UPS icon

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 %
1SB
801
1ST Source Bank
Indiana
$1.18M -$74.1K -670 -6%
CK
802
Cohen Klingenstein
New York
$1.18M – – –
ESBC
803
E.S. Barr & Co
Kentucky
$1.16M -$101K -916 -8%
CS
804
Comerica Securities
Michigan
$1.15M +$35.4K +320 +3%
IFWM
805
Institute for Wealth Management
Colorado
$1.15M +$1.15M +10,472 New
ACP
806
Aveo Capital Partners
Colorado
$1.15M +$1.15M +10,394 New
CFIA
807
Cantor Fitzgerald Investment Advisors
New York
$1.15M +$1.15M +10,367 New
VNA
808
Valley National Advisers
Pennsylvania
$1.15M -$76.4K -691 -6%
KFA
809
Kays Financial Advisory
Georgia
$1.14M +$1.14M +10,329 New
FFWA
810
FRG Family Wealth Advisors
Washington
$1.12M +$40.9K +370 +4%
LC
811
Lincoln Capital
Nebraska
$1.12M -$45.4K -410 -4%
FB
812
Fulton Bank
Pennsylvania
$1.12M +$144K +1,302 +15%
BAM
813
Berkshire Asset Management
Pennsylvania
$1.12M -$16.8K -152 -1%
VNIM
814
Vaughan Nelson Investment Management
Texas
$1.11M – – –
IFB
815
iAB Financial Bank
Indiana
$1.1M +$122K +1,100 +12%
ECM
816
ETrade Capital Management
Virginia
$1.1M -$214K -1,938 -16%
Fuller & Thaler Asset Management
817
Fuller & Thaler Asset Management
California
$1.1M – – –
ZCA
818
Zeke Capital Advisors
Pennsylvania
$1.09M +$600K +5,429 +124%
SL
819
Summitry LLC
California
$1.07M +$83.1K +751 +8%
NFG
820
Next Financial Group
Texas
$1.05M +$26.7K +241 +3%
TAM
821
Tyers Asset Management
Texas
$1.04M +$9.73K +88 +0.9%
ACH
822
ArrowMark Colorado Holdings
Colorado
$1.04M -$84.2K -762 -7%
MWAC
823
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.04M -$4.11M -37,180 -80%
ASN
824
Advisory Services Network
Georgia
$1.04M +$18.1K +164 +2%
CIA
825
Capital Investment Advisors
Georgia
$1.04M -$117K -1,062 -10%
31 32
33
34 35