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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 %
MCM
826
Mork Capital Management
California
$883K – – –
PFS
827
Prospera Financial Services
Texas
$881K +$18.4K +171 +2%
LAM
828
Lebenthal Asset Management
New York
$881K +$467K +4,334 +113%
CIC
829
Carnegie Investment Counsel
Ohio
$877K -$85.3K -784 -9%
DIA
830
Dean Investment Associates
Ohio
$877K +$75.5K +701 +9%
GWCM
831
Godshalk Welsh Capital Management
Pennsylvania
$863K -$28.7K -260 -3%
PCMM
832
Private Capital Management (Minnesota)
Minnesota
$862K -$286K -2,650 -25%
CCG
833
Cypress Capital Group
Florida
$858K +$38.9K +361 +5%
BIC
834
Bridges Investment Counsel
Nebraska
$852K +$26.9K +250 +3%
BWM
835
Biltmore Wealth Management
Arizona
$847K – – –
RCAG
836
Rehmann Capital Advisory Group
Michigan
$842K +$35.7K +331 +4%
SAMC
837
Shinko Asset Management Company
Japan
$838K -$86.5K -803 -9%
CB
838
Chemical Bank
Michigan
$836K +$14.3K +133 +2%
CIS
839
Connors Investor Services
Pennsylvania
$833K – – –
FNB
840
Farmers National Bank
Kentucky
$827K +$10.8K +100 +1%
NIM
841
Nexus Investment Management
Ontario, Canada
$824K -$21.5K -200 -3%
CHJWM
842
Carlton Hofferkamp & Jenks Wealth Management
Texas
$821K +$410K +3,805 +100%
MSS
843
Mitchell Sinkler & Starr
Pennsylvania
$816K -$70K -650 -8%
WKWM
844
Walter & Keenan Wealth Management
Indiana
$813K – – –
MWM
845
Mission Wealth Management
California
$805K – – –
BFM
846
Boston Financial Management
Massachusetts
$805K +$17.8K +165 +2%
NPC
847
National Planning Corporation
California
$804K +$51.4K +478 +7%
MFIMFI
848
Mesirow Financial Investment Management - Fixed Income
Illinois
$799K +$799K +7,415 New
IFB
849
iAB Financial Bank
Indiana
$797K +$29.1K +270 +4%
PL
850
Perpetual Ltd
Australia
$794K -$32.3K -300 -4%
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