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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 %
PI
801
PineBridge Investments
New York
$1.15M -$709K -6,610 -38%
AF
802
Alerus Financial
North Dakota
$1.15M +$31.2K +291 +3%
FAM
803
Fred Alger Management
New York
$1.15M -$900K -8,390 -44%
CK
804
Cohen Klingenstein
New York
$1.14M – – –
AP
805
Advisor Partners
California
$1.14M -$180K -1,681 -14%
LC
806
Lincoln Capital
Nebraska
$1.13M -$4.08M -38,074 -78%
DIA
807
Dean Investment Associates
Ohio
$1.13M +$86.8K +809 +8%
MHIM
808
MacNealy Hoover Investment Management
Ohio
$1.12M +$11.2K +104 +1%
CIA
809
Capital Investment Advisors
Georgia
$1.12M +$19.9K +185 +2%
HCM
810
Hutner Capital Management
Vermont
$1.11M +$328K +3,057 +42%
IC
811
Intersect Capital
California
$1.1M -$16.9K -158 -2%
BAM
812
Berkshire Asset Management
Pennsylvania
$1.1M -$27.1K -253 -2%
ACH
813
ArrowMark Colorado Holdings
Colorado
$1.09M -$537K -5,003 -33%
Parallax Volatility Advisers
814
Parallax Volatility Advisers
California
$1.09M +$1.09M +10,113 New
CS
815
Comerica Securities
Michigan
$1.09M +$1.09M +10,114 New
PCM
816
Parsons Capital Management
Rhode Island
$1.08M -$14.1K -131 -1%
VNIM
817
Vaughan Nelson Investment Management
Texas
$1.07M – – –
SB
818
Simmons Bank
Arkansas
$1.07M -$83.1K -775 -7%
Fuller & Thaler Asset Management
819
Fuller & Thaler Asset Management
California
$1.06M – – –
ZB
820
Zions Bancorporation
Utah
$1.06M -$506K -4,709 -32%
AL
821
Aspiriant LLC
California
$1.05M -$215K -2,005 -17%
AFS
822
Amtrust Financial Services
New York
$1.05M – – –
FFWA
823
FRG Family Wealth Advisors
Washington
$1.04M – – –
LM
824
Luminus Management
Texas
$1.02M +$1.02M +9,525 New
BVDMP
825
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
31 32
33
34 35