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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 %
VSWA
826
Vontobel Swiss Wealth Advisors
Switzerland
$1.02M -$943K -8,783 -48%
BAS
827
Brown Advisory Securities
Maryland
$1.01M +$56.5K +526 +6%
CBB
828
Citizens Business Bank
California
$1.01M -$107K -1,000 -10%
TAM
829
Tyers Asset Management
Texas
$1M +$260K +2,420 +35%
NFG
830
Next Financial Group
Texas
$992K +$275K +2,562 +38%
ASN
831
Advisory Services Network
Georgia
$991K +$991K +9,238 New
TMAM
832
Tokio Marine Asset Management
Japan
$990K -$284K -2,646 -22%
CA
833
Clearstead Advisors
Ohio
$981K +$45.7K +426 +5%
Nomura Holdings
834
Nomura Holdings
Japan
$967K -$5.32M -48,999 -85%
LF
835
Lee Financial
Texas
$965K -$6.98K -65 -0.7%
CB
836
Chemical Bank
Michigan
$962K -$22K -205 -2%
WSTAM
837
Wilbanks Smith & Thomas Asset Management
Virginia
$956K -$107 -1 -0%
SL
838
Summitry LLC
California
$955K +$27.5K +256 +3%
MAM
839
Meeder Asset Management
Ohio
$950K -$2.96M -27,571 -76%
IFB
840
iAB Financial Bank
Indiana
$950K +$26.8K +250 +3%
NB
841
NBT Bank
New York
$949K +$5.58K +52 +0.6%
FB
842
Fulton Bank
Pennsylvania
$944K -$521K -4,859 -36%
MWP
843
MYCIO Wealth Partners
Pennsylvania
$938K +$193K +1,800 +26%
FIM
844
Fernwood Investment Management
Massachusetts
$934K – – –
FM
845
Foster & Motley
Ohio
$925K -$281K -2,619 -23%
FIM
846
Freedom Investment Management
Connecticut
$917K -$6.98K -65 -0.8%
CIP
847
Convergence Investment Partners
Florida
$907K -$49K -457 -5%
PFS
848
Prospera Financial Services
Texas
$900K +$465K +4,338 +107%
AGI
849
Athena Global Investors
Virginia
$899K -$171K -1,589 -16%
IPC
850
Independent Portfolio Consultants
Florida
$899K -$3.76K -35 -0.4%
32 33
34
35 36