4%
BCM
817
Boltwood Capital Management
California
$946K +$23.2K +215 +3%
IPC
818
Independent Portfolio Consultants
Florida
$944K +$59.2K +550 +7%
WA
819
Wealth Architects
California
$935K -$7.97K -74 -0.8%
BFA
820
Bragg Financial Advisors
North Carolina
$912K -$159K -1,473 -15%
GP
821
Girard Partners
Pennsylvania
$905K +$351K +3,261 +63%
NB
822
NBT Bank
New York
$898K +$24.2K +225 +3%
CAG
823
Crestwood Advisors Group
Massachusetts
$893K -$79.5K -738 -8%
FFC
824
First Financial Corp
Indiana
$887K +$776K +7,209 +703%
HWA
825
Heritage Wealth Advisors
Virginia
$884K +$339K +3,159 +62%
31 32
33
34 35