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 %
NGA
801
Naples Global Advisors
Florida
$1.35M +$22.1K +193 +2%
RHFI
802
Reilly Herbert Faulkner III
$1.35M – – –
DCM
803
Dynamic Capital Management
Jersey
$1.34M +$1.03M +8,974 +332%
LBC
804
Lowe Brockenbrough & Co
Virginia
$1.34M -$8.6K -75 -0.6%
MNBTD
805
Moody National Bank Trust Division
Texas
$1.33M – – –
EWM
806
Edge Wealth Management
New York
$1.32M -$2.06K -18 -0.2%
VV
807
Verity & Verity
South Carolina
$1.32M +$150K +1,308 +13%
JFA
808
JNBA Financial Advisors
Minnesota
$1.31M -$12.2M -106,706 -90%
HWA
809
Heritage Wealth Advisors
Virginia
$1.3M +$197K +1,722 +18%
HB
810
Homrich & Berg
Georgia
$1.3M +$47.4K +413 +4%
BA
811
Bennicas & Associates
California
$1.3M – – –
NA
812
NewEdge Advisors
Louisiana
$1.29M -$101K -890 -7%
FM
813
Foster & Motley
Ohio
$1.29M -$99.8K -870 -7%
ACM
814
Ativo Capital Management
Illinois
$1.29M +$1.29M +11,245 New
Jennison Associates
815
Jennison Associates
New York
$1.28M +$1.28M +11,183 New
SGCA
816
Steel Grove Capital Advisors
Tennessee
$1.27M +$11K +96 +0.9%
Balyasny Asset Management
817
Balyasny Asset Management
Illinois
$1.26M +$776K +6,765 +159%
1SB
818
1ST Source Bank
Indiana
$1.26M +$437K +3,814 +53%
TIA
819
Trust Investment Advisors
Indiana
$1.26M +$25.8K +225 +2%
ACP
820
Aveo Capital Partners
Colorado
$1.25M +$1.25M +10,932 New
SB
821
Simmons Bank
Arkansas
$1.23M -$1.84K -16 -0.1%
WIC
822
Woodmont Investment Counsel
Tennessee
$1.23M -$32K -279 -3%
NA
823
Neuburgh Advisers
California
$1.23M +$1.23M +10,710 New
NBC
824
Neuberger Berman Canada
Ontario, Canada
$1.23M +$1.23M +10,707 New
CK
825
Cohen Klingenstein
New York
$1.22M – – –
31 32
33
34 35